Client Success Manager
Core
Deliver high-quality stock plan administration services and support corporate clients with equity compensation functions on Shareworks and Equity Edge Online platforms.
Role type
Client Success Manager (Equity Compensation Administration)
Builds
Corporate client stock plan servicing and administration
Domain
Financial Services / Equity Compensation
Required skills
Equity compensation administration, B2B experience, Global equity plans expertise, Restricted stock units/awards, Swaps/reloads, Performance vesting/awards, Client onboarding, Event processing, Record keeping, Settlement, Valuation reporting, Section 16 Insider reporting, Data management, Troubleshooting, Process improvement, Project management, Analytical skills, Problem solving
Preferred skills
CEE exam certification, CEP Designation, Sales presentation support, Product testing and validation
Technologies
Shareworks, Equity Edge Online
Responsibilities
Process and settle participant stock plan transactions (ESPP, Options, SWAPS, Reloads), Manage events and maintain operating procedures, Prepare accurate reporting and reconciliation, Support monthly balancing of client plans, Update data and software per client instruction, Respond to equity-related inquiries and corrections, Troubleshoot system breaks and outages, Track and resolve client action plans and open items, Participate in sales presentations and product testing
Seniority
Mid-level, hands-on IC
