Senior Solutions Engineer – Equity
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Job Description
Solutions Engineer focusing on equity management and broker support. Collaborating with partners to deliver technical solutions and product demonstrations.
Responsibilities:
- 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
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