Sales & Client Operations Associate

Eqvista Inc.; Monterey (CA); On-site; USD 34,000 - 55,000; Full time

Benefits offered by this job

Performance incentives

ESOP after 3 months

Job summary

A leading fintech firm in downtown Monterey is seeking a Sales & Client Operations Associate. This is a contract-to-permanent role focused on efficient client onboarding and assisting with cap table management. Ideal candidates will possess experience or education in finance or business and must exhibit excellent communication and organizational skills. You will work in-office full-time, collaborating closely with the sales team. This position offers performance incentives and opportunities for career growth within a dynamic company.

Qualifications

• Educational or work experience in a related field.
• Ability to communicate complex concepts clearly.
• Excellent organizational skills and detail-oriented.
• Fast learner who can quickly grasp new software and equity concepts.
• Self-motivated, able to work independently, and responsible for deadlines and deliverables.
• Competitive, motivated, and committed to exceeding client expectations.
• Ability to quickly learn equity management and valuation software.
• High integrity and professional demeanor centered on client service.

Responsibilities

• Coordinate client onboarding for new customers.
• Assist clients with cap table support.
• Help maintain accurate records of client activity.
• 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.

Skills

Finance knowledge

Communication skills

Detail-oriented

Self-motivated

Customer service

Executive communication

Education

Degree in Finance, Accounting, Business Administration

Tools

Eqvista platform

Job description

Contract-to-Permanent | In-Office Only • Downtown Monterey, CA • Remote applicants will not be considered

We are a leading equity management and business valuation firm serving private companies and venture-backed startups. Our platform helps founders, CFOs, and investors manage cap tables, stock options, and perform defensible, audit-ready valuations. We are a profitable Fintech company, and we would love to have you here in beautiful Monterey. We do things differently from the traditional VC-dependent companies.

In just a few years, we’ve grown to serve 25,000+ private companies, with $300B+ in assets under administration and $100B+ in valuations performed, adding over $5B in new valuations monthly. We are revenue-generating, profitable, and scaling fast.

The firm is led by seasoned fintech entrepreneurs with a track record of building #1 category leaders and generating billions in revenue. You’ll work closely with senior leadership, sales, and product-this is not a “back-office” role.

Our culture is intense, collaborative, and execution-driven. We expect ownership, accountability, and excellence-but we reward it with real responsibility, accelerated growth, and long-term upside.

About the Role

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.

In This Role, You Will

• 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.

What you’ll need

• 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.

Non-Negotiables

• 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.

Compensation & Growth

This is a contract-to-permanent role, with clear performance benchmarks for conversion to full‑time.

• Competitive hourly or contract rate (based on experience)
• Performance incentives and ESOP after 3 months

How to Apply

Submit your resume along with a brief note explaining why you’re a strong fit for a high‑expectation, in‑office sales role. Send your application to [e-mail].

Candidates who demonstrate urgency, polish, and genuine motivation in their application will be prioritized.

Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!