Client Service Manager

insightsoftware, LLC; California; Hybride; USD 59 000 - 74 000; Plein temps

Résumé du poste

insightsoftware is seeking a Client Service Manager to lead day-to-day client interactions and ensure the timely and accurate execution of equity plan administration and financial reporting deliverables. You will manage multiple client relationships and projects while driving high levels of client satisfaction.

Responsibilities include delivering outstanding service to assigned clients, coordinating with third-party vendors, and collaborating with cross-functional teams to implement processes

Qualifications

• 5+ years of customer service experience with corporate clients.
• Proven working knowledge of stock options and equity plans (ASC 718).
• CEP Certification preferred or willingness to pursue.
• High proficiency in Microsoft Office products.
• Excellent written and verbal communication; strong collaboration.

Responsabilités

• Ensure outstanding service delivery to an assigned book of clients.
• Interact with clients and plan for future stock plan events.
• Manage third-party vendors (brokers, transfer agents).
• Serve as escalation point for team members.
• Interface with Certent team for timely admin services.

Connaissances

Customer service

Stock options knowledge

Communication skills

Problem solving

Analytical thinking

Organizational skills

Formation

B.S./B.A. in Business Admin/Economics/Accounting/Finance

Outils

Microsoft Office

Description du poste

About Us

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Description

The Client Service Manager is a key member of our customer facing team and plays a vital role in the delivery of our services. The Client Service Manager is responsible for the day-to-day interaction with the client, ensuring the timely and accurate execution on all aspects of equity plan administration and financial reporting deliverables. Candidates for this position should have a strong attention to detail as well as creative problem‑solving skills. This individual should have demonstrated ability to successfully manage multiple client relationships and projects, while driving high levels of client satisfaction.

What You'll Do

• Ensure outstanding service delivery to an assigned book of clients
• Interact directly with the clients, developing client-specific procedures, responding to inquiries, planning for future stock plan events, maintaining and ensuring data integrity and overseeing the administration of all functions of the equity plan administration (processing, stock issuance, settlement processing, taxation, reporting, etc.)
• Manage and interface with applicable third-party vendors (brokers, transfer agents, etc.)
• Serve as an escalation point for team members for support and problem resolution
• Interface with cross-functional Certent team members, as needed, in delivering timely and accurate client administration services (sales, support, engineering, etc.)

Qualifications

• B.S. or B.A. in a Business Administration, Economics, Accounting, or Finance or related studies
• 5+ years of customer service-related experience dealing with corporate clients
• Proven working knowledge of stock options, employee stock purchase plans, restricted and performance awards, ASC 718 and/or corporate accounting administration.
• CEP Certification preferred (Certified Equity Professional) or willingness to pursue
• High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
• Excellent written and verbal communication skills
• Ability to work well in a collaborative environment
• Strong analytical and independent problem-solving skills
• Strong organizational skills to manage multiple clients’ tasks and issues in a fast-paced work environment
• Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results
• Experience working with different types of Equity Plans in both private and public companies is preferred
• Ability to identify and implement process improvements
• Knowledge of equity compensation taxation and accounting rules and applicable compliance regulations preferred

The salary range in United States of America for this position is 59,000.00 to 74,000.00 USD Annual. For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply. Your specific offer within this range will be determined by your skills, experience, and qualifications. We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

All your information will be kept confidential according to EEO guidelines.

Learn more about our high-energy, high-performance global team: Work With Us insightsoftware

About Us: Hear From Our Team

Background checks are required for employment with insightsoftware, where permitted by country, state/province. At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace. Insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.