Client Success Manager
Core
Operational role managing daily, monthly, and annual stock plan administration events and data for corporate clients on Shareworks and Equity Edge Online platforms.
Role type
Client Success Manager (Equity Compensation Operations)
Builds
Corporate client equity compensation service delivery and data integrity
Domain
Financial Services / Equity Compensation
Required skills
stock plan administration, data reconciliation, case management, client relationship management, SLA adherence, error troubleshooting, process documentation, Salesforce.com, Zendesk, equity compensation basics
Preferred skills
CEP Certification, equity platform knowledge, equity compensation industry knowledge
Technologies
Salesforce.com, Zendesk, Shareworks, Equity Edge Online, Excel, Word
Responsibilities
Process daily client procedures including import error assessment and fixes; perform monthly reconciliation of disposition records; process Restricted Stock Releases and Stock purchases; manage changes to Employee Stock Purchase Plan Enrollment and Equity Plan reporting; monitor and resolve case queues; document solutions for client issues; lead client meetings; proactively share product updates; identify and mitigate client relationship risks
Seniority
Mid-level, hands-on IC
