Vestd

Revenue Operations

• Own value delivery from the full GTM tech stack (CRM, marketing automation, analytics).
• Ensure data integrity across CRM, billing, product usage and analytics.
• Ensure teams are trained to use the systems properly and consistently.
• Own the company-wide revenue plan, forecasting accuracy (ARR, MRR, pipeline health, churn/expansion), and performance management framework, ensuring BU-level plans are coherent, comparable, and executable.
• Own revenue target-setting frameworks, incentive design, and performance management to ensure alignment across Business Units and avoidance of conflicting behaviours.
• Work with BU Leads to optimise marketing spend across all ICPs and GTM plans to maximise delivery of all key strategic business metrics.
• Work with Analytics to build upon our single source of truth for all revenue reporting and dashboards.
• Partner with the CEO, Finance, and Technology leadership to align commercial direction with product vision and company strategy.
• Review and optimise processes for lead management, qualification, handover, onboarding and renewal. Work closely with each BU to ensure that their GTM is optimised to meet the key company goals of net retention, MRR growth and net-backs.
• Work to continuously simplify and standardise sales stages, definitions, pipeline hygiene, and operational workflows.
• Own and improve playbooks, SLAs, qualification frameworks, sales processes, onboarding flows and upgrade paths.
• Improve ICP clarity, and consequent tone and messaging for all conversion assets.
• Evolve Vestd’s brand to support our strategic objectives.
• Work closely with BU Sales to sharpen forecasting discipline and opportunity management.
• Work closely with Business Unit CS to improve retention, identify expansion opportunities, and reduce churn risk.
• Own and continuously improve pricing and packaging across our equity management products (EMI, CSOPs, cap table, valuations, investor reporting, share scheme comms. tools, etc.).
• Own monetisation strategy, discount governance, and commercial guardrails.
• Bring Business Units, Finance, Analytics and Product together around clear metrics, shared definitions and aligned goals.
• Integrate the existing Marketing, Sales and CS functions into a best in class revenue function.
• Reinforce an operational culture grounded in accountability, clarity and high performance.
• Act as the final arbiter on revenue priorities, standards, and trade-offs across BUs, balancing local optimisation with company-wide outcomes.

Chief Revenue Officer

Product Manager

• Define and articulate a compelling long-term product vision aligned with company goals.
• Translate a vision into a clear, customer-centric product strategy and roadmap.
• Identify new commercial opportunities across equity management (EMI/CSOP, valuations, cap tables, investor reporting, scenario modelling, data integrations).
• Ensure roadmaps are realistic, well-communicated, and tightly aligned with GTM teams.
• Own the full product lifecycle: discovery → validation → design → delivery → iteration.
• Lead and mentor a high-performing team of Product Managers.
• Deeply understand user needs across founders, CFOs, legal teams, HR, employees, investors and advisors.
• Collaborate with Revenue, Partnerships, Marketing and CS on positioning, launches and adoption.
• Use product analytics tools and dashboards to monitor adoption, retention, churn signals and feature utilisation.

Head of Product

• Define and articulate a compelling long-term product vision aligned with company goals.
• Translate a vision into a clear, customer-centric product strategy and roadmap.
• Identify new commercial opportunities across equity management (EMI/CSOP, valuations, cap tables, investor reporting, scenario modelling, data integrations).
• Understand emerging market trends in FinTech, equity operations, and compliance.
• Prioritise product initiatives based on customer value, business impact, and feasibility.
• Ensure roadmaps are realistic, well-communicated, and tightly aligned with GTM teams.
• Drive strong delivery discipline across the product teams.
• Own the full product lifecycle: discovery → validation → design → delivery → iteration.
• Lead and mentor a high-performing team of Product Managers.
• Introduce best practices in product process, frameworks, documentation and decision-making.
• Deeply understand user needs across founders, CFOs, legal teams, HR, employees, investors and advisors.
• Regularly run discovery interviews, usability sessions and validation workshops.
• Translate insights into actionable product opportunities.
• Align with Revenue, Partnerships, Marketing and CS on positioning, launches and adoption.
• Collaborate with RevOps and Data teams to measure product usage, behavioural signals, and feature impact.
• Lead product training for internal teams.
• Use product analytics tools and dashboards to monitor adoption, retention, churn signals and feature utilisation.
• Measure and improve key product metrics.
• Establish a product decision-making framework that balances speed with rigour.
• Develop a strong understanding of company equity structures, cap table logic, share schemes (EMI/CSOP), valuations, tax rules, and investor compliance.
• Work with subject-matter experts to translate complex topics into simple, intuitive product experiences.

Executive Assistant

• Serve as the subject matter expert on equity-related compliances under the Companies Act, 2013, FEMA, and relevant SEBI regulations
• Collaborate with product and engineering teams to design and validate compliant digital workflows for corporate actions (ESOPs, share issuance, buybacks)
• Develop, draft, and maintain a comprehensive library of legally vetted templates (ESOP schemes, grant letters, SPAs, board and shareholder resolutions)
• Review new product features from a secretarial and compliance perspective and translate legal requirements into product logic and features
• Act as a legal resource for other departments, developing training materials and guides to ensure consistent understanding of compliance requirements
• Apply deep secretarial knowledge to a technology product and contribute to legal accuracy and excellence of the platform

Chief Revenue Officer

Head of Product

Head of Product

Company Secretary