ESG Software Onboarding Specialist

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 an ESG Flo 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 ESG Flo come about?  

ESG Flo 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. 

 

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

 

ESG Flo was founded in 2022 and is headquartered in New York. ESG Flo 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: 
 

1. Client Onboarding & Management 

• Prepare and lead weekly meetings with clients to understand their processes, data challenges, and how ESG Flo can provide support. 

• Oversee the onboarding process for new clients on ESG Flo’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. 
   

1. 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 ESG Flo’s platforms with clients. 
   

1. 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. 

    

1. 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. 
   

1. 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  

• 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 

 

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 ESG Flo?   

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 and cover letter. 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. Your journey with ESG Flo awaits!