Customer Success Manager driving expansion revenue for Hospitable’s short - term rental software. Managing consultative customer engagement, product adoption, QBRs, and revenue pipeline performance.
About the role
- Client Success Manager supporting Morgan Stanley’s Shareworks equity compensation plans. Administering stock awards, reporting, client inquiries, and compliance processes in Montreal.
Responsibilities
- Provide stock plan administration support for multiple corporate clients using the Shareworks platform
- Administer stock options, restricted stock awards, and performance awards
- Assist clients with new grants, exercises, releases, performance measurement applications, dividends, and deferrals
- Support daily, monthly, year-end, and ad hoc reporting, including reconciliation when needed
- Respond accurately and promptly to equity-related inquiries and internal and external corrections
- Create and maintain event timelines and operating procedures focused on process improvement
- Work with internal and external teams to support successful compliance audits
- Interface with client contacts, financial advisors, the service center, and internal operations
- Provide ongoing corporate client stock plan servicing and foster trusted client partnerships
Requirements
- 1–5 years of customer service experience primarily answering and resolving customer inquiries
- Ability to manage multiple tasks against tight deadlines
- Client-focused, proactive problem-solving approach
- Strong prioritization, time management, judgment, and escalation skills
- Strong analytical and problem-solving skills
- Proven attention to detail
- Discipline in following processes, procedures, and controls
- Ability to work under pressure while maintaining focus and a positive attitude
- Ability to contribute to internal and external process improvements
- Fluency in written and spoken English is essential
- Knowledge of French and English is required
- Associate degree or higher in business, finance, accounting, or a related field preferred, not required
- CEP Certification preferred, not required
- Basic/introductory knowledge of equity platforms
- Basic/introductory knowledge of the equity compensation industry
Benefits
- Opportunity to work with leading professionals at a firm valuing individual intellect and teamwork
- State-of-the-art collaborative offices
- Flexible working arrangements
- Enriching challenges with opportunities for constant learning and advancement
- Technology-enabled work environment
- Attractive and comprehensive employee benefits and perks
- Opportunities for internal career mobility and advancement
- Commitment to diversity, inclusion, and equal opportunity
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