Stock Plan Implementation Consultant — Client Onboarding

empower; United States; On-site; USD 72,000 - 102,000; Full time

Benefits offered by this job

Health insurance

401(k) with company matching

Tuition reimbursement

Generous PTO and holidays

Volunteer time off

Job summary

Empower is seeking an Implementation Specialist to lead onboarding of new clients for equity and stock plan systems. You will manage data conversion, system configuration, and client training, collaborating with clients and broker‑dealer partners to ensure accurate setup and a smooth transition to the platform.

The role requires strong data analysis, Excel proficiency, and the ability to manage multiple client implementations while maintaining attention to detail.

Qualifications

• Bachelor's degree or equivalent experience in business/finance/computer science or related field.

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, including quality review of stock plan data and related scenarios.
• Configure the Empower Stock Plan Services database for new clients including plan setup and parameters.
• 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 of the Implementation team to ESPS Data Classification and Handling Procedures.

Skills

Data analysis

Data conversion

Data validation

Financial transactions knowledge

Cap tables

Equity compensation concepts

Database configuration

System setup

Excellent communication

Attention to detail

Managing multiple implementations

Microsoft Excel

Education

Bachelor's degree in business/finance/computer science or related field

Tools

Microsoft Excel

Database configuration

System setup

Job description

Empower is seeking an Implementation Specialist to lead onboarding of new clients for equity and stock plan systems. You will manage data conversion, system configuration, and client training, collaborating with clients and broker‑dealer partners to ensure accurate setup and a smooth transition to the platform.

The role requires strong data analysis, Excel proficiency, and the ability to manage multiple client implementations while maintaining attention to detail.