Associate, Customer Onboarding - Customer Success

About Qapita

Qapita is pre-Series B equity management platform for startups and listed companies. Qapita supports

Qapita's platform offers cap table management tools for startup founders and provides VCs with a holistic view of their portfolio companies, fund administration and portfolio valuation and reporting tools and helps facilitate LP engagement. It also empowers both private and public companies manage their equity and cash incentive programs (commonly referred to as ESOP).

Complementing their platform, Qapita offers equity compensation and share plan design consulting services, valuation and financial reporting expertise, and private market liquidity solutions tailored to meet the needs of both shareholders and employees.

What You'll Do:

1. Champion Client Onboarding:

   Be the superhero who guides our B2B clients through the onboarding journey, ensuring they smoothly transition to the Qapita platform.

2. Data Expert:

   Help clients gather, validate, and upload their data. Accuracy is key, and you'll be the wizard making sure everything is spot on. This activity involves, reviewing ESOP Schemes and understanding CapTable Investment transactions

3. Training Guru:

   Conduct engaging training sessions that empower clients to become Qapita pros. Your goal? Maximize their platform experience.

4. Process Innovator:

   Always on the lookout for ways to make our onboarding process even better. Your ideas matter!

5. Team Collaborator:

   Work closely with sales, product, and customer success teams to ensure a seamless handover and ongoing support.

6. Documentation Master:

   Create and maintain onboarding checklists, guides, and FAQs that clients can rely on.

7. Problem Solver:

   Troubleshoot and resolve any technical hiccups clients encounter. You're their go-to for solutions.

8. Client Communication:

   Maintain regular communication with clients throughout the onboarding process, addressing any questions or concerns promptly.

A typical week includes onboarding new clients, leading Qapita platform walkthroughs, managing data accuracy, being a calm problem-solver for high-stakes clients, co-ordinating with Product & Tech teams to explain challenges and figuring out solutions to enhance customer onboarding experience.

What You Bring:

1. Customer-First Mindset:

   You’re all about delivering an exceptional client experience.

2. Communication:

   Excellent verbal and written communication skills to clearly convey problem statements, information to clients and teams.

3. Problem-Solving Skills:

   Sharp analytical skills to tackle client challenges head-on.

4. Tech Savvy:

   Familiarity with B2B SaaS platforms and understanding equity management, Cap Tables, and Venture Capital Industry is a big plus.

5. Project Juggler:

   Ability to manage multiple onboarding projects.

6. Detail-Oriented:

   With Multiple data points during Onboarding, Your attention to detail ensures nothing slips while reviewing or understanding the customer’s data.

7. Team Player:

   Collaboration is your middle name.

Your Background:

• Education:

  Bachelor’s/Master’s degree in business administration, Finance, or a related field.

• Experience:

  At least 1-2 years in client onboarding, customer success, or similar roles in a B2B SaaS environment.

• Knowledge:

  Understanding of the Startup Landscape Industry, ESOPs, Cap Table calculations, and related financial concepts is a significant advantage.

How to Apply

Interested candidates can apply on LinkedIn or send their CV to careers@qapita.com. A cover letter is not required. Only shortlisted candidates will be notified. Interviews are conducted on a rolling basis.

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Given Qapita is a B2B SaaS product in the equity management space, what do you think is the biggest challenge a Customer Success team might face? And how would you help address it?”

📢 Only applications with this response will be considered for review.

Diversity Hiring Policy

At Qapita, diversity fuels our innovation and connects us closer to our customers and the communities we serve. We are dedicated to fostering an inclusive workplace where all employees feel valued, respected, and supported. We are an equal opportunity employer, welcoming applicants from all backgrounds to join us in our mission to reshape the future of equity management and ownership in the private markets.