Job Description

Location: Monterey, CA | In-office role

About Eqvista

Eqvista is an all-in-one SaaS platform that helps companies manage their private company equity. Our integrated system provides automation, accounting, sharing, and compliance tools to minimize the costs and complexities of equity management.

By using Eqvista, companies can determine their value, streamline their equity management processes, ensure compliance, and focus on their core operations and growth strategies.

Proudly ranked #1 on G2, Eqvista is trusted for delivering valuations that are not only fast and affordable—but also accurate, audit-ready, and defensible.

Trusted by over 20,000 companies—from early-stage startups to unicorns, SMEs, and VCs—Eqvista combines expert valuations with an advanced equity management platform.

We’ve valued over $100 billion in private company equity and perform $3B+ in valuations and audits every month across a wide range of industries.

Our AI-powered, human-delivered approach combines smart technology with our NACVA-certified valuation analysts to deliver the fastest, best-priced, 5-star rated valuations on the market. Every 409A valuation includes lifetime audit support and comes bundled with our premium cap table platform—at no additional cost.

Our solutions include:

•  409A valuations, including timely updates, renewals, and adjustments for key events
•  Cap table management for your company and all of its shareholders, with full support for migration from other providers or spreadsheets
•  Qualified Small Business Stock (QSBS) Attestation Letter
•  83(b) Election, including submission to the IRS
•  ASC 718 Stock-Based Compensation Expense reporting
•  Plus: investment, FMV, gift & estate, portfolio, software/IP valuations, and more

To learn more about us, please visit our website:

Position Overview

We are seeking a detail-oriented and proactive Revenue Operations Specialist to join our growing team. This role will be instrumental in supporting our sales organization by optimizing revenue processes, managing client relationships, and ensuring seamless execution of our sales operations. The ideal candidate will work closely with our sales team to drive client follow-up activities, streamline sales workflows, and contribute to our revenue growth initiatives on a daily basis.

Only candidates residing in or willing to relocate to Monterey, CA, will be considered

What You'll Do

• Drive operational efficiency and streamline sales processes through innovative solutions, optimizing existing technology infrastructure
• Monitor sales data and performance metrics and improve conversion rates for equity management and valuation services
• Deliver data-driven, actionable insights to sales team and senior leadership to inform decision-making and account prioritization strategies
• Support sales team with daily client follow-up, relationship management, and onboarding processes
• Prepare and issue invoices for all service offerings accurately and promptly
• Draft engagement letters and service agreements for client execution
• Maintain accurate client information and sales pipeline data in CRM systems
• Support pricing strategies and quote preparation processes
• Coordinate with accounting team on billing and payment tracking
• Oversee workflow processes ensuring no dropped balls!

What You'll Bring

• Bachelor's degree in Business Administration, Finance, Economics, or related field
• 2-3 years of experience in revenue operations, sales operations, sales enablement, or B2B SaaS environment
• Substantial client-facing experience and people skills
• Proficiency with CRM systems 
• Proficiency in Microsoft Office/Google Suite and ability to learn new tech tools
• Exceptional organizational skills and attention to detail to manage and document processes
• Excellent analytical and problem-solving abilities with high degree of accuracy and accountability
• Comfortable operating at the intersection of internal vs. external stakeholders, and technical vs non-technical audiences
• Motivated and proactive with ability to function independently and thrive in fast-paced, collaborative environment
• Willingness to take on new challenges, learn new tech tools, and passion for building excellence
• An inherent “ownership” mentality
• Certified Equity Professional (CEP) Certification preferred but not required.

Benefits

Eqvista offers a competitive compensation package, this includes a market-rate salary and exceptional benefits etc.

The final offer may vary based on candidate experience and other relevant factors.

• 5 day work week
• Work at a high growth SaaS and valuation firm
• Work with and learn from serial, successful entrepreneurs
• Never-ending, steep learning curve in a top field - FinTech
• Great career path & job growth in a meritorious culture
• Friendly working environment.

Awards and Recognitions

Eqvista is recognized by Tekpon as a top equity management software and awarded with 5 stars review and comments on G2.

Our Culture

Eqvista is an energetic team of experienced, knowledgeable, successful professionals. We combine fresh perspectives with extensive industry experience to deliver innovative equity management solutions and valuation services. Our collaborative, fast-paced culture empowers employees to contribute meaningful ideas and drive the company's growth.

If you are a motivated individual with a passion for sales and client satisfaction, we encourage you to apply for this exciting opportunity.

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