Customer Success Associate

🔥 0 minutes ago

🇬🇧 United Kingdom – Remote

💵 £34k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

🇬🇧 UK Skilled Worker Visa Sponsor

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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 initial configuration to independent use • Manage a portfolio of Scale customers and provide day-to-day customer success support • Resolve customer queries accurately within agreed service levels • Explain complex equity topics and provide clear guidance to founders, CFOs, finance leaders and other senior stakeholders • Build long-term customer relationships and identify churn risks • Identify 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 • Help reduce cost to serve while maintaining support quality

🎯 Requirements

• SaaS background required; experience working in a software business and onboarding customers onto a configurable or guided-setup product • At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business • At least 2 years of experience supporting complex, multi-stakeholder B2B accounts preferred • Ability to understand and explain complex, technical or unfamiliar products • Confidence communicating with founders, CFOs and finance leaders • Strong written and verbal communication skills • Ability to translate complex information into clear, practical guidance • High attention to detail, especially where accuracy and compliance matter • Comfortable working independently in a fully remote environment • Must be primarily UK-based and eligible to work in the United Kingdom • Finance or legal background, startup/scale-up experience, knowledge of shares and share schemes, remote-first team experience, and regulated or compliance-adjacent experience are nice to have

🏖️ Benefits

• Remote-first working with attendance required twice yearly at in-person get-togethers • Flexible environment to support 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 • Team retreats twice a year, potentially including an overnight stay • 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

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