Implementation Specialist

<strong>When you join Shareworks you quickly understand the focus on providing our customers with smarter software, remarkable service and relationships built on trust and reliability. We can state this with confidence – it’s part of everyone’s DNA.<BR><BR>And just as important, we have a shared culture that helps us know how we work together to achieve amazing results.</strong>

Sandy, UT


<strong><span style="font-size: 10.5pt; font-family: 'Verdana',sans-serif;">If you're looking for something a little different for your career, you've come to the right place. What started as a sketch on a napkin is now our world-class software platform that combines cutting-edge technology with outstanding client service and premier wealth management capabilities. Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits. We reward our people with a fun and dynamic workplace culture and the opportunity to be part of our continued international growth and success.</span></strong>

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Full Time

Overview: Shareworks Startup by Morgan Stanley (formerly Capshare)( is a platform that makes managing equity easy. The Shareworks Startup team is a group of passionate work-hard, play-hard advocates. <strong>Our customers are the best start-ups and fastest-growing companies in the world</strong>. You will be helping companies upload their information so they can manage their equity on the Shareworks Startup platform. We are looking for professional, fun people who can get familiar with our product and help our customers meet their equity needs.<br /><br /><strong>Come work where you're a massive part of the team, making meaningful, daily contributions</strong>. Our break room is well stocked. Our team is happy. We relish work-life balance. We&rsquo;re grilling up a team lunch on our new Traeger while this job posting is being written.<br /><br /><strong>We are completely willing to train the right candidate</strong>. Having a background in finance would be helpful, but isn&rsquo;t necessary. Fast learning, technically proficient people with the ability to learn quickly and effectively, will make the best candidate for this position
Responsibilities: <ul> <li>Helping new customers implement their equity information into Shareworks Startup's web-based software.</li> <li>Working with account management to respond to client questions and concerns in a professional and timely manner via email.</li> <li>Taking occasional phone calls with clients.</li> <li>Fulfilling larger client projects regarding equity and cap table management.</li> <li>Documenting bugs for the development team.</li> <li>Enjoying an occasional relaxing video game with the team.</li> <li>Being Awesome.</li> </ul>
Requirements: <ul> <li>Proficient with the Google Suite and Microsoft Excel.</li> <li>Driven, self-starter who is naturally curious and wants to understand our industry.</li> <li>Excellent interpersonal skills - can communicate clearly and intelligently with co-workers and customers.</li> <li>Ability to type at least 60 WPM with 95% accuracy (please provide a screenshot of a typing test to be considered for the position).</li> <li>Problem solver - you will face challenging and complex problems that you must be able to reconcile with limited help and oversight.</li> </ul> <strong>Basic Requirements:</strong> <ul> <li>Absolute professionalism. Internally Shareworks Startup is and feels like everything you would expect from a startup (although Shareworks Startup is no longer technically a startup); and every interaction with clients needs to be fast, professional, succinct, and intelligent.</li> <li>Excellent verbal and written communication skills.</li> <li>Strong computer skills and confidence in learning new programs. You will be using Excel a lot - Excel skills are a must.</li> <li>Strong Math Competency. You should be extremely comfortable with general algebra and be able to solve sudoku-like problems.</li> <li>Since your work will be some of the first experiences a client has with Shareworks Startup, you must be able to perform your work and manage your projects to complete them in a timely manner.</li> <li>Detail oriented - you must be able to notice small details and fit them within the larger picture.</li> </ul> <strong>Preferred Requirements:</strong> <ul> <li>Certified Equity Professional (CEP) designation a huge plus.</li> <li>HTML/CSS knowledge.</li> <li>Bachelor&rsquo;s Degree.</li> <li>Basic accounting/finance understanding. Shareworks Startup shares many qualities with accounting software like Quickbooks; an understanding of accounting principles such as ledgers, basic P&amp;L&rsquo;s, etc. will go a long way in learning the system.</li> <li>Interest in Startups/Tech/Finance. Our team loves the startup community, and genuine interest in the space is huge.</li> <li>General understanding of cap tables. We don&rsquo;t expect you to have deep understanding of equity administration, but any general understanding of equity terms (stock, dividends, capital fundraising, cap table, etc) would be a large advantage.</li> </ul>