Client Service Manager

insightsoftware

. Ensure outstanding service delivery to an assigned book of clients .

Posted 11/3/2026full-timeRemote • North Carolina • United StatesMid-LevelSenior💰 $59,000 - $74,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client administration services, including stock options and equity plan management, while ensuring high levels of client satisfaction through effective communication and problem-solving skills.

Highest-signal resume keywords

Client Relationship ManagementEquity Plan AdministrationStock Options KnowledgeCEP CertificationMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Stock OptionsEmployee Stock Purchase PlansRestricted AwardsPerformance AwardsASC 718Equity Compensation TaxationAccounting RulesProcess ImprovementData Integrity ManagementSettlement Processing

Soft Skills

Excellent Communication SkillsAnalytical Problem-SolvingOrganizational SkillsCollaborative Work StyleDetail-Oriented

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

CEP Certification

Industry Keywords

Corporate Accounting AdministrationEquity PlansCompliance RegulationsClient Service DeliveryThird-Party Vendor Management

About the role

Key responsibilities & impact

Ensure outstanding service delivery to an assigned book of clients
Interact directly with clients, develop client-specific procedures, respond to inquiries, plan for future stock plan events, maintain and ensure data integrity, and oversee equity plan administration functions including processing, stock issuance, settlement processing, taxation, and reporting
Manage and interface with applicable third-party vendors, including brokers and transfer agents
Serve as an escalation point for team members for support and problem resolution
Interface with cross-functional Certent team members, including sales, support, and engineering, to deliver timely and accurate client administration services
Manage multiple client relationships and projects while driving high levels of client satisfaction

Requirements

What you’ll need

B.S. or B.A. in Business Administration, Economics, Accounting, Finance, or related studies
5+ years of customer service-related experience dealing with corporate clients
Proven working knowledge of stock options, employee stock purchase plans, restricted and performance awards, ASC 718 and/or corporate accounting administration
CEP Certification preferred or willingness to pursue
High level of proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
Excellent written and verbal communication skills
Ability to work well in a collaborative environment
Strong analytical and independent problem-solving skills
Strong organizational skills to manage multiple clients’ tasks and issues in a fast-paced work environment
Exceptionally resourceful and detail-oriented, with ability to deliver complete and accurate results
Experience working with different types of Equity Plans in both private and public companies preferred
Ability to identify and implement process improvements
Knowledge of equity compensation taxation, accounting rules, and applicable compliance regulations preferred
Background check required for employment where permitted by country or state/province

Benefits

Comp & perks

Additional bonus eligibility may apply
Equal employment opportunity workplace
Confidential handling of applicant information according to EEO guidelines