Professional Services Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Pulley · 1 month ago

Professional Services Analyst

Pulley is a company dedicated to simplifying equity management for startups. The Professional Services Analyst will play a key role in onboarding new customers and managing their cap tables, while also providing technical support and collaborating with cross-functional teams to deliver solutions.

Financial ServicesFinTechInformation ServicesSoftware
check
H1B Sponsor Likelynote

Responsibilities

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
Support clients in implementing, and administering equity plans (option pools, RSUs, ESPPs). Provide guidance on data integrity, vesting schedules, and compliance
Investigate complex issues spanning data integrity, platform functionality, and integrations. Identify, triage, and resolve technical challenges in collaboration with Product and Engineering
Partner with Sales, Account Managers, Engineers, and Product Managers to scope requirements, deliver technical proofs of concept, and ensure accurate solution delivery

Qualification

Equity management409A valuationsSaaS experienceTechnical troubleshootingStellar communicationCryptocurrency familiarityProject managementCross-functional collaboration

Required

0-1 years of hands-on experience in a customer facing role, ideally at a rapidly growing SaaS company
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

Preferred

CFA, ABV, ASA credential preferred
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)

Company

Pulley

twittertwittertwitter
company-logo
Pulley is a developer of cap table management, communications hub, and fundraising modeling platforms to manage equity for startups.

H1B Sponsorship

Pulley has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)

Funding

Current Stage
Growth Stage
Total Funding
$50.15M
Key Investors
Founders FundStripe
2022-07-13Series B· $40M
2020-10-21Series A· $10M
2020-03-17Seed· $0.15M
Company data provided by crunchbase