Vestd

• Paid media strategy and optimisation: managing and improving Google Ads and LinkedIn Ads across multiple business units, owning campaign structure, targeting, bidding, creative testing and ongoing performance improvement. • Channel development and experimentation: identifying and testing new acquisition channels beyond Google and LinkedIn, designing structured experiments and making evidence-based recommendations on where Vestd should invest. • Cross-functional collaboration: working closely with Sales, Product, RevOps, Finance and the CRO team to improve targeting, conversion and attribution; briefing creative partners and supporting ABM activity. • Reporting and attribution: connecting paid media activity to commercial outcomes, maintaining clear account structures, and managing relationships with relevant partners, agencies and tools. • Learning and innovation: staying close to platform changes and industry trends, using AI and automation to improve efficiency, and sharing knowledge with the broader Marketing team.

• Identify, research and engage prospective customers: Founders and senior stakeholders at growing businesses, through calls, email, LinkedIn and video • Qualify leads and hand them over to Equity Consultants in a way that sets every conversation up to succeed • Re-engage lapsed and dormant leads with relevant, timely outreach • Support upgrade and expansion opportunities within the existing customer base • Keep HubSpot accurate and up to date, your data discipline makes the whole team sharper • Feed insights and market signals back to marketing and sales, so strategy stays grounded in real conversations

• BU marketing strategy and roadmap - From commercial brief to prioritised plan, accountable for what's in and what's out • Pipeline and demand generation - Acquisition plans, channel performance, lead quality loops with Sales • Lifecycle and retention - Customer communications, renewal and expansion programmes, working alongside Customer Success • Performance reporting - tracking pipeline contribution, conversion and retention impact against company-wide metrics • Team Leadership - Day-to-day direction, coaching and line management of two Marketing Coordinators

• 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.

• Define and lead Vestd’s product vision, strategy and long-term roadmap aligned to company goals and growth priorities. • Translate business objectives, customer needs and market opportunities into a clear and actionable product strategy. • Identify new product opportunities across equity management, share schemes, valuations, compliance and investor reporting. • Embed AI thinking into product strategy and identify meaningful opportunities to improve customer experience, internal efficiency and product capability. • Monitor market trends, customer behaviour and competitor activity to inform strategic decision-making. • Own and prioritise the product roadmap, balancing customer value, commercial impact and technical feasibility. • Ensure roadmap priorities are clearly communicated and aligned across Product, Engineering and commercial teams. • Drive product delivery with clear ownership, realistic planning and strong delivery discipline. • Own the end-to-end product lifecycle from discovery through to launch, iteration and optimisation. • Lead, coach and develop Product Managers and support the growth of the wider product function.

• The website growth roadmap - prioritised against pipeline and acquisition goals, not a backlog of requests. • Conversion optimisation across all key journeys: homepage, product pages, pricing, trial and demo flows. • Experimentation velocity - hypothesis-to-result cycles, with AI tooling compressing the time between idea and insight. • Page design and build from concept to launch, working in our CMS (Hubspot) with strong HTML, CSS and JS fundamentals. • Technical page architecture that supports both search and AI visibility - schema markup, information hierarchy, structured data. • Website performance: Core Web Vitals, technical health, load speed. • Data and insight: GA4, heatmaps, session data - turning signals into decisions. • CMS architecture and scalability - a site that's fast to update and consistent in quality.

• Lead data projects from scoping to delivery, ensuring clear direction, prioritisation, and timely execution • Work closely with business stakeholders to understand analytical needs and translate them into high-impact data products • Create robust Power BI reports, dashboards, and data models that deliver actionable insights across the business • Build, maintain, and optimise end-to-end data pipelines and systems that collect, combine, process, and deliver data • Own and drive best practice across data architecture, modelling, governance, and documentation • Act as the internal subject-matter expert for Power BI and data warehousing, providing guidance to the wider organisation • Proactively identify opportunities to improve data quality, data accessibility, and data-driven decision-making

