Customer Success & Valuation Analyst – New York
altshare, New York, NY, United States
altshare – Leading the Equity Management Revolution
altshare is a fintech company delivering a secure, AI-powered equity management platform and trustee services for private and public companies.
With 3,000+ companies, 150 venture capital firms, and over 120,000 beneficiaries worldwide, altshare is a trusted industry leader.
We’re Hiring: Customer Success & Valuation Analyst (Hybrid Role) – New York
At altshare, we’re looking for a hands‑on professional to join our growing US team in a hybrid role combining Customer Success ownership with active involvement in 409A and equity valuation processes.
In this role, you will manage day‑to‑day customer relationships while also working closely with internal teams and clients on valuation‑related processes—bringing both a client‑facing mindset and strong analytical thinking.
Responsibilities
Manage a portfolio of US-based customers end‑to‑end, from onboarding through ongoing success
Own and actively participate in 409A valuation processes, working with internal analysts and external stakeholders
Work directly with founders, finance teams, lawyers, and accountants
Support equity, option, and financial instrument valuation processes
Drive product adoption, retention, and customer satisfaction
Act as the Voice of the Customer and partner with Product & R&D
Identify customer needs and translate them into product insights and improvements
Requirements
3+ years of experience in Customer Success / Account Management (SaaS preferred)
Strong exposure to 409A / company valuation / equity compensation
Bachelor’s degree in Economics, Accounting, Business, or similar
Strong analytical mindset and ability to understand valuation models
Excellent communication skills and ability to work with US-based clients
Highly motivated, proactive, and data-driven
This role is ideal for someone who wants to combine working with clients and diving into the financial and valuation side of equity.
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With 3,000+ companies, 150 venture capital firms, and over 120,000 beneficiaries worldwide, altshare is a trusted industry leader.
We’re Hiring: Customer Success & Valuation Analyst (Hybrid Role) – New York
At altshare, we’re looking for a hands‑on professional to join our growing US team in a hybrid role combining Customer Success ownership with active involvement in 409A and equity valuation processes.
In this role, you will manage day‑to‑day customer relationships while also working closely with internal teams and clients on valuation‑related processes—bringing both a client‑facing mindset and strong analytical thinking.
Responsibilities
Manage a portfolio of US-based customers end‑to‑end, from onboarding through ongoing success
Own and actively participate in 409A valuation processes, working with internal analysts and external stakeholders
Work directly with founders, finance teams, lawyers, and accountants
Support equity, option, and financial instrument valuation processes
Drive product adoption, retention, and customer satisfaction
Act as the Voice of the Customer and partner with Product & R&D
Identify customer needs and translate them into product insights and improvements
Requirements
3+ years of experience in Customer Success / Account Management (SaaS preferred)
Strong exposure to 409A / company valuation / equity compensation
Bachelor’s degree in Economics, Accounting, Business, or similar
Strong analytical mindset and ability to understand valuation models
Excellent communication skills and ability to work with US-based clients
Highly motivated, proactive, and data-driven
This role is ideal for someone who wants to combine working with clients and diving into the financial and valuation side of equity.
#J-18808-Ljbffr