Novata · 22 hours ago
Senior Onboarding Associate
Hybrid (New York, New York, US)
Full-time
Hybrid
Senior LevelNovata 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
No H1B
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
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
Novata is an ESG platform built for private markets.
Founded in 2021
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$51MKey Investors
S&P GlobalMotive VenturesHamilton Lane
2025-10-07Series Unknown
2024-05-21Series Unknown
2023-02-28Series B· $30M
Leadership Team
Alexander Friedman
Co-Founder, Chief Executive Officer
Recent News
2025-10-09
Morningstar.com
2025-09-19
Morningstar.com
2025-09-15
Company data provided by crunchbase