The Problems You’ll 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, you’ll work to:

• Build a customer reference framework that aligns with pipeline priorities, revenue goals, and GTM motions across Carta’s 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 Carta’s 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 You’ll Work With

You'll 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, you’ll work closely with Sales, Customer Success, Delivery, Product Marketing, and many more teams to scale a strategic reference and advocacy program. You’ll build processes, content, and systems that match referenceable customers to sales needs—empowering teams with the proof points and stories they need to close deals faster. You’ll be instrumental in elevating customer voices across the buyer journey while reducing reliance on a small set of champions.

About You

• 4–6+ 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 operator—you’re 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 storytelling—you know how to activate customers in ways that support both the brand and the bottom line
• Comfortable working in a fast-paced environment where you’re building as you go, not just maintaining a program
• BA required

Salary

Carta’s 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:

• $98,515.00 - $144,400.00 in Seattle, WA
• $103,700.00 - $152,000.00 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.