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Published 2023-07-26

Onboarding Associate

Type of job: Remote
Country: United States
City: New York
Company: Novata

Description of the offer

Novata is a public benefit corporation that empowers the private markets to achieve a more sustainable and inclusive form of capitalism. Novata’s technology platform makes navigating the ESG landscape simple for private markets by identifying a clear starting point for selecting the metrics that matter, streamlining data collection, and contextualizing data to drive reporting and action. Novata, which is backed by the Ford Foundation, Hamilton Lane, Microsoft, Omidyar Network, and S&P Global, is majority controlled by mission-driven organizations and its employees.

Our company values are:

  • Integrity: Doing the right thing, in the right way, for the right reasons
  • Togetherness: Showing up with kindness and empathy everyday
  • Agility: Sharing differing opinions and embracing risks
  • Longevity: Built to last and contribute to societal wellness

Our goal is to help avoid fragmentation of ESG standards and better enable firms to assess their ESG performance—because a company can’t change what it can’t measure. We are passionate, highly motivated, and experienced individuals who embrace our diverse backgrounds – and we hope that you’ll join us.


About the role:

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

  • Help craft our onboarding engagement 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 kick-off, preparation for the first reporting cycle, and engagement with portolifo 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, services, & metric teams to ensure onboarding processes for clients are included and prioritized appropriately
    • Keep Hubspot & Plan Hat 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 l are our user’s biggest advocates.
  • 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


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

Anticipated Salary for this role: $75,000 + variable comp and stock options


Why Join Us?

Novata is a certified B Corporation that enables the private markets to achieve a more sustainable and inclusive form of capitalism. We deeply value diversity, equity, inclusion, and belonging (DEIB) as a part of our company’s identity. We are committed to fostering a culture that values and respects the differences of every individual, and we actively seek to build a diverse and inclusive team. This commitment to DEIB extends from our leadership to every employee, as we strive to create a culture where all voices are heard, valued, and respected.

Novata is an Equal Opportunity Employer and it is our policy that we will not discriminate on the basis of race, color, religion, sex, gender, national origin, age, disability, or any other protected category with respect to recruitment, hiring, training, promotion and other terms and conditions of employment.

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