Own the day-to-day administration of all equity platforms, plans, and awards, including grants, vesting, sales, and ESPP activity.
Lead, mentor, and develop a high-performing team of Equity professionals, driving operational excellence and accuracy.
Build and scale processes, systems, and controls to support a global, publicly traded company, including compliance with SEC, IRS, audit, SOX, and foreign equity requirements.
Serve as the company’s equity plan expert, providing strategic guidance to Legal, Finance, Accounting, People, and executive leadership.
Partner with Legal and Accounting to support equity and cap table reporting, including 83(b) elections and SEC disclosures (Forms 3, 4, 5, 10-K, 10-Q, 8-K, and proxy statements).
Maintain and optimize equity systems accuracy, including ownership of Schwab Equiview and Computershare platforms.
Provide equity data, analysis, and insights for compensation strategy discussions, board materials, and committee presentations.
Own and evolve employee equity education, communications, and tools to drive understanding and engagement across the organization.
Monitor compliance with U.S. and international regulations regarding income, tax withholding, securities and reporting for stock awards.
Partner with cross-functional teams to maintain scalable processes ensuring equity data accuracy, including record-keeping, reporting, reconciliation, and audits.
Drive innovation by identifying and implementing automation opportunities that improve efficiency and scalability across equity operations.
Lead global education efforts related to equity compensation, including financial wellness initiatives, plan design changes, and understanding of equity value and plan terms.
Foster a collaborative team environment passionate about professional development, setting world-class standards, and providing Tier 1 support.
Deliver outstanding service to internal collaborators by addressing inquiries from management, partners, and employees with responsiveness and integrity.
Champion, role model, and embed Samsara’s cultural principles (Focus on Customer Success, Build for the Long Term, Adopt a Growth Mindset, Be Inclusive, Win as a Team) as we scale globally and across new offices.
Hire, develop and lead an inclusive, engaged, and high performing team.