Miguel Angel Torres
Miguel Angel Torres
About
Detail
Stock Plan Administrator
Arizona, United States
Equity Management Professional | Customer Success Expert
Experienced Equity Manager and Customer Success Professional dedicated to optimizing stock plan administration and delivering exceptional customer service. With a proven track record in global equity management and a passion for client satisfaction, I excel in driving operational efficiency and building strong relationships.
Equity Management Expertise:
- Expertly navigate ASC 718 requirements, ensuring compliance and accurate financial reporting.
- Manage cap tables and administer equity administration software, streamlining processes for seamless employee experiences.
- Collaborate cross-functionally with finance, HR, legal, and other teams to maintain compliance with tax and securities laws.
- Provide comprehensive training and education to equity holders, promptly addressing inquiries and fostering understanding.
- Automate manual processes and enhance efficiency through innovative solutions, improving accuracy and saving time.
- Skilled in processing stock option exercises, award releases, and transactions, ensuring smooth operations for dedicated clients.
Customer Success and Service Excellence:
- Maintain 20+ client databases, ensuring data accuracy and timely updates for equity plans.
- Facilitate the administration of stock options and awards plans, delivering exceptional service to Tier 1 private companies.
- Offer training, demo support, and subject matter expertise to clients, fostering their understanding of equity awards and policies.
- Build strong customer relationships, earning a reputation for responsiveness, professionalism, and dedication.
- Execute projects with cross-functional teams, driving business operations and delivering results that exceed expectations.
- Provide day-to-day coaching and supervision to client service managers, fostering their growth and development.
If you are seeking a dedicated Equity Manager or Customer Success Manager with expertise in stock plan administration and a passion for exceptional service, let's connect. I am open to new opportunities and eager to contribute my skills to help organizations thrive.
Feel free to reach out to me directly or connect via LinkedIn. Let's explore how we can collaborate and make a meaningful impact in the world of equity management and customer success.
Contact Miguel regarding:
work
Full-time jobs