Onboarding Associate

About Novata

Novata is a public benefit corporation created and funded by a unique consortium of foundations and private sector companies including the Ford Foundation, the Omidyar Network, S&P Global, and Hamilton Lane. We are a for-profit, mission-driven company with a goal of empowering the private markets to build a more inclusive and sustainable form of capitalism. By bringing together the brightest minds in financial data, private equity, social justice and inclusive capitalism, we aim to build the best technology and tools for the private markets to better collect, analyze, benchmark, and report ESG (Environmental, Social, Governance) data. We have an experienced and diverse team, who are as ambitious about growing a successful company as we are about making an impact. We hope you’ll join us.

About the role:

You will be joining Novata’s growing client-facing team as an onboarding associate. You will:

  • Join our commercial team in supporting the revenue strategy to scale our company.
  • Help craft our onboarding and support approach for long-term retention of our customers and their users.
  • Help build and 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 engagement.
    • Be creative in solving problems or answering questions that our customers have.
    • Be thoughtful about onboarding strategy and communication style.
    • Work with the other internal teams (product, marketing, methodology/ESG) team to help develop a more comprehensive product over time with our customers and users in mind.
    • Keep Hubspot & Plan Hat updated with all client interactions.
    • Continue to learn and explore ESG topics as well as the functionality of the platform.

Requirements

About you:

  • You believe that business can have a positive impact on the world,
  • And there is significant room for improvement in how businesses operate.
  • You are interested in growing your career. We need leaders.
  • You are a skilled communicator.
  • You are proactive; you make a lot out of little direction
  • You are your customer’s biggest advocate.
  • You want to create impact.
  • You believe in yourself.
  • You are nimble & curious in nature.

You have experience:

  • Supporting Customers in the Private Equity, Finance, or ESG space
  • Creating value for your customers
  • Building relationships
  • Being creative and solving problems for your customers
  • During the onboarding phase of the Customer Journey

Why you should want the job:

  • The company will pay you well, with cash, equity, and benefits.
  • You’ll get to work on problems that are hard and important.
  • You’ll be joining an extraordinary team at the beginning of an extraordinary journey

Benefits

We have estimated a $75,000 base salary for this role.

We want our employees to have the best opportunities at work and in life. We know that requires us to provide more than just a great place to work. We are committed to providing industry-leading benefits and flexibility that allow you to achieve all your life goals.

Here are the important highlights:

  • Competitive salary reviewed annually to account for market shifts
  • Participation in company stock option plan
  • Comprehensive health benefits packages (medical, dental, and vision plan)
  • Robust parental leave policy
  • Flexible work environment with full support for remote work and access to an office in Manhattan
  • Opportunities for personal development
  • An experienced, mature, and extremely enthusiastic team that thrives on collaboration

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, and are positioned for a successful commercial launch in the first half of 2022. 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.

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