Special Projects Customer Success Associate - UK

@ Vestd

About Vestd

Vestd is the UK’s leading sharetech platform for equity management, offering equity schemes, fundraising, company secretarial services and more. As a B Corp-certified company, Vestd is committed to high standards of social and environmental impact.

Vestd aims to ensure that one billion people share in the success they've helped build.

Role Overview

The Special Projects Customer Success Associate will join the Special Projects team to drive customer acquisition and retention for the Investor Products unit. You will work with high growth startups, syndicate leads, and angel investors to set up SPVs and prepare for secondary share sales.

Responsibilities

• Respond to customer queries in a timely manner.
• Represent customer interests to enhance the product.
• Build customer loyalty and reduce churn.
• Engage customers to grow MRR via upgrades and referrals.
• Develop specialist knowledge and own topics such as SPVs and PISCES.
• Continuously iterate processes to improve the customer experience.

Skills & Qualifications

Essential skills include strong interpersonal abilities, a can-do attitude, obsessive attention to detail, proficiency with Excel and Google Sheets, and excellent communication skills. This role requires the ability to balance priorities within a fast-paced, fluctuating environment.

What Vestd Offers

• Fully remote work (UK residents only) with biannual in-person retreats.
• Equity participation after the qualifying period.
• A flexible work environment with a supportive culture.
• Generous benefits including private medical insurance, training budget, and annual leave.

Application Process

Vestd accepts rolling applications. The selection process includes an online application, screening call, interviews with the hiring manager and team, a task-based assignment, and a cultural interview, concluding with an interview with the CEO.

Key skills/competency

Special Projects Customer Success Associate, customer success, equity management, SPVs, analytics, communication, remote work, stakeholder management, problem solving, cross-functional collaboration