Client Service Manager (Equity Management) (Remote)

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Company Description

Insightsoftware is a growing, dynamic computer software company that helps financial reporting solutions. At insightsoftware, you will learn and grow in a fast-paced, supportive environment that will take your career to the next level. We are looking for future insighters who can demonstrate teamwork, results orientation, a growth mindset, disciplined execution, and a winning attitude to join our growing team!

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.)


  • 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 stated work location. **

More Information on insightsoftware
insightsoftware operates in the Fintech industry. The company is located in Raleigh, NC. insightsoftware was founded in 1993. It has 781 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 126 open jobs at insightsoftware, click here.
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