Customer Success Onboarding Specialist

Tracera; United States; On-site; USD 160,000 - 181,600; Full time

Job summary

A sustainability technology startup is seeking an ESG Customer Success Onboarding Specialist to manage client onboarding and support sustainability initiatives. This entry-level role involves direct communication with clients, overseeing the onboarding process, conducting training sessions, and collaborating with internal teams. The ideal candidate will have experience in project management, data organization, and knowledge of sustainability. This position is full-time and offers a competitive salary ranging between $160,000.00 and $181,600.00.

Qualifications

• Experience in Excel and data organization.
• Client-facing experience is required.
• Knowledge of sustainability and ESG is desired.
• Background in calculating carbon footprints is a plus.

Responsibilities

• Guide clients through their sustainability journeys for onboarding.
• Manage client onboarding process from start to finish.
• Conduct training sessions for new clients.
• Collaborate with internal teams to resolve client issues.

Skills

Excel

Data organization

Project management

Client-facing roles

Sustainability knowledge

Languages (German, Italian, Dutch)

Education

Undergraduate or graduate degrees in environmental science or sustainability

Tools

Excel

Data analysis tools

Job description

ESG Customer Success Onboarding Specialist

Tracera (Formerly ESG Flo) is seeking a dedicated ESG Onboarding Specialist to join our team. In this role, you’ll collaborate closely with our Customer Success, Sales, and Product teams to assist clients with product onboarding and act as the bridge between client feedback and Product teams. You will also serve as a Tracera expert for clients throughout the onboarding process. We’re excited to announce an opportunity for our first Customer Success team hire, who will report directly to the Head of Customer Impact & Success. This role offers a unique chance to shape our customer success strategies and make a significant impact on the company.

Our goal is to make ESG data collection and reporting easy, efficient, and enjoyable. We help sustainability teams focus on driving meaningful impact in Environmental, Social, and Governance domains rather than getting bogged down with reporting tasks.

How did Tracera come about?

Tracera is an AI-enabled Data management and reporting solution designed to automate the ESG data gathering process and provide real-time insights into ESG factors. This software makes ESG reporting and decision making seamless by optimizing extraction, validation, and transformation of relevant data. It is built from the ground up with auditability in mind.

Tracera aligns operations with global climate goals, promotes social responsibility, and enhances corporate governance practices. Their 5 values are: Truth, Trust, Transparency, Totality and Time.

Tracera was founded in 2022 and is headquartered in New York. Tracera receives funding and support from Bain & Company as well as other top VCs.

What will I be doing?

In this role, you will play a crucial part in guiding our clients through their sustainability journeys. For new clients, you will serve as the primary point of contact, managing their onboarding process from start to finish. For existing clients, you will act as a dedicated point of contact, understanding their pain points, addressing questions, assisting with training, identifying areas for improvement on an ongoing basis, and supporting clients on carbon footprint calculations. You will also have opportunities to collaborate with the Product team by sharing client feedback and helping to prioritize new features.

To be more specific, you will engage in the following tasks:

Client Onboarding & Management

• Prepare and lead weekly meetings with clients to understand their processes, data challenges, and how Tracera can provide support.
• Oversee the onboarding process for new clients on Tracera’s Scopes 1, 2, 3, and Compliance Reporting Platforms, including data organization and follow‑ups, AI/ML engagement, and ongoing support.
• Collaborate with prospective clients to explore mutual growth opportunities.
• Conduct training sessions and workshops for new clients and their teams throughout the onboarding process.
• Work closely with client Sustainability Teams and gain valuable exposure to ESG topics.

Collaboration with Customer Success Team

• Work directly with the Head of Customer Success on account management to ensure successful client relationships.
• Partner with fellow customer success data analysts to streamline client onboarding and data organization.
• Ensure the team meets all deadlines for client onboarding.
• Maintain the highest standards of transparency & accuracy throughout the onboarding process.
• Engage with internal and external auditors on Tracera’s platforms with clients.

Collaboration with Product and Engineering Teams

• Provide customer feedback to the Product team, help prioritize features, and act as a liaison between clients and the Product team.
• Report bugs and issues to the engineering team for resolution.
• Manage customer bug tickets and provide updates to clients based on communication from the engineering team.

Perform Data Analytics and Support to Current Clients

• Collaborate with clients to address key challenges in data collection and standardization.
• Utilizing Excel and other data analysis tools, support clients in identifying critical changes to historical data or current calculations that could affect reported figures.
• Assist clients with other data analytics, such as calculating carbon footprints for scope 1, 2, and 3 emissions.

Additional Opportunity: Ad Hoc Sustainability Consulting

• This role may involve ad hoc consulting, such as supporting clients with small projects like water footprint analysis or target tracking.

That sounds just right to me. Who are we looking for?

Qualifications

• You have experience in excel, data organization, and project management.
• You have had client-facing roles.
• Working knowledge of sustainability and the ESG space (previous experience in calculating carbon footprints is desired).
• Undergraduate or graduate degrees in environmental science or sustainability, or experience in a similar role/industry is a plus.
• Bonus points for familiarity with the software startup ecosystem.
• Bonus points for speaking another language (German, Italian, Dutch).

Qualities

• You thrive within a high-speed startup.
• You are a thought leader who is comfortable engaging with clients daily and providing recommendations on projects at hand.
• You are a hands-on problem solver, proactively approaching challenges with a positive attitude.
• You are an empathetic team player willing to jump in and do whatever it takes.

Please note that this role begins with a 90-day evaluation period during which you will collaborate with the team to define your objectives. Your performance will be assessed based on these objectives at the end of the 90-day window.

Why should I join Tracera?

You will be joining an exciting seed stage startup with a clear mission to simplify ESG compliance. We are a group of smart, hard-working, passionate, and fun-loving individuals committed to making the world a better place. Here, you can leave your mark by supporting our clients on their most pressing issues.

To apply, please submit both a resume. Be sure to showcase your experience working with clients and/or on various projects. Any sustainability background is a plus! Additionally, please provide details of your role on the projects you’ve been involved in.

Seniority level: Entry level

Employment type: Full-time

Industries: Climate Data and Analytics

Location: New York, NY | Salary: $160,000.00 - $181,600.00