Client Success Team Lead

Socket.dev; Alpharetta (GA); On-site; USD 110,000 - 150,000; Full time

Job summary

Morgan Stanley seeks a Manager of Client Success to lead a team of Client Success Managers, guiding client interactions and process improvements within equity administration platforms. This role emphasizes leadership, recruitment, development, and high-level client relationship management.

The position requires proven team leadership, strong communication skills, and experience in technology/financial services related to equity compensation. A CEP and fluency in English are valued assets.

Qualifications

• Demonstrated success with managing a team of direct reports and actively cultivating employee development.
• Certified Equity Professional (CEP) preferred.
• Experience in technology/financial services/equity compensation considered an asset.
• Experience measuring client satisfaction and improving tools/processes.
• Exposure to equity administration platforms and other stock plan systems is a plus.
• Effective communication and leadership across diverse roles and teams.
• Ability to design new procedures and train staff.

Responsibilities

• Manages Client Success Managers with respect to client interaction, communication tactics and processes.
• Supports CS Managers in client needs and equity administration platforms knowledge.
• Recruiting, training, and performance management of Client Success Managers.
• Evaluate internal/external client processes for efficiency and scalability; propose changes.
• Establish new processes to leverage technologies for efficiency.
• Support CS Management during client escalations when needed.
• Foster internal communications and education within the team.
• Maintain and grow client relationships and satisfaction at the account level.

Skills

Team management

Employee development

Communication

Leadership

Customer service

Project management

English fluency

Education

Bachelor's degree in business/commerce

High School diploma or equivalent

Tools

Morgan Stanley at Work equity platforms

Job description

Morgan Stanley seeks a Manager of Client Success to lead a team of Client Success Managers, guiding client interactions and process improvements within equity administration platforms. This role emphasizes leadership, recruitment, development, and high-level client relationship management.

The position requires proven team leadership, strong communication skills, and experience in technology/financial services related to equity compensation. A CEP and fluency in English are valued assets.