Responsibilities

We are looking for an exceptional STOCK ADMINISTRATION MANAGER to join our growing team. You will manage Workato's equity system, including but not limited to the equity award systems.

In this role, you will also:

• Gather the data to be presented to the board of directors, ensuring that it is complete and correct, and also distributing the info to the management team post board meetings.

• Answer questions addressed to the equity platform and to the stock admin alias

• Assist equity holders to exercise options

• Ensure that non-US employees are aware of any general issues with receipt of equity grants, and exercise thereof. In certain cases, will work with local management to ensure that in general, we employ the most effective means to manage equity programs.

• Generate an RFP to replace Carta, and will manage the transition from Carta to its replacement.

• Generate a process to select a stock transfer agent, and to manage the implementation of the agent post selection.

• Any detailed requirements of any secondary sale processes that occur

• Cap table accuracy, and also provide any reports required from investors.

• Added bonuses - assist with stock based compensation issues; assist with the generation of any forms associated with equity exercises.

Requirements

Qualifications / Experience / Technical Skills

• Substantial experience in management of equity, preferably in a public company.

• Familiarity with public and private equity platforms

• Bachelor degree in business, accounting or economics preferred

• Professional accreditation for equity management (ie, CEP, etc.)

Soft Skills / Personal Characteristics

• Must be articulate, accurate, work with a sense of urgency, and a fit to Workato