Own the execution of upsell and cross-sell programs for QSBS, Carta Total Compensation (CTC), Equity Advisory and future priority add-on products Lead with an integrated marketing approach inclusive of content, events (live/webinar), paid, customer comms to drive expansion and retention Collaborate across Sales, Product, Product Marketing, Customer Success Managers (CSM), Lifecycle, Marketing Ops and other internal marketing partners to develop impactful and timely upsell campaigns that map to the customer journey and relevant personas. Comfortable designing multi-channel GTM motions, including in-product, email nurtures, events (virtual and in-person), paid social, and targeted outbound campaigns Ability to build and scale automated programs using trigger and workflows.