Client Service Manager (Stock Plan Services)

Location: On site four days per week in Westlake, TX, or Austin, TX. Travel required: 10–25%.

Salary: $80,000–$120,000 per year, plus bonus or incentive opportunities.

Company

hirify.global provides financial services and stock plan administration solutions for publicly traded companies and their employees.

What you will do

• Serve as the primary daily contact for complex corporate clients, answering questions about equity compensation plans and financial reporting.
• Oversee grants, exercises, restricted stock releases, employee stock purchase plans, dividends, and other client plan events.
• Develop solutions for unique administrative needs while managing risk and implementing controls for high-value transactions.
• Coordinate client projects, including mergers and acquisitions, new plan introductions, communication campaigns, and system enhancements.
• Provide training, system demonstrations, presentations, and ongoing guidance to corporate clients and internal technology teams.
• Conduct regular client check-ins and service reviews, resolve issues, and identify opportunities to improve client relationships.

Requirements

• Advanced knowledge of Excel and Microsoft Office.
• Strong communication, problem-solving, presentation, organizational, and collaboration skills.
• Working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock, ASC 718/IFRS 2, or corporate accounting administration.
• Bachelor’s degree, CEP Certification Level 1 or higher, and brokerage, financial, or accounting experience are preferred.
• Applicants must be authorized to work full-time in the United States without employer sponsorship.
• Flexibility to provide after-hours and occasional weekend support for client events and escalations.

Nice to have

• Familiarity with equity compensation administration systems.
• Project management, business analysis, or consulting experience.
• Experience presenting at client forums or participating in industry organizations such as GEO and NASPP.

Culture & Benefits

• Hybrid work approach with regular in-person collaboration.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteer time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave and family-building benefits.
• Health, dental, and vision insurance, plus tuition reimbursement.