Client Success Specialist
Core
Manage day-to-day data execution, system configurations, and routine client financial reporting cycles for employee equity plans.
Role type
Client Success Specialist (Equity Plan Solutions)
Builds
Client equity compensation expense calculations, valuations, disclosure reports, and routine financial statements.
Domain
Capital markets / Employee equity compensation
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
MS Excel (lookup, pivot tables, data validation), MS Office Suite, Adobe Acrobat Professional, data reconciliation, client onboarding support, equity compensation concepts, financial reporting, system configuration, data migration, process documentation
Preferred skills
Equity management software experience, Certified Equity Professional (CEP) designation, Canadian Securities Course (CSC), CPA, bilingualism (English/French)
Technologies
MS Excel, MS Word, MS PowerPoint, Adobe Acrobat Professional
Responsibilities
Manage client plan data and execute plan setups or updates; assist in preparing and reviewing client equity compensation expense calculations and disclosure reports; support end-to-end client onboarding and user access management; coordinate routine data maintenance events and generate client statements; act as a point of contact for client system inquiries and support system demonstrations; contribute to testing system upgrades and update internal operating procedures
Seniority
Entry-level to Mid-level, hands-on IC
