Client Success Manager
Core
Deliver high-quality stock plan administration services and act as a trusted partner for corporate clients using Shareworks and Equity Edge Online platforms.
Role type
Client Success Manager (Equity Compensation)
Builds
Corporate equity compensation support services
Domain
Financial Services / Equity Compensation
Deliverable
client delivery
Required skills
Equity compensation administration, B2B client management, Equity plan processing (ESPP, Options, Swaps), Data management and reconciliation, Process improvement, System troubleshooting, Reporting and compliance
Preferred skills
Global equity plan expertise, Complex plan knowledge (RSUs, Performance vesting), Product testing and validation, Sales presentation support
Technologies
Shareworks, Equity Edge Online
Responsibilities
Process and settle participant stock plan transactions (ESPP, Options, Swaps), Manage event timelines and operating procedures, Prepare daily/monthly/year-end reporting and reconciliation, Troubleshoot system breaks and outages, Support client engagement activities and status updates, Participate in product testing and validation
Seniority
Mid-level, hands-on IC
