Vestd

Customer Success Associate

Vestd

full-time

Posted on:

Location Type: Remote

Location: United Kingdom

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Salary

💰 £34,000 per year

About the role

  • 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

Requirements

  • Experience working with customers in a B2B, SaaS or professional services environment, ideally supporting growing or founder-led businesses
  • Comfortable engaging with startup founders, senior leaders or first-time equity users, with the confidence to ask good questions and build trust
  • Minimum 3 years experience in a commercial environment
  • Strong written and verbal communication skills, with the ability to explain complex or unfamiliar concepts clearly and calmly
  • A customer-first mindset, combined with commercial awareness and an understanding of how customer outcomes link to retention and growth
  • Highly organised, able to prioritise effectively in a fast-moving environment
  • Customer relationship-building skills
  • Curiosity and willingness to develop expertise in equity, share schemes and startup finance over time
  • Work collaboratively with team members from different departments (sales, product, marketing)
  • Confident working remotely, managing your own workload and staying connected to a distributed team
Benefits
  • This job remote-first, although attendance is required twice yearly at our in-person get-togethers
  • A flexible environment to help you achieve the best work/life balance
  • Equity, of course! (After the qualifying period)
  • Monthly recognition scheme, where we celebrate our folk
  • Support with home working equipment*
  • A personal training and development budget to keep your career and professional growth on track
  • Private medical insurance (after the qualifying period)
  • Team retreats are held twice a year. They can include an overnight stay and focus on fun and team cohesion
  • Great team ethos, connect through regular team and company socials.
  • 25 days annual leave plus one extra day per year of service (up to five days)
  • Employer contribution pension scheme (after the qualifying period)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
customer relationship-buildingstrong written communicationstrong verbal communicationhighly organisedcommercial awarenesscuriositycollaborative workconfidenceability to explain complex conceptscustomer-first mindset