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SoTalent · 2 days ago

Client Services Manager

Austin, TX

Full-time

Hybrid

Mid Level

SoTalent is seeking an experienced Client Service Manager to support high-value corporate clients within an equity compensation services environment. The role focuses on building trusted client relationships, delivering exceptional service, and ensuring the accurate administration of complex equity compensation programs.

Staffing & Recruiting

Hiring Manager

Mohamed Raffik

Responsibilities

Act as the primary day-to-day contact for assigned clients, addressing inquiries related to complex equity compensation plans and associated financial reporting

Monitor client financial health and identify opportunities to increase participant engagement and service adoption

Plan and oversee key client events such as equity grants, exercises, vesting releases, ESPP activity, and dividend processing to ensure accurate execution

Collaborate with clients to design solutions for unique administrative requirements while balancing operational and risk considerations

Coordinate cross-functional resources to support client initiatives, including mergers and acquisitions, new plan launches, and communication campaigns

Resolve client issues promptly and accurately, ensuring high levels of satisfaction

Build and maintain long-term, consultative relationships with assigned clients

Stay current on equity compensation trends and regulatory standards through industry conferences, certifications, and professional involvement

Implement oversight and controls for high-value and executive-level transactions

Conduct regular client check-ins to review performance, resolve issues, and identify opportunities for improvement

Participate in and deliver client service review meetings, including on-site engagements

Provide training and guidance to corporate clients on system functionality and platform capabilities

Support sales initiatives through proposal reviews, presentations, demonstrations, and client meetings

Contribute to system and process improvements by providing business requirements and client feedback

Advocate for client needs in collaboration with technology and product teams

Provide flexibility for after-hours or weekend support during critical client events or escalations

Travel occasionally to support client engagements

Qualification

Equity compensation knowledgeExcel proficiencyClient relationship managementCEP certificationProject management experienceCommunication skillsProblem-solving skillsOrganizational skillsTeam-oriented mindset

Required

Strong working knowledge of equity compensation programs, including stock options, ESPPs, restricted stock, dividend equivalents, and related accounting standards (ASC 718 / IFRS 2)

Advanced proficiency with Excel and Microsoft Office tools

Excellent communication, presentation, and problem-solving skills

High level of professionalism, integrity, and ethical judgment

Strong organizational skills with the ability to manage multiple priorities and deadlines

Adaptability in a fast-paced environment and a collaborative, team-oriented mindset

Willingness to travel approximately 10–15%