Customer Success Associate
Vestd
Job Overview
Location
Remote
Salary
GBP 34,000 yearly
Employment Type
Full-time
Work Arrangement
Remote/Hybrid
Sector
Information Technology & Software
Experience Level
Junior (1-3 years)
Application Deadline
June 27, 2026
About the Company
Vestd is a pioneering sharetech platform dedicated to simplifying equity management for businesses. Our regulated platform empowers companies to effortlessly design, launch, and manage various share schemes, fundraisings, and company secretarial tasks. We aim to democratize ownership, with a bold vision to see one billion people worldwide invested in the companies they help grow by 2030.
As a B Corp-certified company, Vestd is committed to balancing profit with purpose, upholding high social and environmental standards. We foster a culture of inclusion and fairness for both our customers and our team. Our platform is designed to support investors and founders seeking investment, making complex equity management accessible and efficient.
Job Description
Vestd is seeking a dedicated Customer Success Associate to join our dynamic Scale team. This role is pivotal in supporting founders and leadership teams as they navigate the complexities of designing and managing share schemes.
You will be at the forefront of guiding clients through a sophisticated SaaS onboarding process, ensuring clear expectations, facilitating milestones, and removing any obstacles to their success. Your responsibilities will include leading client calls, building trust through precise communication, and nurturing long-term relationships to enhance retention and contribute to Vestd's growth.
This position offers a remote-first working environment, with potential for hybrid options in the future. We are looking for individuals who are passionate about our mission and adept at leveraging cutting-edge technologies and AI tools to drive innovation and efficiency.
To apply for this role, click the Apply button on this page and follow the instructions.
Required Skills
Key Responsibilities
- Customer onboarding and implementation: guiding founders and their teams through share scheme setup on the Vestd platform, from initial configuration through to confident, independent use
- Day-to-day customer success: managing a portfolio of Scale customers, resolving queries accurately and within agreed service levels, and delivering clear guidance on complex equity topics
- Retention and growth: building long-term customer relationships, identifying churn risks early, and spotting appropriate opportunities for upgrades, referrals and additional services
- Accuracy and compliance: ensuring customer documentation, scheme data and platform configurations are correct before launch and throughout the customer lifecycle
- Continuous improvement: contributing to better processes, self-serve resources and platform adoption, reducing the cost to serve without reducing the quality of support.
Qualifications
- At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business, ideally where the product requires configuration or guided setup
- Experience supporting or managing complex, multi-stakeholder B2B onboarding or setup processes
- Confidence communicating with senior stakeholders, including founders, CFOs and finance leaders, on topics that are detailed, commercially important or unfamiliar to the customer
- Strong written and verbal communication skills, with the ability to translate complex information into clear, practical guidance
- High attention to detail, particularly where accuracy and compliance matter
- Comfortable working independently in a fully remote environment
- Excellent written and verbal communication skills
- You must be comfortable with working in a fully remote environment
Benefits & Perks
- Remote-first working environment
- Flexible work arrangements
- Equity options (after qualifying period)
- Monthly recognition scheme
- Support with home working equipment
- Personal training and development budget
- Private medical insurance (after qualifying period)
- Team retreats twice yearly
- Strong team ethos and company socials
- 25 days annual leave plus additional days for service
- Employer contribution pension scheme (after qualifying period)
How to Apply
To apply for this role, click the Apply button on this page and follow the instructions.
Join Our Communities
The UK's dynamic fintech sector is experiencing significant growth, driven by innovation in SaaS and AI tools. As a Customer Success Associate on the Scale team, you will be instrumental in guiding founders and leadership teams through complex share scheme design and management. Your role will involve mastering SaaS onboarding processes, fostering strong client relationships, and ensuring seamless platform adoption. You will leverage cutting-edge technologies and AI to streamline operations, drive client retention, and directly impact Vestd's revenue growth and market expansion. This position demands a strategic approach to client management and a deep understanding of equity management principles.
Posted Date
June 13, 2026
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