Client Success Manager: Equity Compensation Solutions

PowerToFly

Sandy Hills (UT)

On-site

USD 50,000 - 70,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

PowerToFly is looking for a Client Success Manager to manage corporate client stock plan services. This role involves executing tasks related to stock plan administration, delivering exceptional client support, and developing long-term client relationships. Strong customer service and problem-solving skills are essential.

Ideal candidates will have experience in a client-facing role and a background in business or finance. You'll work with tools like Salesforce.com to ensure client satisfaction.

Qualifications

  • 1-5 years of customer service experience.
  • Self-motivated with time management skills.
  • Fluency in English is required.

Responsibilities

  • Manage daily client procedures and processes.
  • Develop and maintain long-term client relationships.
  • Troubleshoot and answer platform questions.

Skills

Customer service experience
Problem-solving skills
Analytical skills

Education

Associate degree or higher in business or related field

Tools

Salesforce.com
Zendesk
Excel

Job description

PowerToFly is looking for a Client Success Manager to manage corporate client stock plan services. This role involves executing tasks related to stock plan administration, delivering exceptional client support, and developing long-term client relationships. Strong customer service and problem-solving skills are essential.

Ideal candidates will have experience in a client-facing role and a background in business or finance. You'll work with tools like Salesforce.com to ensure client satisfaction.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Strategic Client Success Manager, Equity Plans
Strategic Client Success Manager, Equity Plans

Morgan Stanley • Town/Village of Harrison (NY)

On-site
USD 85,000 - 135,000
Comprehensive employee benefits
Opportunities for career advancement
Client Success Manager, Equity Plans
Client Success Manager, Equity Plans

Charles Schwab • Westlake (TX)

On-site
USD 90,000 - 130,000
Bonus opportunities
Equity Plan Success Manager
Equity Plan Success Manager

Morgan Stanley • Sandy (UT)

On-site
USD 65,000 - 85,000
Client Success Manager
Client Success Manager

Morgan Stanley • Sandy (UT)

On-site
USD 65,000 - 85,000
Client Success Manager
Client Success Manager

PowerToFly • Sandy Hills (UT)

On-site
USD 50,000 - 70,000
Client Relationship Manager - VP - Workplace Solutions
Client Relationship Manager - VP - Workplace Solutions

JPMorgan Chase & Co. • Jersey City (NJ)

On-site
USD 90,000 - 130,000
Client Success Associate: Wealth Advisory Support
Client Success Associate: Wealth Advisory Support

PowerToFly • San Jose (CA)

On-site
USD 34,000 - 90,000
Comprehensive employee benefits
Opportunity for professional development
Client Services & Relationship Specialist
Client Services & Relationship Specialist

PowerToFly • Columbus (OH)

On-site
USD 45,000 - 65,000
Comprehensive employee benefits
Opportunities for professional development
Client Relationship Support Specialist
Client Relationship Support Specialist

PowerToFly • Indianapolis (IN)

On-site
USD 40,000 - 60,000
Comprehensive employee benefits
Diversity and inclusion initiatives
Onboarding Project Manager, Equity Solutions
Onboarding Project Manager, Equity Solutions

PowerToFly • Sandy Hills (UT)

On-site
USD 100,000 - 140,000