Position Profile: Account Manager

We are currently hiring for the position of Account Manager in our Account Management Department.

Reporting to the Director, Account Management, the Account Manager is responsible for servicing, cultivating and growing existing corporate client relationships toward mutual partnership and success. Acting as the main point of contact for designated corporate clients, the Account Manager interacts with all departments within Solium to ensure that client expectations are met, satisfaction levels are maintained and strives to improve these on an ongoing basis.

The primary responsibilities of this role include:

• Managing the client relationship prior to, during and after the plan is implemented on Solium Shareworks.
• Reviewing and interpreting Plan Text(s) to ensure the plan(s) is compatible with Solium Shareworks. Reviews client documentation, plan texts and plan operating procedures to identify and resolve potential issues with the client.
• Working closely with the Project Implementation Team to ensure that new customer plans are launched accurately and successfully and to ensure that individual client timelines and collective Solium timelines are met and executed to meet project deadlines and “Go live” dates.
• Transitioning the account management responsibilities to the Associate Account Manager as required.
• Proactively strives to ensure that client understands and embraces standard Solium practices and procedures with respect to the plan launch on Shareworks, plan management and employee communication.
• Training client administrators.
• Understanding and interpreting the Solium Services Access Agreement (SAA) and any client exceptions to Solium standards with respect to pricing, plan management or service level commitments.
• Reviewing invoices monthly to ensure accuracy.
• Relative to services sold, conducts ongoing needs analysis to determine appropriate services to meet client requirements. Strives to uncover new business opportunities creates supporting Statement of Work (SOW) for business sold including new modules, acquisitions, and other ad hoc client projects.
• Strives to keep client apprised of new product functionality that may be relevant to the client and their plan administration through Shareworks.
• Proactively strives to build “partnership” style relationships focusing on integration at all levels. Interacts with various individuals at the corporate client to solve problems, build strong partnerships, and uncover new opportunities.
• Fosters client loyalty through Solium’s standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, launch celebrations etc.
• Trouble shoots ad hoc client queries utilizing the Solium Shareworks™ application.
• Completes client meetings, demonstrations, training sessions, user training sessions, and other client requests as required.

Required Qualifications for this position:

• Minimum 3 year in an Account Management, Client Services, or Sales role, preferably working in the equity industry.
• Ability to execute and deliver to timelines yet is adaptable to meet changing priorities.
• Ability to manage, multi-task, prioritize and maintain multiple projects, tasks, clients, and activities.
• Excellent written and oral communication and presentation skills.
• Able to communicate effectively, interact with, manage and lead a diverse range of personalities and roles both internally and externally.
• Ability to envision and create strategies and supporting plans for execution that achieves business goals.
• Initiates projects, gains cooperation, and confidence of others to drive to success.
• Acts as a mentor sharing knowledge and skills to develop others.
• Excellent time management and organizational skills.
• Excellent communication and presentation skills.
• Competent using MS Office/Excel and PowerPoint.

Other Assets for this position

• Relevant industry (technology/financial services) experience.
• Effectively manages themselves during times of stress and acts as a leader by setting an example for others.
• An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities.
• Strong customer orientation.
• Previous experience managing and measuring client satisfaction levels and ongoing initiatives.
• A deep belief in team success, collaboration and a willingness to adapt to continuous change.
• An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals.

Summary:

Position Profile: Projects and Implementations Manager

We are looking for a business and operations resource to contribute within our Special Projects and Implementation Team (SPI) with responsibility for assigned projects. The individual will require excellent communication skills and will have contact with external clients. The individual will possess strong analytical skills, persistent problem-solving skills and have the ability to multi-task and respond to day-to-day operational demands. As the Project Manager, they must be willing to take accountability and responsibility for project success and do “what it takes” to complete the project.

Responsibilities and Activities of this position:

• Works with customer facing and operational team members to prepare client data for use in Solium's product set
• Implementation of new clients including:
• plan set up to rule sets
• project planning/dependencies
• maintains and manages a project check-list
• testing, procure customer sign-off
• imports client data
• prepares operational team for plan administration
• Responsible for successful completion of assigned projects such as:
• Client corporate actions (stock splits, plan conversions)
• Year end activities
• Tax project, annual statements
• New product updates – integration into application and operations
• Definition of processes and procedures
• Senior resource for internal teams on plan set up, configuration and knowledge source for special projects

Business Skills required for this position:

• Excellent problem resolution and analytical skills
• Proven ability to meet deadlines
• Able to multi task, set and update priorities
• Organized
• Solutions orientated
• Good written and verbal communication skills
• Excellent customer service skills
• Ability to work effectively as a member of a team.
• Knowledge of equity based incentive plans and share purchase saving plans a definite advantage.

Technical Skills required for this position

• Strong knowledge of Microsoft Office products especially Microsoft Excel
• Ability to manipulate and convert data using various tools and data formats
• MS Project experience desirable
• Experience with MS Access (designing reports/queries) an asset.

