What You’ll Do 

• Manage end-to-end stock plan administration operations for assigned clients 
• Serve as the primary client contact, building strong, long-term relationships 
• Guide clients through equity processes and educate them on best practices 
• Administer stock options, restricted stock, performance awards, and ESPPs 
• Prepare and customize financial and administrative equity reports 
• Complete Forms 3, 4, and 5 to support Section 16 compliance 
• Support basic international plan administration
• Develop and deploy employee equity communications
• Provide private company support, including cap tables, shareholder tracking, and IPO transitions
• Research and resolve complex equity compensation issues
• Create, document, and implement policies and procedures
• Manage detailed project scopes, timelines, and deliverables
• Oversee 8–10 client relationships within a defined book of business
• Assist with the development and rollout of new outsourcing services
• Ensure compliance with all internal procedures, including data security and privacy standards

What We’re Looking For 

• Bachelor’s degree or equivalent experience
• 3–5+ years of corporate stock administration experience
• 2+ years managing corporate clients in a SaaS environment
• Expert knowledge of stock option and restricted stock administration
• Working knowledge of performance awards and employee stock purchase plans
• Strong understanding of accounting impacts related to equity compensation
• Working knowledge of Section 16, international plans, and brokerage processes
• Experience with at least two major equity platforms (Shareworks, E*Trade/EEO, Fidelity)
• Excellent written communication and documentation skills
• Advanced Excel proficiency; strong MS Office skills (Google Workspace a plus)
• Ability to manage multiple priorities and deadlines independently
• CEP II preferred, but not required

 The Right Fit 

• Highly professional, responsive, and client-focused
• Comfortable leading client conversations and managing expectations
• Detail-oriented with a commitment to accuracy and quality
• Proactive problem-solver who addresses issues early
• Diplomatic communicator skilled at managing conflict and escalations
• Organized, adaptable, and self-directed
• Aligned with our core values of Integrity, Opportunity, Passion, Excellence, and Teamwork

Why Stock & Option Solutions 

• Fully remote work environment
• Competitive compensation with bonus opportunity
• Comprehensive medical, dental, and vision coverage
• Flexible 401(k) with employer match
• Flex time off and paid holidays
• Ongoing training, education, and professional development
• Clear career path with growth opportunities
• Exposure to a wide variety of clients, industries, and equity plans
• A collaborative team focused on best practices and continuous improvement