Sales & Client Operations Associate

As a Sales & Client Operations Associate , you will support the sales and revenue team by ensuring deals, client onboarding, and internal processes run efficiently. You will play a key role in coordinating onboarding activities, supporting the sales pipeline, and helping new clients successfully get started with Eqvista’s platform.

You will also provide cap table support to clients by assisting with cap table setup, share issuances, and equity transfers , ensuring clients can confidently use the platform and manage their equity data.

This is a contract-to-permanent opportunity designed for someone who wants to prove themselves quickly and grow into a long-term sales or revenue role. You will be in the office five days a week in downtown Monterey, working side-by-side with leadership and the sales team.

We believe great people do their best work when they have trust, speed, and room to experiment. If you want to try a new tool, test a better process, or move on a strong idea, we’ll support you and help you execute fast.

If you want remote flexibility or a low-intensity environment, this is not the role for you. If you want to learn fast, contribute immediately, and build a serious career in fintech and professional services , keep reading.

Coordinate client onboarding and implementation for new Eqvista customers.

Assist clients with cap table demos and cap table support.

Support the sales pipeline by assisting with outreach projects.

Provide responsive platform support to clients and answer questions related to cap table functionality.

Maintain accurate records of client activity, onboarding progress, and communications.

Collaborate cross-functionally with product, valuation, and support teams to resolve client issues quickly.

Educational or work experience in Finance, Accounting, Business Administration, Management, or a related field.

Demonstrated ability to communicate complex concepts clearly and influence executive-level stakeholders.

Highly detail-oriented with excellent organizational skills.

Fast learner who can quickly grasp new software and equity concepts.

Self-motivated, able to work independently, and responsible for managing deadlines and deliverables.

Competitive, motivated, and committed to exceeding client expectations.

Ability to quickly learn new software tools and concepts related to equity management and financial valuations.

High integrity and professional demeanor centered on exceptional customer service.

Willingness to work in-office, five days per week, in Monterey, CA.

Strong sense of responsibility and follow-through.

Professionalism rooted in integrity and quality client service.