Associate, Customer Onboarding (US hours)

About Qapita

Qapita is a Series B equity management platform for startups and listed companies. Qapita supports over 3,000 clients across Asia, ANZ and the US, while engaging their investors and over 500,000 employees.

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 to 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.

The Opportunity

Qapita's Customer Success organization is expanding its US operations, and we are hiring an Associate, Customer Onboarding to support our growing US customer base. This is a US-hours role based in India (Pune), working directly with customers and internal teams during US business hours. It is suited to a detail-oriented, process-driven professional who wants to build a career in customer success and equity management while gaining meaningful exposure to the US market.

Key Responsibilities

• Support the end-to-end onboarding of US-based customers from contract signature through to first value, coordinating across internal functions and customer stakeholders.
• Manage onboarding project tasks and timelines within Qapita's project management tooling, keeping all activities on track and escalating risks proactively.
• Serve as a point of contact for US customers during the onboarding phase, handling day-to-day queries, collecting required information, and communicating progress updates clearly.
• Maintain accurate project records, status trackers, and customer documentation across onboarding workflows.
• Partner with Senior CSMs and the Onboarding Manager to deliver operational outcomes on strategic accounts.
• Support the configuration and validation of customer equity data during platform setup, working closely with product and technical teams as needed.
• Contribute to the continuous improvement of onboarding playbooks, templates, and standard operating procedures.

Required Qualifications

• 1 to 3 years of experience in supporting US customers with customer onboarding, customer success, implementation, or a similar customer-facing role, ideally in SaaS or fintech.
• Comfort working US business hours on a sustained basis, with a structured approach to managing your time across a US-aligned schedule.
• Strong attention to detail and a process-driven mindset; you take ownership of the small things that keep larger projects moving.
• Clear, professional written and verbal communication skills, with the ability to interact confidently with US-based customers and stakeholders.
• Working knowledge of project management or CS tooling (Rocketlane, Asana, HubSpot, or similar) is an advantage.
• Curiosity about equity compensation, cap tables, or financial services; prior domain knowledge is a plus but not required.

How to Apply

Interested candidates are encouraged to send their CV, a quick video introducing themselves, and one thing about them that's not on their resume to [Confidential Information] mentioning the role they are applying for. 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.