Lead Customer Marketing Manager
Core
Define and execute customer marketing strategy to drive expansion and retention for Cap Table business products via multi-channel campaigns and in-product discovery.
Role type
Lead Customer Marketing Manager (B2B SaaS)
Builds
Upsell and cross-sell programs for QSBS, Carta Total Compensation, and Equity Advisory; in-product discovery campaigns; account-based marketing (ABM) initiatives.
Domain
Private capital / Financial services / B2B SaaS
Deliverable
product features
Required skills
Customer marketing strategy, multi-channel GTM execution, campaign automation, data-driven segmentation, cross-functional partnership, ABM, in-product campaign design
Preferred skills
Financial services or private capital background, AI for account intelligence
Technologies
AI platforms, automation platforms, email nurture tools, paid social, webinar/event platforms
Responsibilities
Define customer marketing strategy to accelerate business expansion; execute upsell and cross-sell programs; collaborate with Sales, Product, and CSM to map campaigns to customer journeys; leverage AI for personalized ABM; optimize marketing workflows using automation; generate demand for product launches.
Seniority
Senior, hands-on IC