Equity Specialist for Product Engineering (Contract to Hire)

Overview

This role seeks a highly skilled Certified Equity Professional (CEP) Level 3 to serve as a subject matter expert for equity compensation and management within a technology organization. You will act as the critical link between Product Management and Software Engineering, ensuring product requirements accurately reflect the complexities of equity plans, compliance, and reporting standards.

Responsibilities

• Serve as the equity domain expert for engineering and product teams, ensuring accurate representation of equity compensation concepts in system design.
• Collaborate with Product Managers to define functional requirements for equity management features, including grant administration, vesting schedules, tax compliance, and reporting.
• Translate complex equity plan rules and regulatory requirements into clear, actionable specifications for software development.
• Validate technical designs and workflows to ensure compliance with accounting standards (ASC 718), tax regulations, and global equity plan requirements.
• Partner with QA teams to develop test cases that accurately reflect equity scenarios and edge cases.
• Serve as a liaison during sprint planning and backlog grooming, ensuring equity-related features are prioritized and implemented correctly.
• Provide guidance on data structures, integration points, and reporting needs related to equity plans.
• Monitor industry trends and regulatory changes to advise on product roadmap adjustments.
• Conduct training sessions for engineering and product teams on equity concepts and compliance requirements.

Requirements

• Certified Equity Professional (CEP) Level 3 required.
• 5+ years of experience in equity compensation administration or consulting.
• Strong knowledge of global equity plan structures, tax compliance, and accounting standards (ASC 718).
• Experience working with software development teams or technology platforms related to equity management.
• Familiarity with Agile methodologies and tools (e.g., Jira, Confluence).
• Excellent written and verbal communication skills.
• Ability to create detailed functional specifications and acceptance criteria.

Preferred Qualifications

• Experience with data modeling, APIs, or SaaS platforms in the equity domain.

Preferred Technical Skills

• SQL: Ability to write queries for data validation and reporting.
• Data Modeling: Understanding of relational database design and equity-related data structures.
• API Familiarity: Knowledge of RESTful APIs for integration with external systems.
• BI Tools: Experience with reporting and visualization tools (e.g., Power BI, Tableau).
• SaaS Platforms: Exposure to equity management software (e.g., Shareworks, Carta, Certent).
• Basic Programming Knowledge: Familiarity with scripting languages (Python or similar) for data analysis or automation.
• Version Control: Understanding of Git-based workflows for collaboration with engineering teams.

Compensation & Benefits

• Salary range in United States of America for this position: 0.00 to 0.00
• For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply.
• Your specific offer within this range will be determined by your skills, experience, and qualifications.

Location

United States of America

Additional Information

• All information will be kept confidential according to EEO guidelines.
• Background checks are required for employment with this employer, where permitted by country, state/province.