Pulley is looking for a Professional Services Analyst to join our 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 will act as a technical problem-solver across data, product, and finance workflows.
What You'll Do
- 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.
- Support clients in implementing and administering equity plans, including option pools, RSUs, and ESPPs, providing guidance on data integrity and compliance.
- Investigate complex issues spanning data integrity, platform functionality, and integrations, triaging and resolving technical challenges 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.
What We're Looking For
- 0-1 years of hands-on experience in a customer-facing role, ideally at a rapidly growing SaaS company.
- A proven track record of successfully managing and executing complex projects from inception to completion.
- Stellar communication and presentation skills with the ability to simplify complex concepts for any audience.
Nice to Have
- A CFA, ABV, or ASA credential is preferred.
- Exposure to equity management, cap tables, 409A valuations, or stock-based compensation plans. Prior experience at a SaaS, fintech, or financial services company is preferred.
- Familiarity with cryptocurrency markets, trends, and digital assets.
Team & Environment
You will be part of the Professional Services team, collaborating closely with Sales, Account Managers, Engineers, and Product Managers.
Benefits & Compensation
- 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).
Work Mode
This is a remote position.
Pulley is an equal opportunity employer.
