Vestd logo
Vestd

The original share scheme and equity management platform for UK startups, scaleups and SMEs. Can we help you?

Customer Success Associate

Location

United Kingdom

Posted

8 days ago

Salary

£34K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Customer Success Associate

Vestd

• 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.

Job 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)

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