Customer Success Associate

🔥 0 minutes ago

🇬🇧 United Kingdom – Remote

💵 £34k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

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Vestd

WebsiteLinkedInAll Job Openings

51 - 200 employees

💳 Fintech

🤝 B2B

☁️ SaaS

Fintech • B2B • SaaS

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

• Customer onboarding and implementation: guiding founders and their teams through share scheme setup on the Vestd platform, from initial configuration through to confident, independent use • Day-to-day customer success: managing a portfolio of Scale customers, resolving queries accurately and within agreed service levels, and delivering clear guidance on complex equity topics • Retention and growth: building long-term customer relationships, identifying churn risks early, and spotting appropriate opportunities for upgrades, referrals and additional services • Accuracy and compliance: ensuring customer documentation, scheme data and platform configurations are correct before launch and throughout the customer lifecycle • Continuous improvement: contributing to better processes, self-serve resources and platform adoption, reducing the cost to serve without reducing the quality of support.

🎯 Requirements

• At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business, ideally where the product requires configuration or guided setup • Experience supporting or managing complex, multi-stakeholder B2B onboarding or setup processes • Confidence communicating with senior stakeholders, including founders, CFOs and finance leaders, on topics that are detailed, commercially important or unfamiliar to the customer • Strong written and verbal communication skills, with the ability to translate complex information into clear, practical guidance • High attention to detail, particularly where accuracy and compliance matter • Comfortable working independently in a fully remote environment • Excellent written and verbal communication skills • You must be comfortable with working in a fully remote environment

🏖️ Benefits

• This job is 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)