Client Service Manager

Job not on LinkedIn

🔥 21 hours ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

💵 $59k - $74k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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insightsoftware

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🏢 Enterprise

💰 $798.6M Private Equity Round - insightsoftware on 2021-07

SaaS • Finance • Enterprise

insightsoftware is a provider of financial and operational reporting software and data analytics solutions for the Office of the CFO. Its cloud-enabled platform and pre-built connectors integrate with major ERPs (Oracle, SAP, Microsoft and 140+ others) to deliver financial reporting, budgeting/planning, consolidation, tax and lease lifecycle management, embedded analytics, and automation tools. The company serves finance, accounting, and operations teams with AI-enabled features, data virtualization, and turnkey templates to accelerate reporting, planning, and compliance.

📋 Description

• Ensure outstanding service delivery to an assigned book of clients • Interact directly with clients, develop client-specific procedures, respond to inquiries, plan for future stock plan events, maintain and ensure data integrity, and oversee equity plan administration functions including processing, stock issuance, settlement processing, taxation, and reporting • Manage and interface with applicable third-party vendors, including brokers and transfer agents • Serve as an escalation point for team members for support and problem resolution • Interface with cross-functional Certent team members, including sales, support, and engineering, to deliver timely and accurate client administration services • Manage multiple client relationships and projects while driving high levels of client satisfaction

🎯 Requirements

• B.S. or B.A. in Business Administration, Economics, Accounting, 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 or willingness to pursue • High level of proficiency in Microsoft Excel, Word, PowerPoint, and 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 and detail-oriented, with ability to deliver complete and accurate results • Experience working with different types of Equity Plans in both private and public companies preferred • Ability to identify and implement process improvements • Knowledge of equity compensation taxation, accounting rules, and applicable compliance regulations preferred • Background check required for employment where permitted by country or state/province

🏖️ Benefits

• Additional bonus eligibility may apply • Equal employment opportunity workplace • Confidential handling of applicant information according to EEO guidelines

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