Education

• University degree in Commerce, Business Information Systems or equivalent business experience.

Summary:

Position Profile: Operations and Internal Controls

Reporting to the Manager, Operations and Internal Controls, the Senior Co-coordinator position is responsible for the regular production tasks. These operations include End-of-Day processes, daily manual processes, and back-up for the Manager, Operations and Internal Controls.

Solium has been successful in building trust and respect with our customers through dedicated relationship management supported by reliable back-office processes that consistently fulfill the Solium service promise. Our commitment to all of our customers is to deliver ‘distinctive’ service – service that can redefine the expectations of our customers. These core beliefs permeate our culture and enable us to continue to evolve our service delivery to a global industry-leading standard.

We require analytical, detail-oriented individuals who can help us implement this vision. You are customer service oriented, work well in a team environment, can work independently when required and be self-motivated to expand your knowledge in order to assist Solium in the development of our internal and partner-facing processes to improve our service level and reduce errors.

Responsibilities of this position:

• Executing regular (daily, weekly, monthly, quarterly and yearly) production tasks flawlessly
• Completing end of day reporting and ensuring appropriate settlement practices are followed
• Audit and reconciliation of data
• Identifying areas for automation with the goal of reducing dependence on manual processes
• Identifying areas of weakness and defining processes to address these
• Maintaining and enhancing relationships with execution partners
• Developing training guides/sessions and documentation for operational processes
• Handling complaints that are forwarded by the corporate administrators or by participants. Ensure all situations are closed off and communicate as appropriate

Key attributes for this position:

• Customer service and operational experience
• Strong written and oral communication skills
• Strong analytical, attention-to-detail, and problem solving skills
• Competent using Microsoft Office (Word, Excel)
• Competent using Microsoft Outlook
• Comfortable with Technology and technical concepts
• Comfortable using the Internet
• Bilingualism (both oral and written - French/English) is a definite asset, but it is not a requirement

Summary:

Interested candidates should send a brief cover letter and resume to: careers@solium.com.

Position Profile: Account Administration Assistant

The Account Administration Assistant, Customer Operations functions as an assistant to the Solium Account Administrator. The position requires extensive knowledge of Solium products in addition to strong communication skills. A willingness to develop excellent customer management skills and a commitment to customer satisfaction are required to support the account administration team.

Our commitment is to deliver distinctive service that redefines the expectations of our customers. We’ll look to you to embody that core belief, helping us evolve our service delivery internally and externally to a global industry-leading standard.

We’re looking for an analytical, detail-oriented individual to join our close-knit team. You are a people person, and although you work well in a team environment, you can also work independently when required. You’re motivated to assist Solium in the development and improvement of internal and external processes, helping us improve our service level, efficiency, and accuracy. You are comfortable with a high level of responsibility, managing corporate client accounts and transactions that can be worth millions of dollars.

Responsibilities of this position:

• Deliver optimum service to our customers by assisting our Account Administrators with their daily tasks in providing corporate client account administration.
• Tasks include:
  • Data update, data manipulation and data management
  • Processing contribution, withdrawal and termination files
  • Maintenance of employee groups including key Insiders
  • Tracking open issues and handling problem situations, escalating as appropriate
  • Resolution of errors reported by system monitoring tools
  • Production of financial and administration reports
  • On-line instrument of grant uploads
• Regularly interact with Account Administrators for assigned accounts on customer issues.
• Manage and implement security requests

Key attributes for this position:

• Customer service and operational experience
• Ability to work in a fast paced environment
• Ability to prioritize and multi –task
• Strong organizational skills
• Strong written and oral communication skills
• Strong analytical, attention-to-detail, and problem solving skills.
• Competent using Microsoft Office (Word, Excel).
• Competent using Microsoft Outlook
• Comfortable with technology in general and technical concepts
• Comfortable using the Internet
• Bilingualism (oral and written - French/English) is a definite asset, but is not a requirement

Summary:

Interested candidates should send a brief cover letter and resume to: careers@solium.com.

Position Profile: Inside Sales Representative Lead Generation

Working closely with the marketing and sales organizations, this position will be responsible to develop a funnel of sales opportunities in primarily the US marketplace.

This role is an entry level sales position perfect for individuals looking to develop a career in technology sales. You will be mentored by professionals with years of experience in inside and outside sales.

Responsibilities of this position:

• Create, develop and nurture prospects into qualified leads through outstanding cold-calling skills, sales ability, relationship building, and application of marketing tools to move prospective businesses through the initial stages of the sales process;
• Work with sales executives on joint strategies to target and win key opportunities in their territories;
• Create and manage a prospect database in the same manner as a sales funnel, ensuring that a quota of qualified leads are being met

Required Qualifications for this position:

• 1-3 years of B2B sales experience to US/Canadian companies in a tele-sales environment or in a dedicated prospecting sales role;
• Experience and aptitude to succinctly articulate the value proposition of enterprise solutions;
• Experience in lead generation and prospecting into larger organizations (i.e. Fortune 1000 companies);
• Proven ability to create and qualify opportunities involving multiple key decision makers;
• Experience selling to senior level executives;
• Proven ability to meet sales quotas;
• Experience managing prospects in a CRM software application;
• Outstanding time management and organization skills and ability to self-motivate;
• University or college degree preferred.

