Customer Success Associate, Vestd Services Limited
Feb 2026
£28.9-34k
+ equity
More information about location
Share scheme & equity management platform for SMEs
Posted today
Share scheme & equity management platform for SMEs
101-200 employees
Posted today
£28.9-34k
+ equity
More information about location
101-200 employees
Company mission
To make business ownership fairer and more inclusive, via our equity management platform.
Role
Who you are
- 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
- We’re looking for somebody with initiative who can focus on the business and their personal growth path. This is a great time to join our team, and it would be a superb role for the right person
Desirable
- 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
What the job involves
- 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
- 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
Application process
- We are accepting rolling applications for this role with no fixed end date - if you are interested in joining the Vestd folk, please apply when you can. We will respond to every applicant, but we may only screen some candidates depending on the number of applications received
- Apply online
- 20-minute screening call
- 45-minute interview with the hiring manager and team member
- Task-based assignment
- 45-minute team cultural interview
- 30-minute interview with the CEO
Our take
Vestd is a sharetech platform that simplifies how companies set up, manage and benefit from equity. It helps organisations of all sizes — from growing startups and SMEs to larger and enterprise businesses — design, implement and administer share schemes with ease.
Through its regulated platform, Vestd reduces the complexity traditionally associated with equity management. Businesses can issue shares digitally, manage ownership records, and stay compliant with Companies House requirements in one place. Vestd also supports company secretarial activity, fundraising progresses, and ongoing equity administration, helping organisations manage ownership throughout their growth journey.
Alongside its technology, Vestd provides expert guidance to help businesses design tax-efficient share schemes and adopt ownership models that support long-term engagement and performance. By making equity simpler, more transparent and more accessible, Vestd helps companies share success more widely and align the interests of founders, investors and teams.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (1 round)
Oct 2016
$0.1m
Total funding: $0.1m
Company 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)
- 25 days annual leave plus one extra day per year of service (up to five days)
- Employer contribution pension scheme (after the qualifying period)
Company values
- Trust
- Collaboration
- Autonomy
- Purpose
- Recognition
- Diligence
Company HQ
Westminster, London, UK
Articles
Leadership
Ifty Nasir
(Founder & CEO)Co-founder of start-up investment firm and accelerator Inaverve and former CEO of Essar Energy and Vice President of Group Business Development at BP.
People progressing
Jack joined Vestd in 2020 and quickly progressed from Valuations CSA to leading a team. Now Scale Team Lead, he supports SME customers as they grow and succeed on their equity journey.
Deepti joined Vestd in Customer Success and has recently moved into Product Management within the technology team, helping shape the tools our customers use every day.
Diversity, Equity & Inclusion at Vestd Services Limited
- Vestd is committed to building a diverse and inclusive workplace where everyone feels supported, valued, and able to thrive. We welcome people who are passionate about working in an inclusive environment and helping create a culture of belonging for all colleagues. Research shows that while men often apply for roles when they meet around 60% of the criteria, women and individuals from underrepresented groups tend to apply only when they meet every requirement. Vestd recognises the value of transferable skills and the fresh perspectives that different experiences bring. If you’re excited about the role but don’t meet 100% of the criteria, you are encouraged to apply.
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