Senior Onboarding Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Novata · 9 hours ago

Senior Onboarding Associate

positionHybrid (New York, New York, US)
timeFull-time
remoteHybrid
senioritySenior Level

Novata is a public benefit corporation focused on empowering the private markets to build a more inclusive and sustainable form of capitalism. As a Senior Onboarding Associate, you will work closely with Enterprise Customer Success Managers to enhance client experiences on the platform, ensuring effective onboarding and support.

Big DataFinancial ServicesInformation ServicesInformation TechnologySoftware
badNo H1Bnote

Responsibilities

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
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

Qualification

ExperienceCustomer supportSaaS platform experienceRelationship buildingCustomer advocacyNimbleCuriousCreative problem solvingCommunication skills

Required

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

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

Company

Novata

twittertwitter
company-logo
Novata is an ESG platform built for private markets.
dateFounded in 2021
location
New York, New York, USA
people-size51-200 employees
web-link
https://www.novata.com/

Funding

Current Stage
Growth Stage
Total Funding
$51M
Key Investors
S&P GlobalMotive VenturesHamilton Lane
2025-10-07Series Unknown
2024-05-21Series Unknown
2023-02-28Series B· $30M

Leadership Team

leader-logo
Alexander Friedman
Co-Founder, Chief Executive Officer
linkedin

Recent News

Morningstar.com
Novata Acquires Atlas Metrics To Power the Future of Sustainability Data Management
2025-10-09
Morningstar.com
Novata and S&P Global Sustainable1 Expand Collaboration To Transform Sustainability Data Management
2025-09-19
Morningstar.com
Novata and S&P Global Sustainable1 Expand Collaboration to Transform Sustainability Data Management
2025-09-15
Company data provided by crunchbase