Onboarding Associate, Novata
Offers stock options
ESG platform for private markets
Job no longer available
ESG platform for private markets
101-200 employees
Job no longer available
Offers stock options
101-200 employees
Company mission
To empower private markets to achieve a more sustainable and inclusive form of capitalism.
Role
Who you are
- 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
What the job involves
- You will be joining Novata’s growing client-facing team as an onboarding associate
- 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
- 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
Our take
ESG (Environmental, Social, and Governance) investment has been on a remarkable rise, increasing by over 50% in recent years and pulling in nearly $500B annually. This surge is driven in part by a growing collective pressure to invest in companies that prioritize sustainability and ethical practices.
With this trend accelerating, there's a clear need for better tools to track and analyze ESG data. That's where Novata comes in. The company offers robust solutions that allow investors to monitor and assess the ESG performance of their portfolios, helping them make more informed, responsible investment decisions.
Backing Novata is an impressive list of investors, including the Ford Foundation, Omidyar Network, S&P Global, and Hamilton Lane. The company's first funding round raised a staggering $21M - one of the highest ever for a public benefit corporation. This momentum continued in 2024 when the company attracted new investors and strengthened its financial backing, positioning itself to expand its sustainability solutions and enter expand its geographies while securing its place as a key player in the ESG space.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (2 rounds)
Feb 2023
$30m
SERIES B
Nov 2021
$21m
SERIES A
Total funding: $51m
Company benefits
- Comprehensive health benefit packages (medical, dental, vision and pension)
- Robust leave policies (PTO, parental leave, VTO)
- Opportunities for personal and professional development
Company HQ
Civic Center, New York, NY
Leadership
Alex Friedman
(Co-Founder & CEO)Former White House Fellow in the Clinton Administration and an Assistant to the Secretary of Defense. Co-founder of Jackson Hole Economics, a non-profit research organization in economics, politics, the environment and finance. Served as CEO, CIO & CFO for a number of publicly listed financial services companies including GAM Investments, UBS, and the Bill & Melinda Gates Foundation.
Josh Green
(Co-Founder & COO)Prior to co-founding Novata, spent 15 years as CEO of trade data insights platform Panjiva (acquired by S&P Global in 2018). Former assistant CEO at growth investment firm the iFormation Group, created by technology VC Boston Consulting Group.
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