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Customer Success Associate

🕒 August 13

🇬🇧 United Kingdom – Remote

💵 £30k - £34k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

🇬🇧 UK Skilled Worker Visa Sponsor

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Logo of Vestd

Vestd

51 - 200 employees

💼 Consulting

⚖️ Legal

📣 Marketing

Consulting • Legal • Marketing

Vestd is a platform offering share schemes and equity management solutions tailored for startups, scaleups, and established companies in the UK. It integrates directly with Companies House, providing real-time, accurate data management for company incorporations, funding rounds, and equity distribution. Vestd simplifies the management of employee share schemes, cap tables, and shareholder communications, contributing to a streamlined process for founders, investors, and accountants.

📋 Description

• Guide founders and their teams through share scheme setup on the Vestd platform, from configuration to independent use • Manage a portfolio of Scale customers • Deliver customer onboarding and implementation • Resolve customer queries accurately within agreed service levels • Provide clear guidance on complex equity topics • Build long-term customer relationships • Identify churn risks and opportunities for upgrades, referrals and additional services • Ensure customer documentation, scheme data and platform configurations are accurate and compliant • Contribute to improved processes, self-serve resources and platform adoption • Reduce cost to serve without reducing support quality • Support customers as they design, launch and manage share schemes • Guide customers through commercial and compliance considerations of growth

🎯 Requirements

• SaaS background required; experience working in a software business is a must-have • At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business • Experience with products requiring configuration or guided setup • At least 2 years of experience supporting onboarding, implementation or lifecycle management, ideally on complex, multi-stakeholder B2B accounts • Ability to understand and explain complex products and translate them into practical guidance • Confidence communicating with founders, CFOs and finance leaders • Strong written and verbal communication skills • High attention to detail, especially where accuracy and compliance matter • Comfortable working independently in a fully remote environment • Finance or legal background is nice to have • Startup/scale-up experience is nice to have • Knowledge of shares and share schemes is nice to have • Remote-first team experience is nice to have • Regulated or compliance-adjacent environment experience is nice to have • Primarily UK-based and eligible to work in the United Kingdom

🏖️ Benefits

• Remote-first work environment, with attendance required twice yearly at in-person get-togethers • Flexible environment for work/life balance • Equity after the qualifying period • Monthly recognition scheme • Support with home working equipment • Personal training and development budget • Private medical insurance after the qualifying period • Twice-yearly team retreats, potentially including overnight stays • 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 • Hardware and software required for the role provided • Flexible working where possible • Autonomy during the working day

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