Onboarding Specialist

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Pulley

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Finance • SaaS • Fintech

Pulley is a comprehensive equity management platform designed for startups and companies at various stages of growth. It provides key services such as cap table management, fundraising modeling, 409A valuations, and equity advice. Pulley is trusted by thousands of companies for seamless fundraising and equity issuance across U. S. and international employees. The platform aids in the management of equity grants, automates compliance processes, and offers support for complex ownership structures including LLCs and private equity. Pulley also accommodates management of crypto and tokens distributions. The platform aims to create a culture of ownership and provides tools for HR, finance, and legal departments to streamline equity management tasks. Pulley is SOC 2 Type 2 certified, ensuring a high standard of data security and compliance.

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

📋 Description

• Lead and Execute Technical Client Implementations: • Serve as a primary point of contact for onboarding new customers, managing complex cap table migrations • Work closely with clients to understand their cap table structure, equity awards, and shareholder information to ensure accurate configuration of their cap table on our platform. • Equity Administration: • Support clients in implementing, and administering equity plans (option pools, RSUs, ESPPs). Provide guidance on data integrity, vesting schedules, and compliance. • Technical Troubleshooting & Solution Design: • Investigate complex issues spanning data integrity, platform functionality, and integrations. Identify, triage, and resolve technical challenges in collaboration with Product and Engineering. • Cross-Functional Collaboration: • Partner with Sales, Account Managers, Engineers, and Product Managers to scope requirements, deliver technical proofs of concept, and ensure accurate solution delivery.

🎯 Requirements

• 0-1 years of hands-on experience in a customer facing role, ideally at a rapidly growing SaaS company • CFA, ABV, ASA credential preferred • Proven track record of successfully managing and executing complex projects from inception to completion • Stellar communication and presentation skills; the ability to simplify complex concepts for any audience • Exposure to equity management, cap tables, 409A valuations, or stock-based compensation plans. Prior experience at a SaaS, fintech, or financial services company preferred. • Familiarity with cryptocurrency markets, trends, and digital assets preferred

🏖️ Benefits

• Competitive salary and equity • Medical, Dental, and Vision insurance • Unlimited PTO + Winter holiday break • Parental leave • Generous stipends for WFH, learning, wellness, and AI tools • 401(k) match (US) / Pension match (Canada)