Other Assets to this position:

• Relevant industry (technology/financial services) experience;
• An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities;
• Excellent communication and presentation skills;
• A deep belief in team success, collaboration and a willingness to adapt to continuous change;
• An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals.

Summary:

Interested candidates should send a brief cover letter and resume to: careers@solium.com.

Position Profile: Sales Representative

Reporting to the Vice President, Sales, US, the Sales Representative will be responsible for driving attainment of the Company’s revenue goals within the US. The Sales Representative will be expected to execute on key sales strategies, and help support vital business alliances that will contribute to the Company’s long-term revenue growth. He or she will also work closely with Marketing to ensure the sales and marketing efforts are coordinated with aligned objectives. The ideal candidate will be a cornerstone of Solium’s efforts to create a world-class sales organization.

The primary areas of responsibility will be to define, in conjunction with the VP, Sales, revenue objectives for direct sales in your region and to deliver on those objectives. Solium’s goal is to dominate the US marketplace, and ultimately become the global leader in group incentives and savings plans administration services. We need ambitious people who know how to win, who are committed to the standard of excellence that is required to win, and who remain resolutely dedicated to a formative experience for Solium customers. The Sales Representative position must exemplify that standard in Solium’s sales efforts.

The Sales Representative will also be responsible for effective communications amongst team members within Solium to ensure consistent, high quality interaction with clients. The following represent some of the key attributes of the individual we’re looking for:

Required qualifications for this position:

• strong customer orientation
• a driver and a proven closer
• ambitious with a history of personal and team success
• uncompromising commitment to excellence
• minimum 3-5 years sales experience
• abundant integrity and equity in relationships - personal and professional
• relevant industry (technology and financial services) experience and success selling to executives
• a quick-study with strong knowledge of the Internet, e-commerce and equities
• strong business and leadership skills
• excellent communication and presentation skills
• strong team orientation – someone who will enable others
• preferably a university degree

Sales Philosophy

We have created sales opportunities through marketing, through client referrals, through personal networks and through cold-calling and all these avenues remain integral to our sales success. Solium’s awareness and respect in the market is very high, allowing us to emerge as the industry standard. There is increased activity in the market and we need to sustain our high close rate right across the country.

We manage all sales opportunities in a Customer Relationship Management service (Salesforce.com) and we review the entire pipeline every week and update the status. It is our intent to deliberately understate probabilities and we only estimate expected revenue for opportunities greater than 50% likelihood of closing. Sales Representative will help define and own the pipeline for the US marketplace and be responsible for driving the quota for your region.

Summary:

Interested candidates should send a brief cover letter and resume to: careers@solium.com.

Position Profile: Software Architect/Developer

Solium is currently looking to expand our development team with talented and passionate Software Developers. If you are interested in working with an ambitious team that is focused on building a global application, Solium may be an environment that you can thrive in. The Shareworks™ platform is developed using Java 2 Enterprise Edition, including EJB, JMS, Servlet and JSP technologies. You will be surrounded by a team that understands how to build and deliver world-class software products by challenging the traditional ways of doing things.

Our team of developers are organized in a flat structure where everyone is encouraged to contribute, help in the creation of our product and lead projects within the application. All developers are empowered to guide the direction of the application by making core decisions about how we create and deliver solutions to the marketplace. You will also be driven by agile methodologies, implemented by a team of individuals who love to write great software, solve complex problems while at the same time ensuring we obtain the greatest solution and efficiency.

Only passionate and exceptional software developers who are interested in working in an environment that enables them to apply their craft need apply.

The primary responsibilities of this role include:

• Work collaboratively with a team of software developers to build a world-class global software application
• Lead assigned projects

Required qualifications for this position:

• BSc or MSc. in Computer Science, Engineering or equivalent.
• Knowledge of financial markets
• Previous agile development experience
• Open Source experience
• Strong working and written knowledge of the English language
• A passion for working on large software projects and developing elegant solutions to interesting problem sets
• Ability to develop and maintain enterprise class software products with fast-paced deployment schedules
• Experience in developing commercial enterprise software

Required technical skills for this position:

• Experience working with enterprise HRIS system such as JD Edwards, SAP, or PeopleSoft
• Knowledge of WebLogic, Oracle and/or Linux (Unix)
• Experience and knowledge in enterprise Design Patterns, Dynamic web applications, J2EE
• Knowledge of relational databases, and SQL
• Competent using Microsoft Office (Word, Excel)
• Competent using Microsoft Outlook
• Comfortable using the Internet

Summary:

Interested candidates should send a brief cover letter and resume to: careers@solium.com.