Professional Services Analyst jobs in United States
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Pulley · 4 weeks ago

Professional Services Analyst

Pulley is a company focused on simplifying equity management for startups. They are seeking a technically savvy, customer-obsessed Professional Services Analyst to assist clients in managing their cap tables and provide technical troubleshooting to ensure accurate implementation of equity plans.

Financial ServicesFinTechInformation ServicesSoftware
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Equity management409A valuationsSaaS experienceCFA credentialTechnical troubleshootingCryptocurrency familiarityCross-functional collaborationCommunication skillsPresentation skills

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. Prior experience at a SaaS, fintech, or financial services company preferred

Preferred

CFA, ABV, ASA credential 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

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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