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Special Projects Customer Success Associate - UK at Vestd. Role: . Special Projects Customer Success Associate . Team: Special Projects. Location: . Remote working (UK based) . Salary: . Up to £34k depending on experience, plus equity. Hours: . Full-Time 37.5 hours per week . About Vestd. Vestd. is creating a world in which everyone has a fair share, . The UK’s leading sharetech platform for equity management - shares schemes, fund raising, company secretarial and much more.. Our platform is the UK’s leading sharetech platform for equity management - shares schemes, fund raising, company secretarial and much more. At Vestd we believe in doing business the right way, that’s why we’re a proud . B Corp-certified.   company, meeting the highest standards of social and environmental impact.. Our biggest moonshot aim is to see one billion people share in the success that they’ve worked so hard to build.. 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. . We seek a highly motivated generalist to join the growing Special Projects team, taking on a dynamic and evolving role within our organisation. This role is designed to optimise our acquisition and retention of customers in our Investor Products unit. . You will be working with high growth startups, syndicate leads, and angel investors, helping them set up Special Purpose Vehicles (SPVs), and prepare for secondary share sales.. This position is ideal for someone who thrives in a fast-paced environment, enjoys working on diverse projects, and has a strong analytical and problem solving mindset. It is well aimed at someone early in their career, or looking to transition into fintech, SaaS, or CS.. It is an opportunity to take ownership of an area of the business that is developing quickly and put your mark on it. You will work closely with the Head of Special Projects, senior leadership, and both of the growing SPV and PISCES teams to build out processes and offerings that speak to both companies and investors.. A proactive mindset, combined with a willingness to learn, will help you thrive here. Vestd will provide you with full training, ongoing support, and the tools you need to succeed in a collaborative, remote-first environment.. The primary responsibilities of this role. This position offers plenty of scope for development into a diverse and dynamic role, depending on your interests and strengths. You’ll be trusted with important responsibilities early on, and you’ll have the opportunity to shape how we work as we grow.. We cannot provide an exhaustive list of duties; additional duties will arise, but the following will be core elements of this role:. Responding to customer queries in a timely manner. . Representing the interest of customers with a view to continually developing and enhancing the product. . Building customer loyalty and reducing churn. . Proactively keeping customers engaged and growing MRR via upgrades and referrals. . Developing specialist knowledge and taking ownership over specific topics like SPVs and PISCES. . Continuously iterating processes to improve the customer experience. . Skills and knowledge. . Demonstrable strong interpersonal skills, and ability to influence others. . Continuous learning orientated. . Able to balance priorities and meet personal and business targets within a fluctuating and demanding environment.. . Sound IT skills. . Essential elements for this role. These are the skills and qualifications we consider essential for this role: . . Passion for working with start-ups and investors. . Obsessive attention to detail. . Can-do attitude and desire to learn. . Work collaboratively with team members from different departments (sales, product, marketing). . Interest in making the platform more intuitive and self-serve. . An ability to handle analytic tasks using tools like Excel and Google Sheets . . . Excellent written and verbal communication skills. . You must be comfortable with working in a fully remote environment. . Competency summary. Customer & stakeholder focus - You will need to understand the existing customer journey and use this to help the team critically evaluate processes, prioritising customer satisfaction and commercial goals. Understanding each customer's requirements and building strong relationships by ensuring their success will be particularly important as we look to grow this area of the business.. . Overcoming challenges - A positive, can-do attitude and an engaged, commercially minded perspective will be required. Challenges such as increased responsibility and autonomy, the need to master new subject matter, contributing to new process implementation and the team's relentless drive for improvement should excite you!. . Getting things done - You'll need to be comfortable managing your workload autonomously, alongside working with the team to deliver on team goals. Show initiative in creating and owning projects and drive tasks through to completion.. . Planning & organising - An ability to manage time diligently, plan ahead and ensure projects are completed.. . Individual contributor - Your expertise and judgement will be critical to the team's success. We'll need you to build comprehensive knowledge in your areas, own development of those areas and actively look to improve processes. In team discussions, you'll need to be comfortable articulating the opportunities and challenges within your areas to help devise optimum strategies for success.. . Nice to have. These will help you stand out from the pack:. . Knowledge and/or experience of equity, SPVs, or equity raising processes. . Entrepreneurial mindset. . Interest in product development. . Startup/scaleup experience. . Knowledge of shares and share schemes. . Experience working in a remote team. . 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. . Company Location: United Kingdom.