Customer Success Associate

About Novata

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.

You will:

• Help craft our engagement for long term retention of our customers who are fit for our product, mid-market clients, and newer to their ESG journey.
• Be interested in growing your career. We need leaders. 
• Day to Day:
• Lead engagement with your accounts and manage the customer relationship from onboarding, renewal, expansion and beyond. 
• Keep systems and people (Hubspot & PlanHat) updated with all client interactions to help inform data driven decisions
• Be thoughtful about pipeline management around renewal and expansion revenue.
• Be creative and resourceful in solving problems or answering questions that our customers have.
• Be proactive to ensure best practices are developed for future clients and internal teams.
• Collaborate with the product, marketing, services, & metric teams to ensure client perspectives are included and prioritized appropriately 
• Support your customer success, sales, services, and other department team members on projects that contribute to Novata’s success. 
• Support the customer success team in cross-client work, such as adding new users or helping a user understand an ESG metric on chat.
• Keep Hubspot & Plan Hat updated with all client interactions.
• Continue to learn and explore ESG topics as well as functionality of the platform.
• This role is a highly consultative role that does not perform the configuration of our solutions but is the overarching orchestrator of each customer’s onboarding journey.

Requirements

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 your client’s biggest advocate.
• 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, and a plus if those were through a SaaS platform.
• Supporting a larger portfolio of clients
• Creating value for your customers
• Building relationships 
• Being creative and solving problems for your customers
• Renewing and expanding relationships with customers

Benefits

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 allows you to achieve all your life goals. Here are the important highlights:

• Competitive salary reviewed annually to account for market shifts
• Equity in the company (stock options)
• Comprehensive health benefits packages (medical, dental, vision, pension)
• Robust leave policies (PTO, parental leave, VTO)
• Flexible work environment with full support for remote work and access to our office in New York 
• Opportunities for personal and professional development
• An experienced, mature and extremely enthusiastic team that thrives on collaboration

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 a