Professional Services Analyst

Summary

Join Pulley's Professional Services team as a technically savvy, customer-obsessed team member. You will help startups set up and manage their cap tables accurately. Lead complex 409A valuations, guide customers through onboarding, and act as a technical problem-solver. Your work empowers founders to make smarter equity decisions. Pulley offers competitive salary and equity, medical, dental, and vision insurance, unlimited PTO, parental leave, and generous stipends. The role requires 0-1 years of hands-on experience in a customer-facing role at a rapidly growing SaaS company and proven project management skills. Stellar communication is essential. Familiarity with equity management, cap tables, and 409A valuations is needed. A CFA, ABV, or ASA credential is preferred.

Requirements

• 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

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

Preferred Qualifications

• 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)