Back to jobs

Customer Reference Program Manager

Seattle, WA; San Francisco, CA; Santa Clara, CA; Sandy, UT; New York, NY; Hamilton, NJ

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. 

Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing  $150B in assets under administration in venture capital and private equity. Trusted by more than 40,000 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 don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s 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 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.

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, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
  • Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...
Select...

While we encourage people to use AI systems during their role to help them work faster and more effectively, please do not use AI assistants during the application and interviewing process. We want to understand your personal interest in Carta without mediation through an AI system, and we also want to evaluate your non-AI-assisted communication skills. Please indicate 'Yes' if you have read and agree.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Carta’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.