Associate, Customer Onboarding

2 weeks ago

Hyderabad, India Qapita Full time

Company Description

Qapita is a leading provider of digital equity management solutions. Our platform simplifies and automates equity management for startups, founders, investors, and employees. We help companies manage their ESOPs, cap tables, and fundraising activities efficiently and transparently. Our mission is to empower companies with tools that make equity management seamless and accessible, fostering growth and success. We are a market leader in Equity Management and Marketplace solutions for unlisted companies in India and Southeast Asia.

Our software solution streamlines the equity management process around Cap Tables, ESOPs, and transactions; Qapita Marketplace facilitates liquidity to ESOP holders and shareholders via structured buyback programs and secondary transactions.

We are founded by three experienced cofounders, each with over twenty years of track record in investment banking, corporate venture capital and technology sectors; and backed by East Ventures, Vulcan Capital, Nyca Partners, MassMutual Ventures, Endiya Partners, Citi, Alto Partners, and numerous marquee angel investors.

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.

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 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 Startup Landscape Industry, ESOPs, CapTable calculations and related financial concepts is a big plus.

Qualifications

  • Equity Management, Cap Tables, and ESOPs proficiency
  • Experience in financial transactions and market analysis
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Excel and financial modeling
  • Bachelor’s degree in Finance, Business, or a related field

What’s in It for You?

  • Career Trajectory: Start as an Executive Customer Onboarding, advance to Senior Executive within 1-2 years, and then progress to Associate and eventually Team Lead.
  • Impactful Work: The chance to make a real difference for our clients and contribute to Qapita's success. Your work will directly impact our growth and customer satisfaction.
  • Learning Environment: Access to continuous learning opportunities, mentorship from industry experts, and exposure to the latest technologies in equity management.

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