Client Service Manager

insightsoftware; United States; À distance; USD 59 000 - 74 000; Plein temps

Résumé du poste

insightsoftware seeks a Client Service Manager to lead day-to-day client interactions and ensure precise equity plan administration and financial reporting deliverables.

You will manage multiple client relationships, coordinate with vendors, and collaborate with cross-functional teams to deliver timely results. Strong communication, analytical skills, and attention to detail are essential.

Qualifications

• 5+ years of customer service-related experience dealing with corporate clients.
• Knowledge of stock options and equity plans; ASC 718 familiarity.
• CEP Certification preferred or willingness to pursue.
• Proficiency in Microsoft Office Suite.
• Strong communication and collaboration skills.
• Ability to manage multiple client relationships and projects.

Responsabilités

• Ensure outstanding service delivery to an assigned book of clients.
• Interact directly with clients, developing client-specific procedures and planning for future stock plan events.
• Maintain data integrity and oversee administration of all equity plan functions.
• Interface with third-party vendors (brokers, transfer agents, etc.).
• Act as escalation point for team members for support and problem resolution.
• Collaborate with Certent team members across sales, support, engineering as needed.

Connaissances

Customer service

Communication

Analytical skills

Problem solving

Project management

Formation

Bachelor’s degree in Business Administration/ Economics/ Accounting/ Finance

Outils

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

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:Job DescriptionThe 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 clientsInteract 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 resolutionInterface with cross-functional Certent team members, as needed, in delivering timely and accurate client administration services (sales, support, engineering, etc.)QualificationsB.S. or B.A. in a Business Administration, Economics, Accounting, or Finance or related studies5+ years of customer service-related experience dealing with corporate clientsProven 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 pursueHigh level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)Excellent written and verbal communication skillsAbility to work well in a collaborative environmentStrong analytical and independent problem-solving skillsStrong organizational skills to manage multiple clients’ tasks and issues in a fast-paced work environmentExceptionally resourceful, detail-oriented with ability to deliver complete and accurate resultsExperience working with different types of Equity Plans in both private and public companies is preferredAbility to identify and implement process improvementsKnowledge of equity compensation taxation and accounting rules and applicable compliance regulations preferredThe 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 InformationAll your information will be kept confidential according to EEO guidelines.Learn more about our high-energy, high-performance global team: Work With Usinsightsoftware About Us: Hear From Our TeamBackground 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.