Senior Onboarding Associate

About Novata

Novata is a public benefit corporation founded by a unique consortium of leading foundations and private-sector organizations, including the Ford Foundation, the Omidyar Network, S&P Global, and Hamilton Lane. Our mission is to empower the private markets to build a more inclusive and sustainable form of capitalism. We do this by providing best-in-class technology and tools to help clients collect, analyze, benchmark, and report ESG (Environmental, Social, Governance) data. With a diverse, experienced, and mission-driven team, we are building a company that values both performance and purpose.

Novata is proud to have acquired Atlas Metrics to expand our global reach and expand our product innovation. Together, we make sustainability even simpler for private markets. Now, 400+ clients and over 13,000 companies worldwide count on Novata to make collecting, reporting, and acting on sustainability data easy.

Job Summary

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.
• Day to Day:
• • 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.

About You

• 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.

You Have Experience

• 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.

Important Notes

• This role is based in New York, with hybrid working arrangements (2 days in office).
• Applicants must be located in and eligible to work in the US. Unfortunately, we are unable to support visa applications or relocation at this time.

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

Why Join Us?

Novata is a mission-first company built to enable the private markets to drive more impact.  We are at the unique intersection of ESG, the private markets, and mission driven impact.  We are well-funded, have a top tier executive leadership team. We have a highly aggressive growth plan to establish ourselves as the industry leader of ESG with immediate plans for product and international expansion.

Members of our leadership team have been globally recognized for their success as leaders of large public companies, founders of successful startups, leaders of established ESG organizations, and builders of robust tech platforms. We are passionate, highly motivated, and experienced individuals who embrace our diverse backgrounds. Together, we will become the platform of choice and a catalyst for a change in the way business is done.