Role: Web Growth Lead Team: Marketing Location: Remote/Hybrid working (UK-based). We are currently a remote-first organisation, but hybrid working may be an option in the future. Salary: Up to £45k-50k depending on experience, plus equity Hours: Full-Time 37.5 hours per week Please note All communication regarding your application should go through the official application channels or our company careers page. Contacting Vestd employees via email, personal social media, or other informal routes is not appropriate. We also have a zero-tolerance approach to any form of harassment or abuse directed at our team. Candidates who do not respect these boundaries may be disqualified from the recruitment process and, in serious cases, barred from applying in future.  About Vestd Vestd is a leading sharetech platform for equity management - shares schemes, fund raising, company secretarial and much more. Our regulated platform makes light work of all of the most popular and tax-efficient share scheme types, empowering businesses to attract and retain their talent. Our powerful software also helps investors, and founders seeking investment. Vestd was founded by Ifty Nasir, who lives and breathes our mission. Vestd’s big moonshot aim is to see one billion people worldwide invested in the companies they work hard to grow by 2030. We are all about inclusion and fairness for our customers and our team. Vestd is also a B Corp-certified company, which means we’re committed to balancing profit with purpose. We care about our people, our customers, and the wider world – and we hold ourselves to the highest social and environmental standards. If you’d like to learn more about Vestd, check out this short video from our founder, Ifty. Equality, diversity and inclusion (EDI) at Vestd  At Vestd, we prioritise equality, diversity, and inclusion, so we write about it here rather than at the end of the job advertisement. We’re committed to building a respectful, inclusive, and diverse team. Trust is one of our core values; with that comes a commitment to fairness and transparency. We want to be open about our EDI efforts. Research shows that while men are likely to apply when they meet 60% of a job’s requirements, women and individuals from underrepresented groups often apply only when they meet every criterion.  We understand the value of transferable skills and the unique perspectives that diversity brings. That’s why we encourage applications from candidates with unique strengths and experiences. If you need any adjustments or support with your application, please let us know in your application or throughout the process.

• Own and optimise CRM (HubSpot) architecture, including lifecycle stages, pipelines (New / Renewal / Expansion), and core field governance. • Review and build upon automation across the funnel (lead routing, scoring, workflows, lead identification & enrichment). • Integrate GTM tools (Sales engagement, CS tools, billing, analytics). • Ensure all systems are being leveraged to achieve maximum value. • Work closely with Analytics to inform the building of dashboards for Business Units and the Revenue team. • Ensure high data hygiene and standardised definitions across teams. • Create forecasting models and pipeline analytics for leadership. • Map and optimise end-to-end revenue processes for the entire lifecycle. • Implement SLAs, handovers, qualification frameworks. • Drive consistency across BUs and reduce operational friction. • Collaborate with the broader Revenue team and the Business Units to understand needs. • Provide insights, tooling, and workflows that improve performance. • Partner with Product/Engineering on integrations and data flows.

Role: Financial Controller Reports to: CFO Location: Remote/Hybrid working (UK-based). We are currently a remote-first organisation, but hybrid working may be an option in the future. Salary: Up to £70,000 depending on experience, plus equity and benefits Hours: Full-Time 37.5 hours per week Please note All communication regarding your application should go through the official application channels or our company careers page. Contacting Vestd employees via email, personal social media, or other informal routes is not appropriate. We also have a zero-tolerance approach to any form of harassment or abuse directed at our team. Candidates who do not respect these boundaries may be disqualified from the recruitment process and, in serious cases, barred from applying in future.  About Vestd Vestd is a leading sharetech platform for equity management - shares schemes, fund raising, company secretarial and much more. Our regulated platform makes light work of all of the most popular and tax-efficient share scheme types, empowering businesses to attract and retain their talent. Our powerful software also helps investors, and founders seeking investment. Vestd was founded by Ifty Nasir, who lives and breathes our mission. Vestd’s big moonshot aim is to see one billion people worldwide invested in the companies they work hard to grow by 2030. We are all about inclusion and fairness for our customers and our team. Vestd is also a B Corp-certified company, which means we’re committed to balancing profit with purpose. We care about our people, our customers, and the wider world – and we hold ourselves to the highest social and environmental standards. If you’d like to learn more about Vestd, check out this short video from our founder, Ifty. Equality, diversity and inclusion (EDI) at Vestd  At Vestd, we prioritise equality, diversity, and inclusion, so we write about it here rather than at the end of the job advertisement. We’re committed to building a respectful, inclusive, and diverse team. Trust is one of our core values; with that comes a commitment to fairness and transparency. We want to be open about our EDI efforts. Research shows that while men are likely to apply when they meet 60% of a job’s requirements, women and individuals from underrepresented groups often apply only when they meet every criterion.  We understand the value of transferable skills and the unique perspectives that diversity brings. That’s why we encourage applications from candidates with unique strengths and experiences. If you need any adjustments or support with your application, please let us know in your application or throughout the process.