Primary Responsibilities
Serve as a technical point of contact for broker partners on integrations, data exchange, and file feed issues, coordinating with corporate clients when an issue affects both
Support new broker partners, including integration testing, file specification reviews, and data validation
Reconcile transaction data between Certent and broker platforms, such as exercises, sales, releases, and settlements, and resolve discrepancies
Triage time-sensitive broker issues that could affect participant trading or T+1 settlement, and manage cases through resolution in Salesforce
Support the data flows behind tax withholding (sell-to-cover, net settlement, and cash)
Communicate clearly with broker partners, clients, and internal teams during feed or settlement incidents, following defined escalation procedures
Support clients’ use and setup of Certent Equity Management to meet the accounting (ASC 718), tax, legal, and regulatory requirements of their equity plans
Monitor daily broker, transfer agent, and payroll file feeds for timeliness and accuracy, and help clients troubleshoot issues
Provide data analysis, report writing, file management, database auditing, and technical support on equity plan data
Test, document, and escalate unresolved cases that may be product defects or data issues to Engineering and Product Management, and help prioritize fixes and enhancements for each sprint release
Respond to direct customer inquiries during peak periods such as vesting events, ESPP purchase dates, and quarter and year-end reporting
Document knowledge base solutions for internal and external use
Maintain broker-facing documentation, including integration specifications, file layouts, and support procedures
Handle participant data in line with insightsoftware security and privacy controls
Required Skills And Experience
Experience with US equity compensation, stock plan administration, or ESPP, whether in software support, plan administration, brokerage, consulting, or professional services
Working knowledge of equity award types (stock options, RSUs, PSUs, ESPP) and the plan lifecycle from grant through settlement
Understanding of how stock plan brokers and transfer agents work with issuers, including participant accounts, trade execution, and settlement
Understanding of trading constraints that affect plan participants, such as blackout periods, Rule 10b5-1 plans, and Section 16 reporting
Proficiency with SFTP, data management, and file interfaces, including common formats such as CSV and fixed-width
Proficiency with SQL and relational databases, including data analysis, report writing, auditing, and updating data via SQL scripting
Comfortable owning time-critical issues end to end with external partners while managing competing priorities
Demonstrated success in collaborative, team-centered environments
Strong analytical and problem-solving skills, especially tracing data discrepancies to their root cause
Excellent written, phone, and conversation management skills for working with external clients and internal stakeholders
Professional fluency in written and spoken English
Ability to work US business hours, starting by at least 8:00 AM Eastern
Preferred Skills And Experience
Knowledge of finance and accounting principles, specifically ASC 718 (Accounting for Stock-Based Compensation) as published by the Financial Accounting Standards Board (FASB)
Certified Equity Professional (CEP) designation, or progress toward it
Prior experience supporting or administering an equity management platform
Experience at a brokerage stock plan services desk or transfer agent, or supporting broker-facing integrations
Familiarity with file-based or API integrations between equity administration platforms and brokerage systems
Advanced Excel skills for data analysis, including formulas and functions
Familiarity with Python or REST APIs for data validation or automation
Salesforce and Jira experience
Exposure to agile methodologies
Bachelor’s degree or equivalent experience in Accounting, Finance, Mathematics, Engineering, Computer Science, or Management Information Systems
The salary range in United States of America for this position is 65,000.00 to 81,000.00 USD Annual.
For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply.
Your specific offer within this range will be determined by your skills, experience, and qualifications.
We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.
Additional Information
All your information will be kept confidential according to EEO guidelines.
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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.
