📌 Core Information
🔹 Job Title: Marketing Operations Manager
🔹 Company: Carta
🔹 Location: San Francisco, CA & New York, NY
🔹 Job Type: On-site
🔹 Category: Marketing
🔹 Date Posted: 2025-07-08
🔹 Experience Level: Mid-level (2-5 years)
🔹 Remote Status: On-site (with potential for hybrid)
🚀 Job Overview
Key aspects of this role include:
- Standardizing marketing campaign operations to ensure accurate data attribution
- Serving as a strategic guide and thought partner for the growing marketing team
- Identifying opportunities within the marketing funnel to drive incremental lift in lead generation and opportunity pipeline
- Building a deep understanding of Carta customer journeys and making data-driven recommendations
- Supporting the orientation of Marketing towards a standardized reporting framework and enabling self-service of reporting, segmentation, and marketing automation
ASSUMPTION: This role requires a strong background in marketing operations, data analysis, and marketing automation tools like Marketo and Salesforce. The ideal candidate will have a growth mindset, be detail-oriented, and possess exceptional communication skills.
📋 Key Responsibilities
✅ Standardize marketing campaign operations to ensure accurate data attribution and reporting
✅ Serve as a strategic guide and thought partner for the growing marketing and go-to-market team
✅ Use reporting suite to identify areas of opportunity within the marketing funnel to drive incremental lift in lead generation and opportunity pipeline
✅ Build a deep understanding of Carta customer journeys and make data-driven recommendations to the marketing team on segmentation, pain points, and timing
✅ Support the orientation of Marketing towards a standardized reporting framework and enable self-service of reporting, segmentation, and marketing automation
✅ Facilitate planning and coordination of Marketing efforts to ensure projects meet established goals and KPIs
ASSUMPTION: This role requires a strong understanding of marketing funnel optimization, data analysis, and marketing automation tools. The ideal candidate will be proactive, detail-oriented, and able to work cross-functionally with various teams.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field
Experience: 2-5 years of experience in marketing operations, marketing automation, or a related role
Required Skills:
- Proven experience building within Marketo and Salesforce
- Strong data analysis skills
- Excellent communication and presentation skills
- High emotional intelligence (EQ) and ability to work well with cross-functional teams
- Proven problem-solving skills and ability to work in a fast-paced environment
Preferred Skills:
- Experience with additional marketing automation tools
- Background in venture capital, private equity, or private credit
- Fluency in additional languages
ASSUMPTION: While not explicitly stated, a background in marketing, marketing operations, or a related field is highly preferred for this role. Additionally, experience with marketing automation tools and data analysis is essential.
💰 Compensation & Benefits
Salary Range: $122,400 - $144,000 per year (based on location and experience level)
Benefits:
- Equity for all full-time roles
- Exceptional benefits package
Working Hours: Full-time (40 hours per week)
ASSUMPTION: The salary range provided is based on the company's stated minimum cash compensation for this role in San Francisco, CA and New York, NY. Final offers may vary based on geography, candidate experience, and other factors.
📌 Applicant Insights
🔍 Company Context
Industry: Software Development (specifically, private equity and venture capital software)
Company Size: 1,001-5,000 employees (mid-sized)
Founded: 2012 (founded as eShares, rebranded as Carta in 2017)
Company Description:
- Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity, and private credit.
- The company's fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration in venture capital and private equity.
- Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.
Company Specialties:
- Cap Table Management
- Equity Management
- 409A Valuations
- FAS123R/ASC 718 Reports
- Private Markets
- Founders
- Compensation
- Stock Option Exercising
- Tender offers
- Private Equity
- Portfolio Analytics
- Fund Administration
- Waterfall Modeling
Company Website: http://www.carta.com
ASSUMPTION: Carta is a well-established company in the private equity and venture capital software space, with a strong focus on providing comprehensive software solutions for its clients.
📊 Role Analysis
Career Level: Mid-level (2-5 years of experience)
Reporting Structure: This role reports directly to the Marketing Operations team and works cross-functionally with various teams within Carta.
Work Arrangement: On-site (with potential for hybrid)
Growth Opportunities:
- As Carta continues to grow, there may be opportunities for the Marketing Operations Manager to take on more responsibilities or move into a leadership role.
- Carta offers a robust benefits package, including equity for all full-time roles, which can provide long-term growth potential.
ASSUMPTION: This role offers significant growth opportunities for the right candidate, as Carta continues to expand its offerings and client base.
🌍 Location & Work Environment
Office Type: Modern, collaborative office spaces in San Francisco, CA and New York, NY
Office Location(s): 333 Bush St, San Francisco, CA 94104, US & 1 World Trade Center, 81st Floor, New York, NY 10007, US
Geographic Context:
- San Francisco, CA: Known for its vibrant tech industry, diverse culture, and mild Mediterranean climate.
- New York, NY: A global hub for finance, media, and entertainment, with a fast-paced, competitive work environment.
