Senior Onboarding Associate

Novata • New York, NY

2d • Hybrid

About The Position

You will be joining Novata’s client-facing team as an Senior Onboarding Associate. As the team’s Senior Onboarding Associate, you will complement the work of Enterprise Customer Success Managers to ensure our clients' experiences on the platform are efficient, impactful, and built for scale.

What You'll Be Doing
Help refine our onboarding engagement and support approach for long-term retention of our customers and their users.
Help contribute to a team that can help you — and us — succeed.

Requirements

• You believe that business can have a positive impact on the world and that there is significant room for improvement in how businesses operate.
• You are a skilled communicator and translator.
• You are our user’s biggest advocate.
• You want to create impact.
• You believe in yourself.
• You are nimble and curious in nature.
• Supporting Customers in the Private Equity, Finance, or ESG space.
• Supporting users in a Saas platform, product, or service during the initial phase of their customer journey.
• Creating value for your customers.
• Building relationships.
• Being creative and solving problems for your customers.

Responsibilities

• Manage the customer through the onboarding phase and manage any support questions throughout the lifecycle.
• Work to complement Customer Success Managers with account kick-off, preparation for the first reporting cycle, and engagement with portfolio companies.
• Be creative in solving problems or answering questions that our users have.
• Be thoughtful about onboarding strategy, engagement plans, and communication style with your accounts.
• Collaborate with the product, marketing, advisory, & metric teams to ensure client onboarding needs are included and prioritized appropriately.
• Lead the Novata organization from a Product Functionality perspective: be an expert that your peers and your clients can rely on
• Interrogate and raise the ways in which our product can improve.
• Keep Hubspot updated with all client interactions.
• Continue to learn and explore ESG topics as well as the functionality of the platform.

Benefits

• Competitive salary with performance-based bonus plus stock options
• Generous PTO policy including public holidays
• Comprehensive health, dental, and vision coverage
• 401(k) plan with employer match
• Purpose-driven, inclusive culture
• The opportunity to be part of a growing team at the forefront of ESG and private markets innovation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees