Onboarding Specialist
Role Overview
This mid-level role involves leading technical client implementations for cap table management, including onboarding new customers and handling complex migrations. The Onboarding Specialist supports equity administration by guiding clients on equity plans, data integrity, and compliance, while troubleshooting technical issues across data, product, and finance workflows. As part of the Professional Services team, the hire will directly empower founders to make smarter equity decisions, impacting long-term company growth.
Perks & Benefits
The job is fully remote, likely with flexible hours, though time zone expectations may align with team collaboration. It offers career growth in a high-performing, execution-focused tech environment, with opportunities to work on AI-native tools and engage with top investors. The culture emphasizes passion, self-starting, and customer obsession, typical of fast-growing startups.
Full Job Description
🚂 About Pulley: Pulley's mission is to make it easier for anyone to start a company. We believe that more startups should exist and that founder-led companies are more successful in the long term. With Pulley’s cap table management tools, companies can better understand and optimize their equity for the long term. Starting a company is hard enough. Managing equity shouldn’t be. We’re a high-performing team looking for passionate, execution-focused, self-starters to help us build the next generation of equity and business management tools for founders in an AI-native world. Pulley is growing quickly with over 4,000 customers including startups like Linear, Runway, Fathom, and Roam. Our trajectory is fueled by top investors like Founders’ Fund, Stripe, General Catalyst, Caffeinated Capital, 8vc, Elad Gil, among other great angels. All of our growth has been organic, and we’re growing the team to meet the demand. 🌟 About the role We’re looking for a technically savvy, customer-obsessed team member to join Pulley’s Professional Services team. This role sits at the intersection of equity expertise and product fluency, helping startups set up and manage their cap tables accurately from day one. You’ll lead complex 409A valuations, guide customers through onboarding journeys, and act as a technical problem-solver across data, product, and finance workflows. Your work directly empowers founders to make smarter equity decisions, laying the groundwork for long-term company growth. 🛠 What you’ll do
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. Please mention the word **EASE** and tag RODguMTk4Ljk5LjE0Mw== when applying to show you read the job post completely (#RODguMTk4Ljk5LjE0Mw==). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.
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