Remote Onboarding Specialist - Equity Management

About the Role

We're hiring a Remote Onboarding Specialist to join our dynamic team at Pulley. In this role, you'll play a crucial part in helping startups manage their equity effectively. As a Remote Onboarding Specialist, you will be the primary point of contact for new customers, guiding them through the onboarding process and ensuring they have a seamless experience.

What You'll Do

• Lead and execute technical client implementations, serving as the main contact for onboarding new customers and managing complex cap table migrations.
• Work closely with clients to understand their cap table structure, equity awards, and shareholder information to ensure accurate configuration on our platform.
• Support clients in implementing and administering equity plans, including option pools, RSUs, and ESPPs.
• Provide guidance on data integrity, vesting schedules, and compliance to ensure clients are well-informed.
• Investigate complex issues related to data integrity, platform functionality, and integrations, identifying and resolving technical challenges in collaboration with Product and Engineering teams.

Requirements

• 2-5 years of experience in onboarding, customer success, or a related field, preferably in a tech or finance environment.
• Strong understanding of equity management, cap tables, and financial workflows.
• Excellent problem-solving skills and the ability to troubleshoot technical issues effectively.
• Exceptional communication skills, with a focus on customer service and relationship building.
• Experience with data management and technical implementations.

Nice to Have

• Experience with 409A valuations and equity administration.
• Familiarity with financial software or platforms.
• Knowledge of compliance regulations related to equity management.

What We Offer

• Competitive salary ranging from $60,000 to $80,000 per year.
• Fully remote work environment with flexible hours.
• Opportunity to work with a high-performing team and contribute to innovative equity management solutions.
• Professional development opportunities and support for continuous learning.
• A chance to make a significant impact on the success of startups and their founders.