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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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. 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; capture and operationalize NPS insights to drive testimonial and reference generation; build repeatable processes to operationalize the reference program; scale a library of high-impact reference assets, case studies, and social proof points; measure the effectiveness and utilization of reference content; be a power user of the User Evidence customer evidence platform; and drive internal enablement to educate teams on how to request, access, and use references effectively. The role requires 4–6+ years of experience in customer marketing, customer references, or B2B advocacy programs, preferably in Enterprise B2B SaaS, financial services or fintech. Proven track record of building customer reference programs from the ground up, strong cross-functional operator skills, highly organized with experience implementing tracking systems, skilled in customer storytelling, comfortable working in a fast-paced environment, and a BA degree are required.