Role Summary:

As a Client Relationship Manager (CRM) at Workplace Solutions, you will be a trusted partner to our clients, demonstrating tenacity, focus, and exceptional organizational skills. A deep understanding of equity compensation plans, including stock options, RSUs, ESPPs, and related programs, is essential for this role. You will be at the forefront of client and partner relationships, responsible for managing user and decision-maker interactions, achieving revenue and growth targets, and ensuring client satisfaction. The ideal candidate will exhibit ambition, resilience, a keen interest in understanding clients' business needs, and a strong technical orientation to customize solutions for diverse scenarios, particularly in the area of equity compensation.

Key Responsibilities:

• Develop and maintain robust relationships with assigned clients, with a focus on those utilizing equity compensation programs

• Engage with decision-makers to deepen client relationships and build client loyalty, serving as a subject matter expert on equity compensation

• Work with internal stakeholders and external partners to advocate for clients and provide creative solutions, especially in the design, administration, and optimization of equity compensation plans

• Partner with Bankers on participant engagement initiatives and ensure they are kept abreast of overall relationship status

• Be responsible for creating and maintaining key client data in Dynamics

• Be responsible for client contract management, including renewals, amendments, price updates and product extensions, etc.

• Advocate for client and ensure that client escalations are resolved

• Ensure client satisfaction through strategic planning, proactive communication, issue resolution, and performance measurement achievements

• Achieve assigned targets for client retention and referenceability

• Stay informed about industry trends to provide best practices and industry insights to clients and the organization, with a particular emphasis on equity compensation trends and regulatory changes

• Build a network of equity compensation influencers and experts in equity compensation

• Lead client presentations to review metrics and strategic planning in person as required by business goals, with the ability to clearly communicate complex equity compensation concepts

• Collaborate with Sales, Implementations, Operations, and Service Desk teams to optimize client and employee support

• Actively grow existing accounts to identify new value creation opportunities, especially related to equity compensation solutions

Required Qualifications, Skills, and Capabilities:

• Bachelor’s degree in Business or equivalent experience

• Experience in equity compensation, including hands-on experience with stock plans, RSUs, ESPPs, or similar programs

• Proven experience in Relationship Management with global companies

• Strong analytical, consultative, negotiation, and problem-solving skills, with the ability to develop creative solutions to complex challenges

• Demonstrated ability to collaborate across teams, lead and prioritize multiple initiatives, and drive organizational change

• Exceptional communication skills (personal, listening, written, and verbal), with the ability to present compelling ideas and strategies

• Proven success in building and nurturing multi-level client relationships, understanding customer needs, and identifying up-sell and cross-sell opportunities