Consultant, Professional Services; Equity Management

Position Overview

We seek a mid‑to‑senior level Equity Services Consultant to join the Certent Equity Management Professional Services team. This role offers the opportunity to deliver specialized expertise in managing complex, project‑based equity data work. You will partner with clients on critical equity transactions, lead data reconciliation efforts, and drive continuous process improvement through documentation and automation. Reporting to the Professional Services Manager, you will work remotely and have the flexibility to impact both tactical delivery and strategic product initiatives.

• Lead and execute complex equity data projects including M&A corporate actions, stock splits, vesting accelerations, and cancellations of options and restricted awards.
• Perform comprehensive data validation and reconciliation across multiple systems and data sources to ensure accuracy and completeness.
• Design, document, and improve processes and workflows to increase efficiency and reduce manual effort.
• Develop and maintain automation templates, scripts, and tools using VBA, SQL, and Python to streamline recurring tasks.
• Provide subject‑matter expertise and guidance to clients on equity plan compliance, controls, and best practices.
• Collaborate with cross‑functional teams including product management to identify opportunities for product enhancements and template optimization.
• Embrace and leverage AI tools and innovations to enhance data analysis, automation, and decision‑making capabilities in equity management work.

• 5+ years of experience managing complex equity compensation projects or equity plan administration.
• Advanced proficiency in Microsoft Excel, including formula development, data analysis, and pivot tables.
• Strong working knowledge of VBA for Excel automation and process efficiency.
• Proficiency with SQL for database querying and data manipulation.
• Experience with Python or similar scripting language for automation and data processing.
• Demonstrated expertise with equity compensation software platforms (Certent Equity Management, E
  * TRADE Global EQ, Share works, or equivalent).
• Deep understanding of equity compensation concepts including frameworks ISOs, RSUs, ASC 718, IFRS 2, and equity plan compliance frameworks.
• Strong documentation and written communication skills with the ability to clearly articulate technical concepts.

• Experience with Lean methodology or continuous process improvement initiatives.
• Familiarity with insightsoftware products or solutions.
• Background in project management or vendor relationship management.
• Public speaking or client presentation experience.

• Fully remote work environment with flexible working arrangements.
• Opportunity to work on high‑impact, complex projects with leading global organizations.
• Direct collaboration with the Professional Services team and product management.
• Professional development and continuous learning opportunities.
• Competitive salary and comprehensive benefits package.

The salary range in United States of America for this position is $88,000.00 to $ USD annually. Your specific offer within this range will be determined by your skills, experience, and qualifications. For non‑sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target. We are committed to pay transparency and fair compensation practices.

All your information will be kept confidential according to EEO guidelines. Insightsoftware is 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.

Background checks are required for employment with insightsoftware, where permitted by country, state/province.