Customer Success Associate - UK

1 month, 1 week ago
Full-time
Junior
Customer and Technical Support
Vestd

Vestd

Vestd is the UK's premier equity management platform, offering seamless share issuance, shareholder management, and cap table viewing with Companies House integration. Simplifying equity distribution for startups, scaleups, and SMEs.

Capital Markets
51-250
Founded 2014

Description

  • Guide customers through share-scheme setup, configuration, implementation, and adoption of the Vestd platform.
  • Manage a portfolio of Scale customers and resolve queries accurately within agreed service levels.
  • Explain complex equity, platform, commercial, and compliance topics in clear, actionable language.
  • Build long-term customer relationships and communicate confidently with founders, CFOs, and finance leaders.
  • Identify churn risks and appropriate opportunities for upgrades, referrals, and additional services.
  • Verify customer documentation, scheme data, and platform configurations for accuracy and compliance.
  • Improve processes, self-service resources, and platform adoption while reducing cost to serve.
  • Use technology and AI tools to streamline processes and support innovation.

Requirements

  • At least 2 years of experience in customer onboarding, implementation, or lifecycle management within a SaaS business.
  • Experience onboarding customers to software requiring configuration or guided setup.
  • Experience supporting complex, multi-stakeholder B2B accounts.
  • Ability to understand detailed or technical products and explain them clearly to non-experts.
  • Confidence communicating with founders, CFOs, and other senior stakeholders.
  • Strong written and verbal communication skills.
  • High attention to detail, particularly regarding accuracy and compliance.
  • Ability to work independently in a fully remote environment.
  • Finance or legal experience, such as professional services, company secretarial, or tax (preferred).
  • Startup or scale-up experience, knowledge of shares or share schemes, and experience in regulated or remote-first environments (preferred).

Benefits

  • Salary up to £34,000 depending on experience, plus equity after the qualifying period.
  • Remote-first UK-based work with flexible working arrangements and twice-yearly in-person gatherings.
  • Private medical insurance and employer pension contributions after the qualifying period.
  • 25 days’ annual leave plus one additional day per year of service, up to five additional days.
  • Personal training and development budget.
  • Home-working hardware and software support.
  • Twice-yearly team retreats, regular socials, and a monthly recognition scheme.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Remote Client Success Representative

Remote team role helping families understand and establish protection options through a structured, purpose-driven process.

5 hours, 59 minutes ago

Remote Client Success Representative

A remote client-facing role focused on meeting with warm-lead families, explaining offerings, following up, and building a book of business through a structured system.

5 hours, 59 minutes ago

Client Success Associate - Work From Home

Remote sales role helping families through web-conference meetings, following up with warm leads, and building a client book using a structured system.

6 hours, 14 minutes ago

Destination Wedding & Honeymoon Travel Consultant | Fully Remote

Aisle and Abroad Travel & Tourism

An entry-level Destination Wedding & Honeymoon Travel Consultant helps clients plan and coordinate destination weddings, honeymoons, and romantic travel from initial research through completion.

6 hours, 29 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers