Vestd

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Equity Consultant

Customer Success Manager

• Supporting startup and scaleup customers through onboarding, scheme setup and the early stages of their Vestd journey, ensuring they feel confident and supported from day one
• Working directly with founders and leadership teams to understand their business context, growth plans and equity-related challenges, and tailoring support accordingly
• Providing a high-quality, responsive customer success experience across tickets, calls and proactive outreach
• Helping customers adopt Vestd’s platform effectively, encouraging self-serve where appropriate while knowing when hands-on support is needed
• Building trusted relationships with customers, acting as a consistent point of contact during key growth moments such as fundraising, hiring bursts or scheme changes
• Identifying risks to engagement or retention early and working collaboratively to address them
• Spotting opportunities to add value through upgrades, referrals or expanded usage, and partnering with the Growth and Equity Consulting teams where needed
• Developing a strong understanding of equity schemes, fundraising mechanics and the needs of early-stage businesses, and communicating complex concepts in a clear, human way
• Feeding customer insights back into Product, Growth and Marketing to help improve Vestd’s offering and customer experience

Equity Consultant

Customer Success Associate