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Equity Admin and Legal Specialist
UniphorePalo Alto, United Statesfull_timeVerifiedPosted 16 Apr 2024
About the role
Uniphore is one of the largest B2B AI-native companies—decades-proven, built-for-scale and designed for the enterprise. The company drives business outcomes, across multiple industry verticals, and enables the largest global deployments. Uniphore infuses AI into every part of the enterprise that impacts the customer. We deliver the only multimodal architecture centered on customers that combines Generative AI, Knowledge AI, Emotion AI, workflow automation and a co-pilot to guide you. We understand better than anyone how to capture voice, video and text and how to analyze all types of data. As AI becomes more powerful, every part of the enterprise that impacts the customer will be disrupted. We believe the future will run on the connective tissue between people, machines and data: all in the service of creating the most human processes and experiences for customers and employees.
Global Equity Admin & Legal Operations Manager
Uniphore is looking for a “can-do” professional to join its fast-paced legal team. This position will have a hands-on role in all aspects of the legal team, with a primary focus on equity administration and legal operations. This position reports to the Senior Corporate Counsel but will work closely with our Finance and People functions, as well as directly with our General Counsel on certain matters.
Global Equity Admin & Legal Operations Manager
Uniphore is looking for a “can-do” professional to join its fast-paced legal team. This position will have a hands-on role in all aspects of the legal team, with a primary focus on equity administration and legal operations. This position reports to the Senior Corporate Counsel but will work closely with our Finance and People functions, as well as directly with our General Counsel on certain matters.
Equity Administration Job Duties:
- Equity management, including management, maintenance, and accurate record keeping as it relates to all equity matters and handling of all aspects of the Company’s equity incentive plan. Attention to detail is an absolute must for this position.
- Management of the Company’s online equity administration application and management of the Company’s capitalization table.
- Maintain compliance with worldwide equity laws and interface with employees regarding the administration of their equity grants. This includes updating equity compliance charts and making equity-related compliance filings around the world.
- Proactively conduct periodic audits of equity data to ensure data integrity and compliance with internal policies and external regulations.
- Create and drive processes in alignment with other departments, such as HR, to increase efficiency relating to the gathering of equity-related data.
- Coordinate among various departments such as HR, finance, and legal to ensure alignment and accuracy of equity-related data.
- Respond to all executive, employee, investor, and other key stakeholder inquiries.
- Support on investments, acquisitions, and other strategic transactions, as needed.
Legal Operations Job Duties:
- Lead projects to plan for, select, implement, optimize, and maintain legal tech to streamline new or existing processes, and drive efficiency across the organization.
- Aggregate metrics from various systems and accurately summarize legal team efforts in executive-level decks as needed
- Manage the legal team budget, including opening and closing POs with Finance, working with legal professionals to obtain data necessary for forecasting and accruals, and accurately processing invoices.
- Work closely with other legal team members to assist in the execution and notarization of documents.
- Assist the department’s efforts to create and refine forms, playbooks, systems, processes, and procedures.
Required:
- Ability to work in a fast-paced environment, manage competing priorities, adhere to tight deadlines and collaborate with stakeholders across the business.
- Experience with stock administration, including familiarity with equity compensation concepts such as options, RSUs, and other equity awards
- Proficiency in equity management software (e.g., Carta, Shareworks) and Microsoft Excel, and experience maintaining a company capitalization table.
- Strategic thinker who can take the lead and drive solutions for successful business outcomes.
- Excellent project management skills with the ability to manage multiple projects simultaneously and meet deadlines.
- Strong attention to detail and customer service focus is a must.
- Exceptional communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels of the organization.
- Experience working with CLM and privacy management tools and software is a plus.
- Has at least 2 years of experience with exposure to commercial sales processes and equity management.
- Has the demonstrated ability to come up with creative solutions to work in a dynamic environment.
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