Director of Employee Equity Administration

(pre and post IPO)

• Oversee the management and administration of equity plans globally (options, RSUs and ESPP), including eligibility, enrollment, preparation of equity files for approvals, processing equity awards, processing RSU vesting, exercises and settlements, tax withholdings, lock up restrictions (in preparation for IPO), expirations, cancellations, repurchases, terminations and other plan-related actions
• Partner with other functional leads (including in Finance, Legal, and People Team (HR)) to develop processes which ensure the accuracy of all equity data, including all aspects of record-keeping with stock plan database, reporting, reconciliation and auditing.
• Ensure database integrity, and accuracy of record keeping of employee data and equity data in the stock administration system
• Oversee and manage relationships with external equity trading platform (Shareworks)
• Collaborate and partner with internal teams on all employee equity-related matters to ensure accurate dataflow, provide support for reporting needs, and respond to ad hoc requests
• Help with preparation of equity-related materials for the Board and Compensation Committee meetings
• Support employee understanding of equity awards programs and policies through the preparation of training materials, employee communications, and providing training to employees
• Provide a superior level of service, prioritizing and satisfying multiple questions and requests from employees, management, and others, supporting employee understanding of stock plan services, enrollment, and transactions
• Prepare the employee equity portion of Form S-1 in preparation for IPO
• Effectively build and lead employee equity administration team

(post IPO)

• Reconcile monthly equity activity, including shares outstanding and share reserves among company records
• Work with our Shareworks platform as instructed by the Legal team on the list of employees affected by trading blackout periods, pre-clearance, and enforce insider trading policy restrictions, including coordination with brokers on Rule 10b5-1 trading plans
• Participate in the preparation of the annual proxy filing, including providing and reviewing equity data included in the document
• Provide employee stock-related input to quarter end and annual reporting: Forms 3, 4 and 5 filings; data for 10-Q, 10-K, Proxy Statements and D&O questionnaires
• Provide the information for filing of section 16 filings (e.g., Form 4s) for section 16 officers and directors
• Ensure procedures are followed to satisfy periodic review of compliance with SOX

Benefits

• Unlimited PTO
• Medical, dental, and vision benefits that start on day one
• Flexible spending accounts
• Life insurance and short-term and long-term disability coverage
• Family planning support benefits, along with 100% paid maternity and parental leave
• 401k match
• Veeam Care Days – additional 24 hours for your volunteering activities
• Professional training and education, including courses and workshops, internal meetups, and unlimited access to our online learning platforms (Percipio, Athena, O’Reilly) and mentoring through our MentorLab program.

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