Onboarding Specialist
Customer Success
WFA Digital Insight
As the demand for equity management specialists grows, Pulley's Onboarding Specialist role stands out for its unique blend of technical and financial expertise. With a 34% increase in demand for paid media and digital skills in 2025, this role is perfect for those looking to leverage their skills in a high-growth company. Before applying, candidates should be aware of the need for a strong understanding of cap table management and equity administration.
Job Description
About the Role
Pulley is seeking a technically savvy Onboarding Specialist to join their 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.Responsibilities
- Lead complex 409A valuations and guide customers through onboarding journeys
- Act as a technical problem-solver across data, product, and finance workflows
- Support clients in implementing and administering equity plans
Requirements
- Strong understanding of cap table management and equity administration
- Technical skills and product fluency
- Ability to work closely with clients and provide guidance on data integrity and compliance
How to Stand Out
- Tip: Highlight your experience with cap table management and equity administration in your resume and cover letter.
- Ensure you have a strong understanding of technical troubleshooting and solution design.
- Be prepared to discuss your experience working with clients and providing guidance on data integrity and compliance.
- Show examples of your ability to work independently and as part of a team.
- Research Pulley's company culture and values to show your enthusiasm for the role.
This is a remote position listed on WFA Digital, the platform for professionals who work from anywhere. Browse more remote jobs across all categories.