Support the recruitment of new brokerage partners by leading product demonstrations and technical deep-dives that showcase Certent Equity Management’s broker integration capabilities.
Serve as the primary technical point of contact during broker partner evaluations, walking prospective partners through CEM’s broker implementation architecture, data flows, and integration touchpoints.
Partner with Account Executives to build compelling business cases, including ROI analyses and value positioning strategies.
Develop and deliver training programs for brokerage partner teams, enabling them to effectively navigate and utilize the CEM platform in their day-to-day operations.
Advise broker partners on best practices for leveraging CEM, drawing on insights from how our client base uses the platform across different equity plan structures and corporate actions.
Act as a hybrid Solutions Engineer and Relationship Manager for the broker partner channel, owning ongoing broker engagement to drive partner satisfaction, platform adoption, and incremental revenue growth.

Requirements

5+ years of experience in Solution Engineering, presales, consulting, equity plan administration, or a related customer-facing role within enterprise software or financial services.
Strong knowledge of equity compensation plans (stock options, RSUs, ESPPs, SARs, performance shares) and their accounting treatment under ASC 718 and IFRS 2.
Experience with equity compensation as it relates to brokerage operations, including trade execution workflows, share settlement, and broker-platform integrations.
Demonstrated ability to deliver compelling software demonstrations to executive and technical audiences.
Experience navigating complex enterprise sales cycles with multiple stakeholders across Finance, HR, Legal, and IT.
Excellent communication and storytelling skills with the ability to translate technical capabilities into business outcomes for both enterprise clients and channel partners.
Self-starter mentality with the ability to manage multiple concurrent opportunities across direct sales and partner channels in a fast-paced environment.
Bachelor’s degree in Accounting, Finance, Economics, Human Resources, or a related field.
Nice to Have CEP (Certified Equity Professional) designation or active candidacy.
Direct experience working at or with a brokerage firm in an equity compensation capacity, such as partner onboarding, broker integrations, or trade settlement operations.
Experience with ERP, payroll, or HRIS integrations (Workday, ADP, SAP SuccessFactors) in the context of equity compensation.
Familiarity with IPO readiness, Section 16 reporting, or SOX compliance as it relates to equity administration.

Benefits

Remote-first culture with flexibility to work from anywhere in the US
Career development opportunities within a rapidly growing global software company

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Solution Engineeringpresalesconsultingequity plan administrationequity compensation planstrade execution workflowsshare settlementbroker-platform integrationssoftware demonstrationsERP integrations

Soft Skills

communication skillsstorytelling skillsself-starter mentalityability to manage multiple opportunitiesability to translate technical capabilities into business outcomes

Certifications

Certified Equity Professional