Customer Success & Valuation Analyst – New York

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.