Equity Plan Client Success Manager

insightsoftware, LLC; California; Hybrid; USD 59,000 - 74,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Customer service

Stock options knowledge

Communication skills

Problem solving

Analytical thinking

Organizational skills

Education

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

Tools

Microsoft Office

Job description

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