Onboarding Specialist

🚂 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.
• 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.

🙌 What you’ll bring

• 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

✨ Why work at Pulley?

• We’ve moved beyond early-stage uncertainty - Our product has traction and we’re building on a solid foundation, but we’re still early enough in our journey where your work will directly shape the company’s trajectory as we scale.
• Make it easier for anyone to start a company - Founders turn bold ideas into reality - building things that might not exist otherwise. Starting a company is hard enough. Managing equity shouldn’t be. Pulley exists to make equity management simpler, smarter, and more accessible for founders from day one.
• Work with a high-performing and passionate team - We value the concept of stunning colleagues and we’re thoughtful about creating a team that is excited about building a great company together. Here are our operating principles:
• Principles over playbooks - Understand why strategies succeed or fail by asking questions. When you know the ‘why’, you can adapt, innovate, and find new paths to success.
• Momentum over speed - Find the best path to deliver value. Build momentum to balance the short term wins vs longer term success.
• Good taste over data - Take bold bets and trust your instincts to find the unlikely bet.
• Ideas over egos - Let the best idea win, no matter where it comes from. Cultivate an environment where everyone feels empowered to speak up.
• Gladiator over spectator - Execute; don’t just critique or ideate. You’re the one putting in the work, sweating the details, and driving for results.
• Conviction over consensus - Have the courage to back your ideas strongly, even when they defy the status quo. Disagree and commit.
• Proactive over passive - Drive your own clarity and pull for context. Ask questions, dig deeper, and grasp the full picture.

💚 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)

Annual Salary Range: $50,000—$75,000 USD

The range above reflects the typical salary range for this role. The final offer will depend on factors such as your experience, interview performance, level, and other considerations assessed during the hiring process.