- Manage a portfolio of company incentive plans like ESOPs on our internal plan administration platforms
- Interact with the client facing team on the day to day operational transactions relating to the plans
- Execute the timely processing of operational transactions including data management, reconciliation, processing, reporting and problem solving
- Organize, develop and maintain procedural and process documentation related to the companies in your portfolio
- Working with the client facing team to project manage the implementation of new clients onto the platform and key transaction events
- Document implementations/projects thoroughly and ensure all defined goals are met
- Act as a point of contact for the client facing team
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