Sr. Manager/Director, Marketing Operations

📌 Core Information

🔹 Job Title: Sr. Manager/Director, Marketing Operations

🔹 Company: Carta

🔹 Location: San Francisco, CA

🔹 Job Type: On-site

🔹 Category: Marketing

🔹 Date Posted: April 22, 2025

🔹 Experience Level: 10+ years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Strategic leadership in marketing operations
• Optimization of marketing systems, processes, and reporting
• Collaboration with cross-functional teams to drive growth
• Data-driven decision making and continuous improvement

ASSUMPTION: This role requires a balance of strategic thinking and hands-on execution. The ideal candidate will have experience in high-growth technology companies and a strong understanding of marketing operations.

📋 Key Responsibilities

✅ Serve as the trusted advisor and operations leader to CMO and leadership

✅ Own and build out all Marketing Operations activities including business systems and tools, process and policies, attribution/lead scoring models, operations, data & reporting, and business/operational planning

✅ Drive ambitious goals to develop new systems/data architecture, automations, integrations, and best practices that will create a step change in performance

✅ Support marketing execution. Partner with Demand Generation, Channel, and Brand teams to plan and execute marketing strategies within the marketing automation platform

✅ Proactively drive continuous improvement for process optimization, process redesign, or development of new process/policies

✅ Responsible for the strategic roadmap and implementation of marketing technology tools

✅ Own lead management processes. Partner with cross-functional teams in Sales Development, Marketing, and GTM Leadership to maximize the velocity and conversion of MQLs through scoring, routing and qualification processes

✅ Build infrastructure and foundation to enable full funnel reporting and analytics

✅ Drive marketing database strategy. Analyze gaps in our data and contact acquisition strategy. Oversee strategy, execution and measurement to ensure accuracy, completeness, and recency of marketing data.

✅ Develop end-to-end sales process and oversee governance of all policies across a matrixed business; run routine audits to verify compliance at all levels; maintain key documentation regarding our policies and sale processes

✅ Assist with the marketing planning and budgeting process. Help to ensure that marketing’s goals are consistently aligned with the overall strategy

✅ Deliver insights into the performance of marketing activities and campaigns

ASSUMPTION: This role requires a strong understanding of marketing operations, data analysis, and project management. The ideal candidate will have experience in a multi-product SaaS company selling to enterprises.

🎯 Required Qualifications

Education: Bachelor's degree in Marketing, Business, or a related field

Experience: 10+ years of marketing operations experience, with progressively increasing responsibility, complexity, and scale of work

Required Skills:

• Advanced skills required in Marketo, SFDC, Bizible, BI tools (Looker, Tableau, etc), Gsuite, Excel
• Exceptional interpersonal and stakeholder management skills
• Effective, clear, and concise communication skills, verbal and written
• Strategic, structured thinker. Strong analytical skills and business acumen
• Demonstrated ability and desire to coach and develop a team
• Comfortable working in a fast-paced environment while dealing with ambiguity
• Drive. Ability and passion to analyze, set priorities, and solve complex problems effectively and consistently

Preferred Skills:

• Experience in a multi-product SaaS company selling to enterprises
• Experience in a high-growth technology company

ASSUMPTION: The ideal candidate will have a proven track record of driving results in marketing operations and a strong understanding of marketing technology tools.

💰 Compensation & Benefits

Salary Range: $196,000 - $295,000 USD per year

Benefits:

• Equity for all full-time roles
• Exceptional benefits

Working Hours: Full-time (40 hours/week)

ASSUMPTION: The salary range provided is based on market data for similar roles in the San Francisco Bay Area. Final offers may vary based on candidate experience and other factors.

📌 Applicant Insights

🔍 Company Context

Industry: Software Development, specifically focused on private equity and venture capital markets

Company Size: 1,001-5,000 employees. This size allows for ample opportunities for growth and collaboration but maintains a manageable structure for decision-making and impact

Founded: 2012. Carta has established itself as a leader in its industry and has experienced significant growth since its founding

Company Description:

• Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine
• Its world-class fund administration platform supports nearly 7,000 funds and SPVs, representing nearly $130B in assets under management
• Trusted by more than 40,000 companies, Carta 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
• Public Markets
• Founders
• Compensation
• Stock Option Exercising
• Tender offers

Company Website: http://www.carta.com

ASSUMPTION: Carta's focus on private markets and its comprehensive suite of tools make it a unique and attractive employer in the software development industry.

📊 Role Analysis

Career Level: Senior Manager/Director. This role offers significant responsibility and the opportunity to make a substantial impact on the company's growth and success

Reporting Structure: This role reports directly to the CMO and works closely with marketing leadership, finance, business systems, and data teams

Work Arrangement: On-site, with the opportunity for occasional remote work

Growth Opportunities:

• Potential to advance to a VP or C-level role within the marketing organization
• Opportunities to expand the team and take on additional responsibilities
• Chance to work on high-impact projects and drive significant business results

ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to expand the team and take on additional responsibilities.

