Senior Stock Plan Implementation Architect

Praxy; Northern (KY); Hybrid; USD 72,000 - 102,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan with company matching

Job summary

Praxy is seeking a Stock Plan Implementation Specialist to onboard new clients by configuring data, conducting conversions, and delivering training for equity compensation platforms. You will collaborate with clients and broker-dealer partners to ensure accurate implementation and a smooth transition to the platform.

Responsibilities include planning input, data questions, plan setup, vesting schedules, portal configurations, and preparing training materials.

Qualifications

• Bachelor’s degree or equivalent experience in business, finance, CS, or related field.
• 3–5 years of experience with equity or stock plan administration systems preferred.
• Strong data analysis, conversion, and validation skills.
• Knowledge of financial transactions, cap tables, and equity compensation concepts.
• Proficiency with database configuration and system setup.
• Excellent communication for training clients and explaining technical concepts clearly.
• Attention to detail and ability to manage multiple client implementations.

Responsibilities

• Provide input to work planning and timelines for new client implementation.
• Communicate with clients to resolve data-related questions.
• Perform data conversion and import work for new clients with quality reviews of stock plan data.
• Configure the Empower Stock Plan Services database for new clients (Plan setup, vesting/termination schedules, portals).
• Coordinate with broker-dealer teams on client brokerage configuration and initial share balances.
• Participate in client implementation communications and calls.
• Design and document implementation processes.
• Develop client training plans and materials.
• Train new clients on stock plan system functionality.
• Complete implementation checklists.
• Oversee adherence to ESPS Data Classification and Information Handling Procedures.

Skills

Equity systems

Data analysis

Cap tables

Excel

Database configuration

Client training

Attention to detail

Multiple client implementations

Education

Bachelor’s degree in business/finance/CS or related field

Tools

SQL/DB tools

Job description

Praxy is seeking a Stock Plan Implementation Specialist to onboard new clients by configuring data, conducting conversions, and delivering training for equity compensation platforms. You will collaborate with clients and broker-dealer partners to ensure accurate implementation and a smooth transition to the platform.

Responsibilities include planning input, data questions, plan setup, vesting schedules, portal configurations, and preparing training materials.