Client Success Associate

About the RoleGrantd Equity is an AI-powered equity compensation management platform serving 300+ RIA firms. The Client Success Associate is a hybrid operations and client support role — you'll own the day-to-day service requests and back-office workflows that keep our clients running. That means handling incoming support requests, processing invoices, entering equity compensation data, supporting client onboarding and migrations, and helping QA new product releases before they reach clients. You'll work directly under the VP of Service Delivery and be a core part of a lean, high-output team.What You'll DoEnter equity compensation data with a high degree of accuracy, including RSU grants, ISO/NSO option awards, vesting schedules, and exercise historyReview client-submitted grant documents and data files to ensure completeness and accuracy before platform entryServe as a first point of contact for client questions across phone, email, and chat, escalating issues thoughtfully when neededMonitor support queues, identify recurring themes, and flag emerging issuesSupport the migration of StockOpter clients to Grantd by coordinating timelines, data transfers, and proactive client communicationParticipate in onboarding calls and follow-up touchpoints that help new clients get up and running successfullyMaintain clear and up-to-date records in our CRM (HubSpot), including ticket activity, migration progress, and client health indicatorsAssist with reporting on activation rates, support volume, and client satisfaction metricsContribute to client-facing documentation, standard operating procedures, and training materials that help clients succeed with the platformWhat We're Looking For1–3 years of experience in client services, operations, or financial servicesBachelor's degree in Finance, Business, or a related field preferredExceptional attention to detail and demonstrated accuracy in data entry or data review workClear, professional written and verbal communication skills, with the ability to distill complex information into concise, client-friendly language and adapt your style to the audienceAbility to draft polished client-facing emails, follow-up summaries, and support communications with minimal revisionStrong ownership instincts — you follow up proactively and close the loop on open items without being promptedComfort working in a fast-moving startup environment where processes are still being built, and a willingness to help shape themNice to HaveExperience supporting RIA or wealth management clientsFamiliarity with equity compensation platforms such as StockOpter, Carta, or ShareworksExposure to SaaS onboarding, implementation, or client migration workflowsPrior experience entering or reviewing financial or legal dataExposure to financial services compliance requirements, including SEC or FINRA environmentsFamiliarity with omnichannel support tools such as Nextiva, HubSpot, or ZoomCompensation & BenefitsBase salary: $65,000–$75,000, commensurate with experience401(k) with company matchHealth, dental, and vision coveragePaid time off and company holidaysEquity compensationHow to ApplySubmit your resume and a cover letter to . Applications will be accepted on an ongoing basis until the position is filled.Grantd Equity is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.