Management Level
G
About EQ Shareholder Services Equiniti is undergoing a bold transformation, powered by a dynamic, newly formed leadership team that began their journey in 2025. This Leadership team is steering EQ into the future by leveraging state-of-the-art technology and data-driven strategies to drive customer satisfaction and unlock new growth opportunities.
EQ is not just supporting organizations - EQ is revolutionizing how it engages with shareholders and manage their corporate lifecycle. From energizing shareholder engagement and streamlining stock registers to facilitating seamless ownership transfers, dynamic shareholder meetings and efficient dividend payments, EQ is the backbone of global equity administration.
But that's just the beginning. EQ's mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging than ever before. EQ is leading the charge in dematerialization, empowering issuers and shareholder to embrace a digital-first experience.
The acquisition of Notified has supercharged the organization's capabilities in investor relations and communications, making EQ the only global technology partner dedicated to both public relations and investor relations solutions.
EQ's commitment to agility and a #ClientObessedApproach means they act fast, deliver exceptional service and always put their clients first.
Role Summary We are seeking an experienced and dynamic Implementation Manager to join our team, playing a crucial role in deploying our cutting-edge Cap Table Management and Equity Compensation Management software as a service. As the Implementation Manager, you will project manage a diverse set of people and processes, dedicating 80% of your time to ensuring efficient and effective software deployment. Additionally, you will spend 20% of your time addressing service tickets from existing customers, troubleshooting with users and the internal customer support team.
Core Duties/Responsibilities The successful candidate will be responsible for the following:
- 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.
- 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.
- 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.
- Develop and nurture relationships with internal and external technical stakeholders.
- Collaborate with client companies to build strong working relationships, ensuring a smooth implementation process.
- 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.
- 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:
- 3-5 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.
- PMP Certification is a plus
Compensation - $90,000-110,000 Annually, based on exeperience
Equal Opportunity Statement We 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.
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