Work Schedule: Full-time (40 hours per week), with potential for flexible hours or remote work arrangements
ASSUMPTION: The ideal candidate for this role will thrive in a fast-paced, collaborative work environment and be comfortable working in either San Francisco or New York.
💼 Interview & Application Insights
Typical Process:
- Online application and resume screening
- Phone or video screen with a member of the Talent team
- On-site or virtual interview with the hiring manager and team members
- Final round interview with senior leadership
Key Assessment Areas:
- Data analysis and problem-solving skills
- Marketing automation tool proficiency (Marketo, Salesforce)
- Communication and presentation skills
- Cultural fit and alignment with Carta's values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant marketing operations, data analysis, and marketing automation experience.
- Be prepared to discuss specific examples of how you've optimized marketing funnels, improved data attribution, and enhanced marketing automation in previous roles.
- Demonstrate your understanding of Carta's business and the private equity and venture capital software industry.
ATS Keywords: Marketing Operations, Marketing Automation, Data Analysis, Marketo, Salesforce, Lead Generation, Funnel Optimization, Reporting, Segmentation, Customer Journey
ASSUMPTION: The interview process for this role will focus on assessing the candidate's technical skills, problem-solving abilities, and cultural fit with Carta's values and work environment.
🛠️ Tools & Technologies
- Marketo
- Salesforce
- Additional marketing automation tools (as needed)
ASSUMPTION: The ideal candidate for this role will have experience with Marketo and Salesforce, as well as a willingness to learn and adapt to additional marketing automation tools as needed.
👔 Cultural Fit Considerations
Company Values:
- Helpful: We go out of our way to help our customers and each other.
- Relentless: We don't stop until we've solved the problem.
- Unconventional: We challenge the status quo and look for new ways to do things.
- Kind: We treat each other with respect and empathy.
Work Style:
- Collaborative: We work together to achieve our goals.
- Data-driven: We make decisions based on data and evidence.
- Adaptable: We embrace change and continuously improve.
Self-Assessment Questions:
- How have you demonstrated being helpful in a previous role?
- Can you describe a time when you were relentless in solving a complex problem?
- How have you challenged the status quo in your previous work experience?
- Can you provide an example of how you've treated others with kindness and respect?
ASSUMPTION: The ideal candidate for this role will possess a strong cultural fit with Carta's values and work style, demonstrating a willingness to be helpful, relentless, unconventional, and kind in their approach to work.
⚠️ Potential Challenges
- Managing multiple marketing campaigns and ensuring accurate data attribution can be complex and time-consuming.
- Working with a growing marketing team and cross-functional stakeholders may require strong communication and project management skills.
- Keeping up with industry trends and best practices in marketing operations and automation may require continuous learning and adaptation.
- Balancing the need for data-driven decision-making with the need for quick action and flexibility in a fast-paced environment can be challenging.
ASSUMPTION: The ideal candidate for this role will be able to navigate these challenges effectively, demonstrating strong problem-solving skills, adaptability, and a willingness to learn and grow in a fast-paced environment.
📈 Similar Roles Comparison
- This role differs from related positions in its focus on marketing operations and data attribution, rather than more traditional marketing or sales roles.
- Industry-specific context: This role is specific to the private equity and venture capital software industry, requiring an understanding of the unique needs and challenges of this market.
- Career path comparison: This role offers significant growth opportunities for the right candidate, with the potential to move into a leadership role or take on more responsibilities as Carta continues to expand.
ASSUMPTION: While this role shares some similarities with other marketing operations and automation roles, its focus on the private equity and venture capital software industry and its growth potential make it unique.
📝 Sample Projects
- Optimizing marketing funnel attribution and reporting for a new product launch
- Implementing a new marketing automation tool to enhance lead generation and customer segmentation
- Conducting a comprehensive review of marketing campaign performance and making data-driven recommendations for improvement
ASSUMPTION: These sample projects illustrate the types of initiatives the Marketing Operations Manager may be responsible for, requiring a strong background in data analysis, marketing automation, and strategic thinking.
❓ Key Questions to Ask During Interview
- Can you describe the current state of marketing campaign operations and data attribution at Carta, and how this role will help improve it?
- How does the Marketing Operations team collaborate with other teams within Carta, such as Sales, Product, and Customer Success?
- What are the biggest challenges facing the marketing team currently, and how can this role help address them?
- How does Carta support the professional development and growth of its marketing team members?
- What are the key priorities for this role in the first 30, 60, and 90 days?
ASSUMPTION: These key questions will help the candidate better understand the role, the team, and the company, enabling them to make a more informed decision about their fit for the position.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through the Carta job board
- Tailor your resume and cover letter to highlight your relevant marketing operations, data analysis, and marketing automation experience
- Prepare for your interviews by researching Carta's business, industry, and company culture
- Follow up with the hiring team after your interview to express your interest in the role and reiterate your qualifications
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
