Client Success Associate at Grantd in Remote

Summary: Grantd is an AI-powered equity compensation management platform serving over 300 RIA firms. The Client Success Associate will manage day-to-day service requests and back-office workflows, ensuring client satisfaction and smooth operations.

Responsibilities:
- Enter equity compensation data with a high degree of accuracy, including RSU grants, ISO/NSO option awards, vesting schedules, and exercise history
- Review client-submitted grant documents and data files to ensure completeness and accuracy before platform entry
- Serve as a first point of contact for client questions across phone, email, and chat, escalating issues thoughtfully when needed
- Monitor support queues, identify recurring themes, and flag emerging issues
- Support the migration of StockOpter clients to Grantd by coordinating timelines, data transfers, and proactive client communication
- Participate in onboarding calls and follow-up touchpoints that help new clients get up and running successfully
- Maintain clear and up-to-date records in our CRM (HubSpot), including ticket activity, migration progress, and client health indicators
- Assist with reporting on activation rates, support volume, and client satisfaction metrics
- Contribute to client-facing documentation, standard operating procedures, and training materials that help clients succeed with the platform

Required Qualifications:
- 1–3 years of experience in client services, operations, or financial services
- Exceptional attention to detail and demonstrated accuracy in data entry or data review work
- Clear, professional written and verbal communication skills, with the ability to distill complex information into concise, client-friendly language and adapt your style to the audience
- Ability to draft polished client-facing emails, follow-up summaries, and support communications with minimal revision
- Strong ownership instincts — you follow up proactively and close the loop on open items without being prompted
- Comfort working in a fast-moving startup environment where processes are still being built, and a willingness to help shape them

Preferred Qualifications:
- Bachelor's degree in Finance, Business, or a related field preferred

Required Skills: Equity compensation data entry, RSU grants, ISO/NSO option awards, Vesting schedules, Exercise history, Client services, Operations, Financial services, Data review, Client-facing email drafting, HubSpot CRM

Benefits: 401(k) with company match, Health, dental, and vision coverage, Paid time off and company holidays