Return To Work - Client Success Manager | Sandy, UT
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 Administration)
Builds
Corporate client equity compensation support services
Domain
Financial Services / Equity Compensation Administration
Deliverable
product features
Required skills
stock plan administration, data reconciliation, case management, Salesforce.com, Zendesk, client relationship management, error troubleshooting, SLA compliance
Preferred skills
CEP Certification, Level 1 certification, business/finance/accounting background, 1-5 years customer service experience
Technologies
Shareworks, Equity Edge Online, Salesforce.com, Zendesk
Responsibilities
Process daily/monthly/annual stock plan events and data updates, manage client inquiries and case resolution, monitor and clear support queues, document solutions and maintain client processes, lead client meetings, identify and mitigate operational risks
Seniority
Individual Contributor, Entry to Mid-level