SimpleClosure

Onboarding Specialist

• Serve as the primary point of contact for new clients, guiding them through the onboarding process and ensuring accurate data collection.
• Review and interpret legal and regulatory documents (e.g., incorporation records, state forms) to support clients in providing correct information.
• Host welcome calls and address client questions with professionalism, empathy, and clarity.
• Coordinate with state agencies, regulators, and legal counsel to ensure timely and compliant account closures.
• Maintain organized, accurate records of client dissolution activities and communications.
• Collaborate with internal teams (Operations, Legal, Product) to ensure smooth processes and improve client experience.
• Capture and refine workflows to enhance efficiency, compliance, and customer satisfaction.

Legal Operations Associate, Onboarding Specialist

Attorney

• Serve as the subject-matter expert for client equity structures, including complex cap tables, different security types (e.g., common stock, preferred stock, SAFEs, convertible notes, options), and waterfall calculations during the shutdown process
• Assist with the windup and dissolution phase of client engagements — vendor notifications, document collection, and customer support
• Provide clear, accurate explanations of equity treatment and payout outcomes to clients
• Collaborate closely with internal teams (Legal, Ops, Product) to ensure smooth operations and timely resolution of client issues
• Maintain organized and accurate records of dissolution activities, equity analyses, and client communications
• Support clients in gathering necessary documentation and validating shareholder, investment, and financing instrument data
• Capture, document, and optimize processes to enhance operational efficiency and client satisfaction
• Utilize Slack, Google Suite, Notion, and other remote tools for communication and documentation
• Proactively identify opportunities to improve workflows around equity and cap table complexity
• Provide exceptional customer service, demonstrating empathy and professionalism in all client interactions

Legal Operations Associate, Onboarding Specialist

Equity Analyst, Legal Operations