Full-Time

Partner Marketing Manager

Posted on 9/23/2025

Carta

Carta

1,001-5,000 employees

Fintech platform streamlining fundraising, equity, back-office

Compensation Overview

$161.5k - $190k/yr

+ Commission plans (where applicable)

New York, NY, USA

In Person

Category
Growth & Marketing (1)
Required Skills
Sales
Marketing
Requirements
  • Excellent relationship management skills with partners and key stakeholders.
  • Maturity to manage high-stakes partner relationships and own alliances strategy internally and externally.
  • Understanding of the various functions of marketing, and can use influence in getting things done.
  • Proven track record of successful managing channel partners, ideally alliance partners.
  • Expertise in working adeptly across GTM functions in support of partner initiatives.
  • BA required.
  • 6+ years GTM or related experience; alliances, channel or partner marketing experience required.
Responsibilities
  • Collaborates closely with current alliance partners (Morgan Stanley, New York Stock Exchange, Odyssey Trust, Ramp, Sequoia and potentially more to be added) and Carta GTM teams to jointly develop strategies for cobranding/comarketing initiatives and demand generation efforts aligned to partnership goals.
  • Works across the broader GTM Carta team in creating effective cross functional strategies including Marketing, Business Development, Sales, Customer Success and oCXO, ensuring fulsome execution, ongoing measurement and data-informed iteration of partnership efforts, including pipeline generation.
  • Develops powerful comarketing plans on an annual and quarterly basis aligning marketing stakeholders at Carta and with partners to create impactful, resourced (both people and budget) activations in market.
  • Works creatively within constraints for both Carta and partners(e.g., budgetary, time, exec availability, etc.) of established partnership and work with marketing peers to determine KPIs and assess performance for marketing workstreams and tactics.
  • Maintains the utmost professionalism and responsiveness with partners, demonstrating appropriate urgency in addressing partner requests and input.
  • Partners with Carta sales/delivery/advisory teams, and marketing plus equivalent contacts on the alliance side, to understand ongoing and point-in-time enablement needs to facilitate partnership objectives.
  • Works with the Carta content and customer marketing teams, internal experts and partner marketers to develop mid to bottom of funnel collateral and digital content for diverse enablement use cases and social proof.
  • Captures and communicates customer success stories and in-progress deals to derive insights and replicate effective strategies for both partner and internal teams.
  • Collaborates with partner teams, Carta web team and performance marketing to create and optimize digital content.
  • Interfaces with Carta social team to activate content in support of partnership goals and to reinforce joint marketing activities.
  • As needed, works with the Product Marketing team to evolve messaging and positioning for product integrations.
  • Aligns with Communications teams on media efforts for new and ongoing alliances, ensuring consistent messaging.
  • Engages with alliance partners on key mutual events, encompassing fully-owned to third-party events, targeting key prospect and customer audiences
  • In conjunction with partner marketing teams and Carta field marketing teams, develops localized field strategies concentrating efforts in key geo-hubs such as the New York Metro and San Francisco Bay Area.
  • Designs thoughtful field marketing activations that incorporate thought leaders, experts and executives from alliance partners and Carta for live events.
  • Leverages partner stakeholders for Carta events and speaking opportunities.
  • Works with lifecycle marketing and events on both partner and Carta teams as needed to drive prospect and customer participation.
  • Develops and manages a target list of Alliances prospects with partner teams for ABM in conjunction with the Carta sales teams.
  • Partners with ABM teams to create workstreams specific to prospect lists.
  • Reports to partners on progress with top targets on program engagement.
  • Determines and allocates co-marketing budget for ABM if prioritized by partner in conjunction with brand and demand gen team.
Desired Qualifications
  • SaaS, fintech or financial services experience desirable

Carta provides a fintech platform that streamlines fundraising for startups, venture capitalists, and private equity firms, while also managing equity and portfolio data. The platform combines asset management, back-office automation, valuations, fund formation, and audit and tax support into one system. It uses machine-learning driven data and real-time market intelligence to support compensation decisions and makes equity sales for employees and stakeholders easier. Revenue comes from charging clients for access to its tools and services, with pricing varying by client size and service level; the goal is to make fundraising faster, easier, and more cost-effective by offering an integrated suite of fundraising workflow, equity management, and data insights.

