Equity Plans Client Success Manager

Insightsoftware; United States; Remote; USD 59,000 - 74,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Customer service

Communication

Analytical skills

Problem solving

Project management

Education

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

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

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.