About the role:
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Samsara is seeking a highly motivated and experienced Equity Manager to join a fast-paced team within the Finance department. This position will be responsible for processing equity awards and ESPP, supporting employee communications, maintaining accurate records, managing relationships with external vendors and internal partners, and assisting with maintaining records for the preparation and filing of required disclosures, including Section 16 filings with the SEC. The ideal candidate will help drive process improvements and streamline operations and will regularly collaborate with the People Team, Payroll, Accounting, Legal, and other departments.
This role can be office-based or fully remote in the US.
You should apply if:
- You want to impact the industries that run our world: Your efforts will result in real-world impact—helping to keep the lights on, get food into grocery stores, reduce emissions, and most importantly, ensure workers return home safely.
- You are the architect of your own career: If you put in the work, this role won’t be your last at Samsara. We set up our employees for success and have built a culture that encourages rapid career development, and countless opportunities to experiment and master your craft in a hyper-growth environment.
- You’re energized by our opportunity: The vision we have to digitize large sectors of the global economy requires your full focus and best efforts to bring forth creative, ambitious ideas for our customers.
- You want to be with the best: At Samsara, we win together, celebrate together and support each other. You will be surrounded by a high-caliber team that will encourage you to do your best.
In this role, you will:
- Administer the daily processes for the company’s global equity plans including for ISOs, NSOs, RSUs, and ESPP
- Manage and process grants within the equity administration system
- Maintain equity database integrity and ensure the accuracy of employees’ data
- Respond to employee inquiries regarding equity programs and education while providing excellent service to all plan participants
- Collaborate with payroll, legal, accounting, compensation, and people teams on equity-related items as needed
- Prepare reports for internal partners and respond to ad hoc data requests
- Support employee understanding of equity awards programs and policies through the preparation of training materials, employee communications, and providing training to employees
- Work with our plan administration platform (Schwab) and internal partners to manage insider trading restrictions, including communications regarding the list of employees affected by trading blackout periods and pre-clearance requirements
- Manage compliance with US and international tax laws regarding equity incentive plans, including ESPP, working with outside vendors as needed
- Reconcile equity activity, including shares outstanding and share reserves, among company records, the transfer agent, and equity administration system
- Participate in the preparation of the annual proxy filing, including providing and reviewing equity data included in the document
- Assist with responses to audit and internal audit requests
- Ensure proper compliance with SOX and internal control
- Develop and optimize policies and procedures as needed
- 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
Minimum requirements for the role:
- 5+ years of relevant equity administration experience
- Strong proficiency in Excel
- Strong critical thinking and analytical skills
- Excellent written and oral communication skills
- Experience with different equity award forms across multiple international jurisdictions (e.g. RSU, stock options, and ESPP)
An ideal candidate also has:
- Certified Equity Professional (CEP) certification preferred
- Comfort in a fast-paced and collaborative environment and able to adjust to changing priorities
- Solid understanding of US federal and state taxation, and a general knowledge of global taxation of equity transactions
- Ability to demonstrate a high degree of accuracy and attention to detail and excellent organizational skills
- Excellent project management skills with the ability to prioritize and complete projects timely and accurately
- Ability to maintain strict confidentiality in a very open and transparent environment