🌍 Location & Work Environment

Office Type: Modern, collaborative office space with state-of-the-art technology and amenities

Office Location(s): San Francisco, CA

Geographic Context:

• San Francisco is a major tech hub with a vibrant startup scene and numerous networking opportunities
• The city offers a diverse range of cultural attractions, dining options, and outdoor activities
• San Francisco has a Mediterranean climate, with mild winters and cool summers

Work Schedule: Full-time, with flexible hours and the opportunity for occasional remote work

ASSUMPTION: The San Francisco office provides a dynamic and collaborative work environment, with ample opportunities for professional growth and development.

💼 Interview & Application Insights

Typical Process:

• Phone or video screen with HR or a member of the talent acquisition team
• Behavioral and situational interview with the hiring manager
• Technical assessment or case study presentation
• Final interview with the CMO or another senior leader

Key Assessment Areas:

• Strategic thinking and problem-solving skills
• Technical proficiency in marketing operations and data analysis
• Leadership and team management skills
• Communication and stakeholder management skills

Application Tips:

• Highlight your experience with marketing operations, data analysis, and project management in your resume
• Prepare for behavioral and situational interview questions by reflecting on your past experiences and accomplishments
• Research Carta's products and services to demonstrate your understanding of the company and its mission

ATS Keywords: Marketing Operations, Marketing Strategy, Data Analysis, Project Management, Stakeholder Management, Leadership, Team Management, Marketing Technology, BI Tools, Looker, Tableau, Marketo, SFDC, Bizible

ASSUMPTION: The interview process for this role will focus on assessing the candidate's strategic thinking, technical proficiency, and leadership skills, as well as their cultural fit with the company.

🛠️ Tools & Technologies

• Marketo
• Salesforce (SFDC)
• Bizible
• Looker
• Tableau
• Google Suite (Gsuite)
• Excel

ASSUMPTION: Proficiency in these tools is required for success in this role. The ideal candidate will have experience using these tools in a marketing operations context.

👔 Cultural Fit Considerations

Company Values:

• Helpful: Cartans go out of their way to help each other and our customers
• Relentless: Cartans don't give up easily. We push through challenges and find solutions
• Unconventional: Cartans think differently. We challenge the status quo and innovate
• Kind: Cartans care about each other and our customers. We are respectful and empathetic

Work Style:

• Collaborative: Cartans work together to achieve common goals
• Data-driven: Cartans make decisions based on data and analytics
• Agile: Cartans adapt quickly to change and pivot when necessary
• Growth-oriented: Cartans are committed to continuous learning and improvement

Self-Assessment Questions:

• Do you have experience working in a fast-paced, high-growth technology company?
• Are you comfortable working in a matrixed business environment with multiple stakeholders?
• Do you have a proven track record of driving results in marketing operations?
• Are you able to balance strategic thinking with hands-on execution?

ASSUMPTION: The ideal candidate for this role will be a strong cultural fit with Carta's values and work style, with a proven track record of success in marketing operations.

⚠️ Potential Challenges

• Managing multiple stakeholders and competing priorities in a fast-paced environment
• Balancing strategic thinking with hands-on execution and project management
• Keeping up with the latest marketing technology trends and tools
• Ensuring data accuracy, completeness, and recency in a dynamic and evolving marketing database

ASSUMPTION: The ideal candidate for this role will be able to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.

📈 Similar Roles Comparison

• This role is unique in its focus on marketing operations and strategic leadership within a private markets software company
• Similar roles in other industries may focus more on demand generation or marketing automation
• Career progression in this role may lead to VP or C-level positions within the marketing organization

ASSUMPTION: This role offers a unique opportunity to drive strategic impact in marketing operations within a specialized software company.

📝 Sample Projects

• Developing and implementing a new lead scoring model to improve MQL quality and velocity
• Optimizing marketing automation workflows to improve campaign performance and efficiency
• Building and managing a team of marketing operations specialists to support the growth of the marketing organization

ASSUMPTION: These sample projects illustrate the strategic and tactical nature of the marketing operations responsibilities in this role.

❓ Key Questions to Ask During Interview

• How does this role fit into the overall marketing strategy and organization?
• What are the biggest challenges facing the marketing operations team currently, and how can this role help address them?
• How does Carta support the professional growth and development of its employees?
• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does Carta measure the success of its marketing operations team and this role specifically?

ASSUMPTION: Asking these questions will help you understand the role's context, priorities, and expectations, as well as Carta's commitment to employee growth and development.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight your experience with marketing operations, data analysis, and project management
• Prepare a cover letter that demonstrates your understanding of Carta's mission and your fit for the role
• Prepare for behavioral and situational interview questions by reflecting on your past experiences and accomplishments
• Follow up with the hiring manager one week after submitting your application to express your interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.