Client Services Analyst

Seattle, WA, USA
Corporate Services

Our Onboarding Managers (Client Services Analysts) are part of the client services team at eShares. Onboarding Managers facilitate company implementation after the sales team closes a deal.

As an Onboarding Manager you will proactively take advantage of your resources to become an equity expert. You'll use your knowledge to counsel and guide clients through the implementation process to set them up for success throughout their company lifetime on eShares. This role is a fit for people that are hungry to learn and who can think creatively to find software solutions to equity and user problems. Successful Onboarding Managers embrace change.

Primary Responsibilities:

    • Support new clients and their law firms in “onboarding” them onto eShares – i.e., implementation of client’s capitalization table on eShares
    • Each on-boarding is a project – onboarding manager is the project manager coordinating the work of the law firms and clients in getting accurate and complete information inputted into the Onboarding Spreadsheet (OBS)
    • Constant communication with clients and law firms on status of the on-boarding
    • Troubleshoot and support law firms in completing the OBS and importing OBS
    • Quality check and assurance of the import
    • Continuously look for ways to improve the efficiency and effectiveness of the onboarding process
    • Participate and/or lead strategic initiatives as they arise
    • Deal with corporate accounts and protect/secure sensitive data
    • Conduct in-person client visits 
    • Work day to day with product and engineering team to perfect product/add features
    • Manages up and knows when to escalate internal and


    • 4 year college degree
    • Loves working with people (and talking to people)
    • Great people skills – high degree of empathy and great communication skills
    • Great organizational skills
    • Working knowledge of finance and accounting a plus
    • Working knowledge of equity and capitalization a plus
    • Prior project management experience a plus
    • Ability to deal with uncertainties and ambiguous situations
    • Ability to maintain confidentiality as required by customers
    • Ability to work as a team across multiple functional teams
    • You will be ambitious, pro-active, self-starter, competitive and resourceful to the team