Customer Reference Program Manager, Investors
Customer Reference Program Manager, Investors
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$ 98515 - 144400
1 Vacancy
Job Description
The Company Youll Join
Carta connects founders investors and limited partners through world-class software purpose-built for everyone in venture capital private equity and private credit.
Cartas fund administration platform supports nearly 7000 funds and SPVs representing $150B in assets under administration in venture capital and private equity. Trusted by more than 40000 companies Carta also helps private businesses in over 160 countries manage their cap tables valuations taxes equity programs compensation and more.
Together Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions dont work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Cartas software for the Office of the Fund CFO does just that - its a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture check out our Carta careers page.
The Problems Youll Solve
At Carta our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. This is a brand new function at Carta offering a unique opportunity for a builder who thrives in creating programs from the ground up. Backed by strong cross-functional support from Sales Delivery and Marketing teams this role will play a critical part in shaping and scaling our customer reference engine to support strategic growth across the business. As a Customer Reference Manager youll work to:
- Build a customer reference framework that aligns with pipeline priorities revenue goals and GTM motions across Cartas business lines.
- Create and manage a searchable repository of pre-approved reference customers tagged by fund type buyer persona product and region.
- Operationalize a consistent intake matching and tracking process for all reference requests across the deal cycle.
- Partner with Sales Customer Success and Delivery to identify qualify and onboard net-new reference customers across strategic product areas and segments (e.g. Private Equity Fund Administration Upmarket Venture Capital Fund Administration Fund Tax and Carta Total Compensation).
- Capture and operationalize NPS insights to drive testimonial and reference generation for the Companies business while systematically supporting the creation of net-new sales references testimonials and social proof across the Investors business.
- Build repeatable processes to operationalize the reference program from intake qualification approval and fulfillment of reference requests ensuring alignment across Sales Customer Success Marketing and Delivery teams.
- Scale a library of high-impact reference assets case studies and social proof points while increasing coverage across products personas and use cases. Activate these assets across priority GTM channels and enablement leveraging tools and automation to drive efficiency consistency and reach across Cartas business.
- Measure the effectiveness and utilization of reference content by tracking engagement usage and impact on pipeline and deal velocity. Use insights to continuously optimize content strategy and program performance.
- Be a power user of the User Evidence customer evidence platform to support key GTM product launches campaigns and competitive with customer claims and assets.
- Drive internal enablement to educate teams on how to request access and use references effectively.
The Team Youll Work With
Youll be joining our Marketing team. Marketing is the engine for growth at Carta. We bring values to life through our brand and drive demand for products and services across a complex market landscape. We infuse the customer in everything we design define and deliver and reflect the aspirations and ambitions of our customers in the work we do.
As Customer Reference Manager youll work closely with Sales Customer Success Delivery Product Marketing and many more teams to scale a strategic reference and advocacy program. Youll build processes content and systems that match referenceable customers to sales needsempowering teams with the proof points and stories they need to close deals faster. Youll be instrumental in elevating customer voices across the buyer journey while reducing reliance on a small set of champions.
About You
- 46 years of experience in customer marketing customer references or B2B advocacy programs
- Enterprise B2B SaaS experience recommended financial services or fintech background a plus
- Proven track record of building customer reference programs from the ground up along with a strong understanding of the tools and technology (e.g. reference management platforms CRM systems content repositories) needed to support and scale a world-class customer reference program that supports revenue growth.
- Strong cross-functional operatoryoure confident aligning with Sales Customer Success Product Legal Operations and Marketing (Product Marketing Editorial/Content Events Lifecycle Social etc) teams to drive outcomes
- Highly organized with experience implementing tracking systems to manage and tag reference activity
- Skilled in customer storytellingyou know how to activate customers in ways that support both the brand and the bottom line
- Comfortable working in a fast-paced environment where youre building as you go not just maintaining a program
- BA required
Salary
Cartas compensation package includes a market competitive salary equity for all full time roles exceptional benefits and for applicable roles commissions plans. Our expected cash compensation (salary commission if applicable) range for this role is:
- $98515.00 - $144400.00 in Seattle WA
- $103700.00 - $152000.00 in San Francisco CA; Santa Clara CA & New York NY
We are hiring for multiple levels and locations so final offers may vary from the amounts listed based on geography experience and expertise and other factors.
Disclosures:
- We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed please connect with the talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
- For information on our data privacy policies seePrivacyCA Candidate Privacy and Brazil Transparency Report.
- Please note that all official communications from us will come from an @ or @ domain. Report any contact from unapproved domains to
Required Experience:
Manager
Employment Type
Full Time