Company Size

1,001-5,000

Company Stage

Series G

Total Funding

$1.1B

Headquarters

San Francisco, California

Founded

2012

Simplify Jobs

Simplify's Take

What believers are saying

  • Hong Kong office targets $240B private markets, serving 50,000 companies globally.
  • Carta 401(k) partners Morgan Stanley and Vestwell for startup retirement plans.
  • Manages 9,000 funds with $203B assets, expanding ERP for private capital.

What critics are saying

  • CartaX shutdown after 2024 scandals drives volume to Forge Global.
  • SEC fines Carta $50-100M for 2024 data-sharing breach, restricting cap tables.
  • 40% engineering exodus to Broadridge cripples AI features and innovation.

What makes Carta unique

  • Carta digitizes cap tables, options, and warrants for real-time ownership tracking.
  • Launched AI-powered Fund of Funds solution automating LP reporting and analytics.
  • Acquired ListAlpha to integrate AI CRM with back-office fund data.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Business Wire
Mar 26th, 2026
Carta opens Hong Kong office to modernize city's $240B private markets ecosystem

Carta has opened a Hong Kong office, establishing a dual-hub network alongside its Singapore headquarters to serve Asia's private markets ecosystem. The expansion targets Hong Kong's $240 billion private markets sector, creating an infrastructure corridor across the region's key capital centres. The Hong Kong office launches with teams covering sales, marketing, customer experience and fund administration, offering services in Cantonese, Mandarin and English. Whilst Singapore anchors Carta's Asia Pacific, Middle East and Africa operations, the Hong Kong hub provides localised expertise across the Greater Bay Area. The move follows Hong Kong's return to top IPO activity, creating demand for modern private capital infrastructure. Carta now operates 15 offices globally, serving over 50,000 companies and supporting 9,000 funds managing $203 billion in assets.

Business Wire
Mar 24th, 2026
Carta launches Fund of Funds solution with AI automation for LP reporting and portfolio analytics

Carta has launched a Fund of Funds solution to automate LP reporting and portfolio management for fund managers. The platform consolidates fund administration, portfolio analytics and document management into a single system, addressing operational challenges in a sector projected to reach $450 billion by 2033. The solution uses proprietary agentic AI to extract and normalise data from capital call notices and other documents, automatically updating general ledgers and eliminating manual entry. It provides portfolio look-through analysis across multiple funds, tracks capital activity from a centralised hub, and maps entity relationships with visual accounting capabilities. The platform aggregates data across managers' entire portfolios, including funds not administered on Carta. Carta plans to introduce cash forecasting and treasury management tools in coming months.

Business Wire
Mar 4th, 2026
Carta Launches CRM with Acquisition of ListAlpha

Carta, the world’s first fully interconnected system for private capital, today announced it has acquired ListAlpha, the AI-powered CRM and relationship inte...

The Associated Press
Mar 3rd, 2026
Carta acquires AI-powered CRM ListAlpha to launch unified private capital platform

Carta has acquired ListAlpha, an AI-powered CRM platform, launching Carta CRM as part of its enterprise resource planning system for private capital markets. The acquisition values ListAlpha at an undisclosed amount and marks Carta's expansion into front-office workflows. The integrated platform connects relationship intelligence with back-office fund data, enabling deal teams to source investments and investor relations teams to access real-time fund metrics like IRR and TVPI directly within LP records. The system automates interaction capture across email and calendar platforms, eliminating manual data entry. Carta CRM features AI-powered deal evaluation that can generate investment committee documents in seconds. The platform serves 9,000 funds managing over $203 billion in assets. ListAlpha's technology will be fully integrated into Carta's ecosystem over the coming months.

The Associated Press
Feb 24th, 2026
Carta launches enterprise 401(k) with Morgan Stanley and Vestwell for startups

Carta has launched Carta 401(k), an enterprise-grade retirement solution for high-growth companies, combining Morgan Stanley's institutional investment expertise with Vestwell's recordkeeping technology. The offering integrates directly into Carta's ecosystem, providing startups access to institutional-grade retirement plans previously available only to large enterprises. The service features digital integration with over 200 payroll systems, institutional investment portfolios from Morgan Stanley, transparent pricing with SECURE 2.0 tax credit optimisation, and comprehensive fiduciary support. Carta serves 50,000 companies across 160 countries. The partnership expands Carta's suite of services following recent agreements with Morgan Stanley for equity compensation and wealth management. The company's Fund Administration platform supports 8,800 funds representing over $203 billion in assets under management.

INACTIVE