Client Service Manager (Equity Management)

Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO.
We believe an actionable business strategy begins and ends with accessible financial
data. With solutions across financial planning and analysis (FP&A), accounting, and
operations, we transform how teams operate, empowering leaders to make timely and
informed decisions. With data at the heart of everything we do, insightsoftware enables
automated processes, delivers trusted insights, boosts predictability, and increases
productivity. Learn more at insightsoftware.com

Job Description

The Client Service Manager is a key member of our customer facing team, and plays a vital role in the delivery of our services. The Client Service Manager is responsible for the day to day interaction with the client, ensuring the timely and accurate execution on all aspects of equity plan administration and financial reporting deliverables. Candidates for this position should have a strong attention to detail as well as creative problem-solving skills. This individual should have demonstrated ability to successfully manage multiple client relationships and projects, while driving high levels of client satisfaction.

What You'll Do:

• Ensure outstanding service delivery to an assigned book of clients
• Interact directly with the clients, developing client-specific procedures, responding to inquiries, planning for future stock plan events, maintaining and ensuring data integrity and overseeing the administration of all functions of the equity plan administration (processing, stock issuance, settlement processing, taxation, reporting, etc.)
• Manage and interface with applicable third-party vendors (brokers, transfer agents, etc.)
• Serve as an escalation point for team members for support and problem resolution
• Interface with cross-functional Certent team members, as needed, in delivering timely and accurate client administration services (sales, support, engineering, etc.)

Qualifications

• B.S. or B.A. in a Business Administration, Economics, Accounting, or Finance or related studies
• 5+ years of customer service related experience dealing with corporate clients
• Proven working knowledge of stock options, employee stock purchase plans, restricted and performance awards, ASC 718 and/or corporate accounting administration.
• CEP Certification preferred (Certified Equity Professional) or willingness to pursue
• High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
• Excellent written and verbal communication skills
• Ability to work well in a collaborative environment
• Strong analytical and independent problem-solving skills
• Strong organizational skills to manage multiple clients’ tasks and issues in a fast-paced work environment
• Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results
• Experience working with different types of Equity Plans in both private and public companies is preferred
• Ability to identify and implement process improvements
• Knowledge of equity compensation taxation and accounting rules and applicable compliance regulations preferred

Additional Information

All your information will be kept confidential according to EEO guidelines.

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.