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Qapita is a Series B equity management platform serving over 3,000 clients across Asia, ANZ, and the US. The platform provides cap table management, fund administration, portfolio valuation, and ESOP management tools for startups, VCs, and listed companies.
You will join Qapita's expanding Customer Success organization as an Associate supporting US-based customer onboarding. This is a US-hours role based in Pune, India, working directly with customers and internal teams during US business hours. You'll manage the end-to-end onboarding journey from contract signature through first value realization.
Key responsibilities include: supporting US customer onboarding workflows and coordinating across internal functions; managing onboarding project tasks and timelines using project management tools; serving as primary point of contact for customers during onboarding, handling queries and collecting required information; maintaining accurate project records and documentation; partnering with Senior CSMs and the Onboarding Manager on strategic accounts; supporting customer equity data configuration and validation during platform setup; and contributing to continuous improvement of onboarding playbooks and SOPs.
You bring 1–3 years of experience in customer onboarding, customer success, implementation, or similar customer-facing roles, ideally in SaaS or fintech. You are comfortable working US business hours consistently and have a structured, detail-oriented, process-driven approach. You communicate clearly and professionally with US-based customers and stakeholders. Experience with project management or CS tools (Rocketlane, Asana, HubSpot, or similar) is advantageous. Curiosity about equity compensation, cap tables, or financial services is valued; prior domain knowledge is a plus but not required.
