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 productive 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
📌 SaaS Customer Service Support Specialist (India)
🏢 Eqvista
📍 India
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