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Stock Plan Administrator

Key Facts

Remote From: 
Canada, United States
Full time
Mid-level (2-5 years)
85 - 115K yearly
English

Other Skills

  • Microsoft Word
  • Microsoft Excel
  • Analytical Skills
  • Virtual Teams
  • Problem Reporting
  • Microsoft Outlook
  • Non-Verbal Communication
  • Time Management
  • Teamwork
  • Detail Oriented
  • Problem Solving

Roles & Responsibilities

  • 2-4 years of progressive experience in equity compensation administration, preferably at a US-based public company; familiarity with RSU, stock option, and ESPP programs; strong understanding of SEC filings, insider trading policies, and compliance; demonstrated experience supporting audits and SOX controls.
  • Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field.
  • Certified Equity Professional (CEP) designation is a plus but not required.
  • Proficiency with equity administration systems (e.g., Fidelity, Computershare) and Microsoft Office; Workday experience preferred.

Requirements:

  • Administer RSUs, stock options, ESPP activity, vesting, and employee lifecycle events.
  • Reconcile equity data across Workday, equity platforms, and transfer agents; prepare equity reporting for leadership and cross-functional partners.
  • Support SEC filings, insider trading compliance, and blackout windows; partner with Internal Audit on SOX controls and audits.
  • Educate employees on equity programs and respond to inquiries; collaborate with HR, Finance, Legal, Payroll, and Internal Audit.

Job description

Job Description:

If you are looking to continue to build your career in equity administration and are ready for a role with real ownership, visibility, and purpose—Phreesia may be your next move. 

 

We’re a mission-driven healthcare technology company helping people access the care they need. As we continue to grow as a public company, we’re looking for a Stock Plan Administrator to help ensure our equity programs are accurate, compliant, and trusted by employees across the organization. 

 

This role sits within HR and partners closely with Finance, Legal, Payroll, and Internal Audit. You’ll have hands-on ownership of equity operations, exposure to SEC and audit processes, and a seat at the table for how equity supports our total rewards strategy. 

 

Why this role stands out 

• Own end-to-end equity administration at a growing public company 

• High visibility and cross-functional partnership 

• Meaningful work tied to a healthcare mission 

• Remote-first, people-centered culture 

 

What you’ll do 

• Administer RSUs, stock options, ESPP activity, vesting, and employee lifecycle events 

• Reconcile equity data across Workday, equity platforms, and transfer agents 

• Prepare equity reporting for leadership and cross-functional partners 

• Support SEC filings, insider trading compliance, and blackout windows 

• Partner with Internal Audit on SOX controls and audits 

• Support employee education and inquiries around equity 

 

What you bring 

Education 

Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field required. 

Certifications 

Certified Equity Professional (CEP) designation a plus, but not required 

Experience, Knowledge & Skills 

  • 2-4 years of progressive experience in equity compensation administration, preferably at a US-based public company. 
  • Familiarity with RSU, stock option, and ESPP programs. 
  • Strong understanding of SEC filings, insider trading policies, and compliance requirements. 
  • Demonstrated experience supporting audits and SOX controls. 
  • Excellent analytical and reporting skills, with proficiency in Excel and financial modeling. 
  • Strong written and verbal communication skills, including the ability to explain equity topics to employees at all levels. 

 

Technology 

  • Experience with equity administration systems (Fidelity, Computershare, or similar platforms). 
  • Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint, Teams). 
  • Experience with Workday preferred. 

 

Other 

  • Detail-oriented, collaborative, and able to work independently in a fast-paced environment. 
  • Strong problem-solving skills and ability to manage multiple priorities. 

 

If you’re excited about building and administering equity programs employees understand and trust—and want to do that work at a company making a real impact in healthcare—we’d love to meet you. 

Total Cash Compensation for US is $95,000-$115,000 depending on qualifications. 

Total Cash Compensation for Canada is $85,000-$100,000, depending on qualifications. 

Phreesia is a fully remote company; however, candidates located in ET and CT regions are given priority in the hiring process.

Disclosure: This posting is to fill an existing vacancy.

Who We Are:

At Phreesia, we’re looking for smart and passionate people to help drive our mission of creating a better, more engaging healthcare experience. We’re committed to helping healthcare organizations succeed in an ever-evolving landscape by transforming the way healthcare is delivered. Our SaaS platform digitizes appointment check-in and offers tools to engage patients, improve efficiency, optimize staffing, and enhance clinical care.

Phreesia cares about our employees by providing a diverse and dynamic work environment. We’re a five-time winner of Modern Healthcare Magazine’s Best Places to Work in Healthcare award and we’ve been recognized on the Bloomberg Gender Equality Index. We are dedicated to continuously improving our employee experience by launching new programs and initiatives. If you thrive in a culture of recognition, value inclusivity, professional development, and growth opportunities, Phreesia could be a great fit!

Top-rated Employee Benefits:

  • 100% Remote work + home office expense reimbursements

  • Competitive compensation

  • Flexible PTO + 8 company holidays

  • Monthly reimbursement for cell phone + internet + wellness

  • 100% Paid 12-week parental leave to our U.S. employees, as well as a generous parental benefit to our employees in Canada

  • Variety of insurance coverage for people (and pets!)

  • Continuing education and professional certification reimbursement

  • Opportunity to join an Employee Resource Group. Learn more here: https://www.phreesia.com/workforce/

Disclosure: Phreesia uses certain automated tools, including artificial intelligence, to support the assessment of applicants for this position.

We strive to provide a diverse and inclusive environment and are an equal opportunity employer.

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