Client Service Manager (Equity Plans)

Location: USA - Remote; other location: Raleigh, North Carolina

Salary: $59,000–$74,000 annual base salary; additional bonus eligibility may apply for non-sales roles.

Company

hirify.global provides reporting, analytics, and performance management solutions for finance and data teams across more than 32,000 organizations.

What you will do

• Deliver outstanding service to an assigned portfolio of corporate clients.
• Manage client interactions, develop client-specific procedures, respond to inquiries, and plan for future stock plan events.
• Oversee equity plan administration, including processing, stock issuance, settlement processing, taxation, reporting, and data integrity.
• Manage brokers, transfer agents, and other applicable third-party vendors.
• Act as an escalation point for team support and problem resolution.
• Coordinate with sales, support, engineering, and other cross-functional teams to deliver timely and accurate client services.

Requirements

• Bachelor’s degree in Business Administration, Economics, Accounting, Finance, or a related field.
• 5+ years of customer service experience working with corporate clients.
• Working knowledge of stock options, employee stock purchase plans, restricted and performance awards, ASC 718, and/or corporate accounting administration.
• High proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
• Excellent written and verbal communication skills.
• Strong analytical, independent problem-solving, organizational, and detail-oriented skills.
• Ability to manage multiple clients, tasks, and issues in a fast-paced collaborative environment and deliver complete, accurate results.
• Ability to identify and implement process improvements.

Nice to have

• CEP Certification or willingness to pursue it.
• Experience with different equity plan types in both private and public companies.
• Knowledge of equity compensation taxation, accounting rules, and applicable compliance regulations.

Culture & Benefits

• Full-time remote position in the United States.
• Equal employment opportunity workplace with pay transparency and fair compensation practices.
• Background checks are required where permitted by country, state, or province.
• Employment information is kept confidential according to EEO guidelines.