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Customer Success Associate at Vestd. Role: . Customer Success Associate . Team:. Growth . 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 £34,000 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.. The role. As Vestd continues to grow its customer base of startups and founder-led businesses, we are expanding our Growth Customer Success team. This role sits at the heart of Vestd’s customer-centric model and plays a key part in supporting high-growth companies as they design, launch and evolve their equity strategies.. You will work closely with founders, leadership teams and early HR hires, helping them navigate equity for the first time or as their business scales. This role is about combining excellent customer support with commercial awareness, empathy and a genuine interest in how startups grow. You’ll help customers get value from Vestd at critical moments in their journey, building trust, driving adoption and supporting long-term retention.. While this is not a sales role, you will be comfortable having value-led conversations, spotting opportunities to support customers as they grow, and working closely with colleagues to ensure a seamless experience.. The primary responsibilities of this role. Supporting startup and scaleup customers through onboarding, scheme setup and the early stages of their Vestd journey, ensuring they feel confident and supported from day one. Working directly with founders and leadership teams to understand their business context, growth plans and equity-related challenges, and tailoring support accordingly. Providing a high-quality, responsive customer success experience across tickets, calls and proactive outreach. Helping customers adopt Vestd’s platform effectively, encouraging self-serve where appropriate while knowing when hands-on support is needed. Building trusted relationships with customers, acting as a consistent point of contact during key growth moments such as fundraising, hiring bursts or scheme changes. Identifying risks to engagement or retention early and working collaboratively to address them. Spotting opportunities to add value through upgrades, referrals or expanded usage, and partnering with the Growth and Equity Consulting teams where needed. Developing a strong understanding of equity schemes, fundraising mechanics and the needs of early-stage businesses, and communicating complex concepts in a clear, human way. Feeding customer insights back into Product, Growth and Marketing to help improve Vestd’s offering and customer experience. Key deliverables for this role. Continual improvement to MRR. Tickets completed and time to serve SLA. Improvements in cost to serve. Reviews, testimonials. Customer retention. Referrals. Upgrades. Essential elements for this role. These are the skills and qualifications we consider essential for this role: . Experience working with customers in a B2B, SaaS or professional services environment, ideally supporting growing or founder-led businesses. Comfortable engaging with startup founders, senior leaders or first-time equity users, with the confidence to ask good questions and build trust. Minimum 3 years experience in a commercial environment. Strong written and verbal communication skills, with the ability to explain complex or unfamiliar concepts clearly and calmly. A customer-first mindset, combined with commercial awareness and an understanding of how customer outcomes link to retention and growth. Highly organised, able to prioritise effectively in a fast-moving environment. Customer relationship-building skills. Curiosity and willingness to develop expertise in equity, share schemes and startup finance over time. Work collaboratively with team members from different departments (sales, product, marketing). Confident working remotely, managing your own workload and staying connected to a distributed team. Nice to have. These will help you stand out from the pack:. Experience working within finance or a regulated environment. Startup or scaleup experience, either supporting customers or working within one. Knowledge of shares and share schemes. Exposure to founders, fundraising processes or early HR operations. Experience working with regulated, financial or compliance-led products. An interest in entrepreneurship, business growth or the startup ecosystem. Culture fit. What makes Vestd folk collaborative, adaptable, and eager to grow?. Thrives in a startup environment, ready to tackle diverse challenges with enthusiasm. Adaptable - open to taking on responsibilities beyond the defined role as needed. Passionate about contributing to a culture of innovation, collaboration, and continuous improvement. Embraces technology to improve processes and drive efficiency. While the above describes the core responsibilities, this role may from time to time involve tasks beyond this list — as needed to respond to evolving business needs.. Company Location: United Kingdom.