Qapita | Associate, Customer Success, US Private Markets
1 day ago
Role
As we expand our footprint in the US Private Markets, we are looking for a dedicated Associate/Senior Associate, Customer Success, to support our growing client base. This role will involve working closely with clients, helping them navigate the complexities of equity management, and ensuring they maximize the value of Qapita’s platform. Please note that working hours for this role are aligned to the US time-zones' business hours
Key Responsibilities
Client Onboarding & Cap Table Management : Facilitate the seamless onboarding of clients to Qapita’s capitalization management platform. Maintain accurate and up-to-date cap tables reflecting all equity ownership, including shares, options, warrants, convertible notes, and other securities
Transaction Support & Analysis : Assist clients with tracking changes in equity ownership resulting from equity issuances, transfers, conversions, exercises, and other corporate actions, and analyzing cap tables to reconcile and provide specified metrics for client transactions
Strategic Customer Success Development : Assist Qapita CSMs with developing and implementing strategies tailored to the customer journey, including renewals and relationship governance. Identify areas for increased product usage and adoption through innovative project management
Insight Sharing & Collaboration : Partner with internal teams, including product, valuations, and consulting, to share valuable insights that enhance overall customer satisfaction and product experience
Performance Reporting & Best Practice Sharing : Regularly report on product adoption, usage, and customer health, and share best practices in equity management with clients to help them achieve their goals
Operational Oversight & Support : Provide operational oversight, ensuring targets and KPIs are met. Deliver high-quality customer service and manage customer inquiries efficiently.
Required Qualifications
Experienc e: 2+ years of experience in customer success, corporate finance, or venture capital, including exposure to venture capital financings, private placements, M&A, and corporate maintenance. Senior candidates must have 4+ years of relevant experience
Customer Success Experience : Proving track record working with and supporting North American clients in previous roles
Educational Background : Bachelor's degree in business, finance, or a related field is preferred. Strong understanding of US Private Markets, startups ecosystem, equity management principles and proficiency in cap table management software
Technical Proficiency : Familiarity with SEC regulations (e.g., Rule 701, Rule 144) and other regulatory requirements governing equity compensation. Demonstrated ability to use Microsoft Office suite and other relevant firm applications effectively
Skills & Competencies : Strong analytical and math skills, excellent communication (oral and written), and the ability to maintain confidentiality and build trust with clients. A customer-centric mindset with exceptional relationship-building skills is essential
Adaptability & Drive : Willingness to learn and grow in a fast-paced environment. Ability to handle multiple priorities with a high level of professional integrity and a proactive approach to problem-solving
Join Qapita to help redefine equity management for startups and scale-ups, supporting companies in the US and beyond to unlock the full potential of ownership
How to Apply
Interested candidates can apply on LinkedIn or send their CV to CC: Cover letter is not required. Only shortlisted candidates will be notified, interviews are conducted on a rolling basis.
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.
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