Client Success Manager, Associate
Core
Operational role managing daily, monthly, and annual stock plan administration events, data changes, and client inquiries for corporate clients using Shareworks and Equity Edge Online platforms.
Role type
Associate Client Success Manager (Equity Compensation)
Builds
Corporate client equity compensation service delivery and data integrity
Domain
Financial Services / Equity Compensation Administration
Required skills
Data processing and manipulation, Client relationship management, Issue resolution and troubleshooting, SLA compliance, Process documentation, Risk identification, Salesforce.com proficiency, Zendesk usage, Excel proficiency, Equity platform knowledge
Preferred skills
CEP Certification, Level 1 Equity Compensation certification, Project management, Product testing and validation
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 assignments via Salesforce and Zendesk, Lead client meetings to ensure alignment and proactive support, Identify and mitigate potential risks to client relationships, Document solutions for client issues and maintain internal processes.
Seniority
Associate, operational IC