Talantix.io
Pulley•19.02.26
AI SCORE 8.5

Remote Onboarding Specialist - Equity Management

$60K–$80K/year
RemoteTech Management
Equity Management•Customer Success•Technical Troubleshooting•Data Integrity•Financial Workflows

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.
Language Requirements
EnglishC1
BasicIntermediateAdvancedNative
Why This Job8.5 of 10

This Remote Onboarding Specialist role at Pulley offers a unique opportunity to work with startups in managing their equity. With a competitive salary and a fully remote work environment, it's an excellent chance to make a significant impact.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

Who Will Succeed Here

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Proficient in Equity Management systems such as Carta or Shareworks, with a strong understanding of financial workflows and data integrity processes.

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Highly self-motivated and organized, able to manage multiple onboarding projects simultaneously in a remote environment, ensuring timely and efficient customer interactions.

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Analytical mindset with a knack for technical troubleshooting, allowing for quick resolution of client issues and enhancements to their onboarding experience.

Learning Resources

→Equity Management Basicsarticle
→Customer Success Fundamentalscourse
→Understanding Financial Workflows in Techarticle

Career Path

Remote Onboarding Specialist - Equity Management(Now)→Customer Success Manager(1-2 years)→Director of Customer Success or Onboarding(3-5 years)

Market Overview

Market Size 2024
$10.5B
Annual Growth
12.3%
AI Adoption
37%
Investment
+25%
Labour Demand
+15%
Avg Salary
$85K

Skills & Requirements

Required
Equity ManagementCustomer SuccessTechnical Troubleshooting
Growing in Demand
Data AnalyticsCustomer Relationship Management (CRM) ToolsRegulatory Compliance Knowledge
Declining
Excel-Based ReportingManual Data Entry

Domain Trends

Increased Automation in Equity Management
Automation tools are projected to reduce manual processes by 40% in equity management, improving efficiency and accuracy.
Rise of AI-Driven Insights
AI technologies are expected to provide actionable insights for equity management, with 50% of firms adopting such solutions by 2025.
Focus on Employee Equity Programs
Companies are increasingly implementing employee equity programs, with a 30% increase in participation rates noted over the past year.

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