Equity Compensation Client Success Manager

Job Description

Job Description

My Equity Comp is seeking an experienced and analytical Client Success Manager to join our team and work for one of the leading equity compensation firms in the industry.

As a member of our team, you will be a part of a well-established company. We take pride in our work culture and appreciate and value our employees as they ARE the business.

We offer an incredible culture, a stellar reputation, and an amazing team that separates us from others in the industry!

The Client Success Manager is a leader who excels in critical thinking, sales and relationship management and is excited to continue a career path in the Equity Compensation world.

The ideal candidate will have industry experience and be exceptionally smart, analytical, and solution-oriented. This job is not a monotonous 9-5 job, but more of a challenging (in a fun, keep you on your toes kind of way) rewarding career.

We are looking for an experienced professional to assist MEC’s efforts to grow various business lines and to help drive sustainable financial growth by boosting sales and forging strong relationships with clients.

All necessary training on My Equity Comp policies and procedures will be provided.

Our employee compensation and benefits package show how much we value our team!

Salary & Benefits

Pay range : $80k - $120k. Salary commensurate with experience

Full benefits package including annual company cash bonus, Medical, Dental, Vision, 401K with match, paid vacation, and sick time.

Schedule -Remote

Full-time, Monday Friday 8 : 00 am -5 : 00 pm / 9 : 00 am -6 : 00 pm (Pacific Standard Time) with flexibility

The Position

Sales Duties and Responsibilities

• Respond to clients and lead inquiries / emails promptly
• Prepare proposals, contracts (MSAs, SOWs), and other necessary documents
• Follow up on sales leads at all stages
• Understand and communicate MEC’s service offerings and run discovery calls

Relationship Management Duties and Responsibilities

• Handle renewal notifications, emails, and contract amendments
• Attend and actively participate in client calls and meetings, scheduling as needed
• Conduct client business reviews for feedback and improvement opportunities
• Pursue identified cross-selling and upselling opportunities for MEC's services

General Duties and Responsibilities

• Manage CRM systems for accurate data entry
• Handle general departmental administrative tasks
• Communicate with clients for information dissemination and requests
• Support the Advocate Program including surveys and testimonials
• Assist in marketing efforts, including content creation and distribution

Qualifications / Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Industry knowledge must be proficient in & understand equity comp terminology
• Comfortable with a fast-paced environment and sales deadlines
• Analytical and Solution Oriented
• A high degree of accuracy and attention to detail
• Proactive and Independent Worker
• Proficiency in MS Office (Outlook, Word, Excel, PowerPoint)
• Proficiency in using CRM software ( Salesforce a plus )
• Customer service orientation and negotiation skills
• Ability to build rapport and comfortable selling to senior executives / decision -makers
• Ability to interact with internal departments and clients by email / phone / video
• Strong work ethic
• Impeccable verbal and written communication skills
• A Bachelor’s Degree (preferred)
• CEP (preferred but not required)

About MEC

My Equity Comp is a professional service organization which means our employees ARE the business. We provide a fun and relaxed, yet professional atmosphere to work in.

We want our employees to love coming to work, so we do everything we can to create an enjoyable environment and family atmosphere with our team.

As for our business, we are a professional consulting organization that provides services to private and public companies that maintain equity compensation programs for their employees.

My Equity Comp provides stock plan administration services to companies that need temporary help or are looking to outsource the stock administration function on a longer-term basis.

Additionally, MEC has established itself as the industry leader in Section 6039 IRS Form Filing and mass mailing services.

Services Offered :

• Administration - temporary coverage or partial / full stock plan outsourcing
• 6039 Form Filing Form 3921 / 3922 creation, mailing services, and IRS filing
• Database Consulting - audits, conversions, mergers, stock splits
• IPO Services - procedure review, overall preparation for going public
• Project Management - RFP assistance, implementations, bulk transfers

We look forward to receiving your resume and getting to know you better!

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