About Eqvista
Eqvista is an integrated Saas system that helps companies to manage private company equity by minimizing costs by automation, accounting, sharing and compliance tools built into the system. We also provide an array of valuation services for helping founders find their valuation for fundraising and ESOP issuance (409a).
Please visit: https://eqvista.com/ to learn more about our company.
For more open position, please visit: https://eqvista.com/careers/
About this role
In this role, you will consult with existing and new clients to understand their equity management challenges while guiding them in using our Cap Table product. You will be responsible for conducting product demos, assisting clients during onboarding, and collaborating with sales and customer success teams to support business growth. We highly value outstanding customer service and professionalism, as well as the ability to adapt quickly in a fast-paced environment.
Job Responsibilities & Duties:
- Consult with existing and prospective clients to identify equity management challenges and recommend solutions using our Cap Table product.
- Conduct engaging product demos tailored to client needs, showcasing the value and functionality of Eqvista's platform.
- Guide and assist clients through the onboarding process, ensuring a seamless and positive experience from day one.
- Collaborate cross-functionally with sales and customer success teams to drive business growth and client retention.
- Accurately input, verify, and update client information in databases, cross-checking for errors or inconsistencies.
- Organize and manage large volumes of data for efficient retrieval, reporting, and backups.
- Follow strict confidentiality and security protocols to protect sensitive client data.
- Provide timely and professional responses to client inquiries, ensuring high levels of satisfaction.
- Identify inconsistencies, support basic data organization, and perform admin tasks such as file sorting.
- Work during US business hours and maintain clear, timely communication with US-based office members.
Required Skills and Qualifications:
- Strong client-facing communication skills with the ability to explain complex concepts clearly and confidently.
- Experience conducting product demos and client presentations.
- Proven ability to collaborate effectively with sales, technical, and customer success teams.
- Exceptional attention to detail and accuracy in data handling.
- Proficiency with Microsoft Excel, Google Sheets, or similar tools.
- Ability to manage high volumes of client data efficiently and securely.
- Excellent organizational skills and a commitment to data privacy and confidentiality.
- Outstanding customer service orientation and a professional, client-first mindset.
- Ability to adapt quickly in a fast-paced, dynamic work environment.
Job Requirements:
- Bachelor's Degree in Computer Science, Finance, Accounting, Management, or Business Administration.
- Must be available to work US business hours and maintain consistent, responsive communication with team members.
- Comfortable collaborating across time zones with colleagues and stakeholders located in the United States.
- Minimum 1 year of SaaS software/product experience (required).
- Minimum 1 year of experience in client onboarding and/or data entry roles (required).
- Minimum 1 year of experience in a customer-facing or technical support role.
- Analytical mindset with a strong attention to detail.
- Excellent written and spoken English communication skills.
- Strong interpersonal and relationship-building skills.
- Self-motivated, independent, and capable of meeting deadlines in a remote work environment.
- Proficiency in Microsoft Excel and Word.
- Available to start immediately; must be able to pass a background check.
