- Esperienza
- 1–3 anni
- Stipendio
- USD 50,000 – USD 65,000 / year
- Aperture
- 1
- Pubblicato
- 6 ore fa
- Modalità di lavoro
- Lavoro da casa
- Istruzione
- Bachelor's degree (preferred)
- Riprendere
- È necessario candidarsi
Descrizione del lavoro
About the Role
Grantd Equity is a platform powered by AI that manages equity compensation for over 300 registered investment adviser (RIA) firms. The Client Success Associate position blends operations and client support responsibilities. This role involves managing daily service requests and back-office workflows necessary to maintain smooth client operations. Duties include handling client support inquiries, invoice processing, accurate data entry of equity compensation details, supporting the onboarding and migration of clients, and assisting in quality assurance for new product releases. You will report directly to the Vice President of Service Delivery and play an integral role within a small, high-efficiency team. This position offers remote work across the United States or hybrid options in Denver, Colorado.
Key Responsibilities
- Precisely enter various equity compensation data such as RSU grants, ISO/NSO option awards, vesting schedules, and exercise histories.
- Review submitted client grant documents and data files for accuracy and completeness prior to entry into the platform.
- Act as the initial contact for client inquiries through telephone, email, and chat channels, escalating complex issues when necessary.
- Monitor client support queues to detect recurring concerns and identify new potential problems.
- Coordinate timelines, data transfers, and proactive communications to facilitate the transition of StockOpter clients to Grantd.
- Participate in onboarding sessions and maintain follow-ups that ensure successful client integration.
- Keep detailed, current records within the CRM system (HubSpot), tracking ticket activity, migration status, and client health metrics.
- Support reporting activities related to activation rates, support ticket volume, and client satisfaction.
- Develop and update client-oriented documentation, standard operating procedures, and training content to enhance user success with the platform.
Candidate Profile
- One to three years of experience in client services, operations, or financial services.
- Preferably holds a Bachelor's degree in Finance, Business, or a related discipline.
- Demonstrated high level of accuracy and attention to detail in data entry or data validation tasks.
- Excellent professional communication skills, capable of simplifying complex concepts into clear, client-friendly language tailored to different audiences.
- Skilled in composing well-crafted client communications, including emails and follow-up summaries, with minimal editing.
- Strong sense of ownership, proactively managing tasks and ensuring closure without supervision.
- Adaptable to dynamic startup settings where processes evolve continuously and willing to contribute to process improvement.
Preferred Qualifications
- Experience supporting RIA or wealth management clients.
- Knowledge of equity compensation platforms such as StockOpter, Carta, or Shareworks.
- Exposure to SaaS client onboarding, implementation, or migration processes.
- Experience handling financial or legal data entry or review.
- Familiarity with financial compliance standards like SEC or FINRA regulations.
- Experience with omnichannel support platforms including Nextiva, HubSpot, or Zoom.
Compensation and Benefits
- Base salary ranges from $50,000 to $65,000 annually, based on experience.
- 401(k) plan with company matching contributions.
- Health, dental, and vision insurance coverage.
- Paid vacation time and recognized company holidays.
Additional Information
Grantd Equity is an equal opportunity employer committed to diversity and inclusive work environments. Employment decisions are made without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.