Implementation Manager - Cap Table Equity
Company: Equiniti
Location: Milwaukee
Posted on: April 18, 2024
Job Description:
Management LevelGEquiniti is a leading international provider of
shareholder, pension, remediation, and credit technology. With over
6000 employees, it supports 37 million people in 120 countries.EQ
US is a leading provider of ownership data management, analytics
and advisory services to public and private companies as well as
corporate issuers and mutual funds. EQ offers a comprehensive
product set, including transfer agency services, cap table
management, equity compensation services, proxy solicitation and
advisory services, private company solutions and bankruptcy claims
administration services. Affiliates include, D.F. King and Co.,
Inc., Astrella Private Company Solutions, Inc., and Donlin, Recano
& Company, Inc. Learn more at: www.equiniti.com/usEQ's vision is to
be the leading global share registrar, offering complementary
services to its client base and our values set the core foundations
to our success. We are TRUSTED to deliver on our commitments,
COMMERCIAL in building long term value, COLLABORATIVE in our
approach and we IMPROVE by continually enhancing our skills and
services. There has never been a better time to join EQ.Core
Duties/Responsibilities The successful candidate will be
responsible for the following:Project Management:
- Lead end-to-end project management for software implementation,
working one-on-one with client companies.
- Develop and execute comprehensive project plans, timelines, and
deliverables to ensure on-time and successful software
adoption.
- Collaborate with internal teams (sales, product, customer
success) to align implementation strategies with client needs and
expectations.Customer Support:
- Fulfill service tickets from existing customers, aiding in
troubleshooting alongside the user and internal customer support
team.
- Work closely with clients during the implementation process to
address queries, concerns, and provide assistance.Requirements
Gathering:
- Gather and document intake requirements for implementation,
specifically focused on equity compensation industry
standards.
- Ensure a thorough understanding of client needs to tailor the
implementation process accordingly.Relationship Management:
- Develop and nurture relationships with internal and external
technical stakeholders.
- Collaborate with client companies to build strong working
relationships, ensuring a smooth implementation process.Reporting
and Transparency:
- Create and maintain reports that provide transparency into each
implementation, tracking progress and identifying potential
roadblocks.
- Communicate effectively with internal stakeholders to keep them
informed about project status.Training:
- Conduct standard training sessions on the platform for
administrators before account sign-off and "go live."
- Ensure clients are proficient in using the software to maximize
its benefits.Skills, Capabilities and Attributes The successful
candidate will demonstrate the following experience, skills, and
behaviors:
- Experience in Private Company Equity Compensation is
required
- 2-3 years of hands-on implementation, customer success, project
management, technical consulting, and/or private company equity
compensation analysis/consulting experience.
- 3+ years of prior work experience in SaaS as a consultant, with
a professional services organization or as an internal consultant
in the Equity Compensation space.
- CEP (Certified Equity Professional) designation preferred or
desire to obtain certification.
- Able to effectively partner, collaborate, and communicate with
technical and non-technical colleagues.
- Strong knowledge and proficiency in Excel / Google Sheets.
- Excellent verbal, written, and interpersonal communication
skills.
- High attention to detail and accuracy.
- A self-motivated team player, ready to embrace a fast paced,
high-growth environment
- Proven project management skills.
- Strong interpersonal and communication skills.
- Experience in equity compensation industry practices.
- Ability to analyze and understand technical requirements.
- Excellent problem-solving and troubleshooting abilities.
- Proficient in creating and maintaining reports.
- Reporting:
- This role reports directly to the Head of Client Onboarding and
Support.How Success is Measured:
- Successful and on-time completion of software
implementations.
- High customer satisfaction scores.
- Effective collaboration with internal teams.Compensation
- $85,000-95,000 per Equal Opportunity StatementWe are an equal
opportunity employer and make employment decisions without regard
to race, creed, religion, national origin, sex (including
pregnancy, gender identity, and sexual orientation), parental
status, marital status, national origin, age, disability, family
medical history or genetic information, political affiliation,
military service, status with regard to public assistance, or any
other characteristic protected under federal, state, or applicable
local law.
Keywords: Equiniti, West Allis , Implementation Manager - Cap Table Equity, Executive , Milwaukee, Wisconsin
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