Position Summary:

This role will be responsible for hands-on, end-to-end administration of the Company’s equity plans (including but not limited to equity grants, option exercises, and withholding tax calculations). The ideal candidate will have a proven track record in stock plan administration and is exceptionally organized, resourceful and detail-oriented.

What you'll do:

This is a representative list of the general duties the position may be asked to perform and is not
intended to be all-inclusive.
 Provide a superior level of service as well as prioritizing and satisfying multiple questions and
requests from employees, management and others supporting employee understanding of stock
plan services, enrollment and transactions
 Assist efforts to continue to streamline the stock administration function, including improving and
introducing additional best practices with effective controls, automate routine work streams and
paperwork processes to better enable efficient, accurate and timely processing of stock
administration matters and reports where possible
 Continue to improve employee education materials and offerings to employees;
 Partner effectively and proactively with human resources, legal, tax, payroll and accounting to
anticipate, implement and/or address equity compensation initiatives/matters
 Maintain record keeping of the company’s equity data using stock administration software
 Manage relationships with outside vendors, monitor enhancements and changes to service levels
as needed
 Prepare monthly and annual reconciliation of all equity information and maintain SOX compliance
 Prepare quarterly and annual disclosures with respect to stock plans and stock-based
compensation expense
 Keep up to date with ASC 718 pronouncements and all relevant updates
 Prepare and manage annual proxy preparation, if necessary
 Establish and maintain relationship with the third party equity software and brokerage firms,
transfer agents
 Maintain and reconcile private company capitalization table
 Assist with Equity Reserve Burn Calculation for board approval quarterly
 Process all activity including grants, exercises and share issuances
 Process option exercises in compliance with current regulations.
 Perform monthly, quarterly and annual activity reconciliations
 Maintain supporting documents for audit and assist in data requests
 Facilitate walk-throughs with outside audit vendors to ensure audit readiness
 Perform other duties and ad hoc requests as needed

What we're looking for:

 5+ years of relevant experience in administration of global equity plans (CEP designation is
preferred)
 Bachelor’s degree or equivalent experience in a related field

 Strong working knowledge of equity plans and various equity types; experience working directly
with major third-party equity software systems and brokerage firms; experience with administering
10(b)5-1 plans and Forms 3, 4, and 5 filings
 Ability to function in a highly confidential environment
 Must have strong verbal, written and interpersonal communication and problem-solving skills;
ability to communicate effectively with high-level executives as well as front-line employees
 Must demonstrate attention to detail, analytical abilities and consistent follow-through, including
project management skills
 Proven ability to partner with cross-functional teams, including legal, HR, tax, payroll, accounting
and financial reporting
 Possesses energy, enthusiasm to drive results; action oriented

About Us

Procore Technologies is building the software that builds the world. We provide cloud-based construction management software that helps clients more efficiently build skyscrapers, hospitals, retail centers, airports, housing complexes and more. At Procore, we have worked hard to create and maintain a culture where you can own your work and are encouraged and given resources to try new ideas. Check us out on Glassdoor to see what others are saying about working at Procore. Our headquarters is located on the bluffs above the Pacific Ocean in Carpinteria, CA, with growing offices worldwide. To learn more about our team, click here.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Perks & Benefits

You are a person with dreams, goals, and ambitions—both personally and professionally. That's why we believe in providing benefits that not only match our Procore values (Openness, Optimism, and Ownership) but enhance the lives of our team members. Here are just a few of our benefit offerings: competitive health care plans, unlimited paid vacation, stock options, employee enrichment and development programs, and friends & family events.