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- Tasks: Join our Special Projects team to enhance customer success and engagement.
- Company: Vestd is the UK's leading sharetech platform, committed to fairness and social impact.
- Benefits: Enjoy remote work, equity options, flexible hours, and a supportive team culture.
- Why this job: Make a real impact in a fast-paced environment while growing your career in fintech.
- Qualifications: Passion for startups, strong communication skills, and a can-do attitude are essential.
- Other info: Fully remote role with opportunities for personal development and team retreats.
The predicted salary is between 20400 - 40800 £ per year.
Special Projects Customer Success Associate – UK
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. We are a B Corp-certified company focused on social and environmental impact. Our moonshot aim is to see one billion people share in the success they’ve built. We welcome learning more about Vestd through our founder’s video and our EDI commitments.
Equality, diversity and inclusion (EDI) at Vestd
We prioritise equality, diversity, and inclusion. We are committed to building a respectful, inclusive, and diverse team. We encourage applications from candidates with unique strengths and experiences. If you need adjustments or support, please let us know in your application or during the process.
The role
We seek a highly motivated generalist to join the Special Projects team. The role focuses on optimising acquisition and retention of customers in our Investor Products unit. You will work with high growth startups, syndicate leads, and angel investors, helping them set up SPVs and prepare for secondary share sales. This role suits someone early in their career or seeking to transition into fintech, SaaS, or customer success. You will own an area of the business and work with the Head of Special Projects, senior leadership, and the SPV and PISCES teams to build processes and offerings for companies and investors. A proactive mindset and willingness to learn are essential; Vestd provides full training and ongoing support in a remote-first environment.
Primary responsibilities
This role offers scope for development and impact. Core elements include:
- Responding to customer queries in a timely manner
- Representing customer interests to continually develop and enhance the product
- Building customer loyalty and reducing churn
- Proactively engaging customers and growing MRR via upgrades and referrals
- Developing specialist knowledge and owning topics like SPVs and PISCES
- Continuously iterating processes to improve the customer experience
Skills and knowledge
- Strong interpersonal skills and ability to influence others
- Continuous learning orientation
- Ability to balance priorities and meet personal and business targets in a dynamic environment
- Sound IT skills
Essential elements for this role
These are the essential skills and qualifications:
- Passion for working with startups and investors
- Obvious attention to detail
- Can-do attitude and eagerness to learn
- Ability to work collaboratively with team members from different departments
- Interest in making the platform more intuitive and self-serve
- Ability to handle analytic tasks using Excel and Google Sheets
- Excellent written and verbal communication skills
- Comfort with working in a fully remote environment
Competency summary
- Customer & stakeholder focus – Understand the customer journey and drive improvements to satisfy customers and achieve commercial goals
- Overcoming challenges – Positive, commercially minded attitude and willingness to take on new responsibilities
- Getting things done – Ability to manage workload autonomously and drive projects to completion
- Planning & organising – Time management and forward planning
- Individual contributor – Build expertise in areas, develop processes, and contribute to strategy
Nice to have
- Knowledge 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
- Thrive in a startup environment and tackle diverse challenges with enthusiasm
- Adaptable and willing to take on responsibilities beyond the defined role
- Contribute to a culture of innovation, collaboration, and continuous improvement
- Embrace technology to improve processes and drive efficiency
Benefits
What you can expect
Vestd’s culture is a foundation for growth. We aim to empower you and support your development. Vestd is 100% remote, with some in-person events; you’ll have autonomy and flexibility. We’ve received recognition from The Europas, The Fintech Awards London, The Hustle Awards, TechRound, and BusinessCloud’s Fintech50.
Why Vestd?
- Fully remote, with twice-yearly in-person get-togethers
- Flexible environment for work-life balance
- Equity after the qualifying period
- Monthly recognition scheme
- Support with home working equipment
- Personal training and development budget
- Private medical insurance with Aviva after the qualifying period
- Team retreats twice a year
- Great team ethos and regular socials
- 25 days of annual leave plus one extra day per year of service (up to five extra days)
- Employer contribution pension scheme after the qualifying period
Our application process
We are accepting rolling applications with no fixed end date. We respond to every applicant, but screening may depend on volume. A typical selection process would include:
- Apply online
- 20-minute screening call
- Task-based assignment
- 45-minute interview with the hiring manager and a team member
- 45-minute team cultural interview
- 45-minute interview with the CEO
We are excited to receive your application. If the role is filled, we will inform all applicants. This job is remote within the UK; you must be primarily UK-based and eligible to work in the country.
Job details: Seniority level – Entry level; Employment type – Full-time; Job function – Other; Industries – IT Services and IT Consulting
London, England, United Kingdom
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Special Projects Customer Success Associate - UK employer: Vestd
Contact Detail:
Vestd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Special Projects Customer Success Associate - UK
✨Tip Number 1
Familiarise yourself with the equity management landscape, especially around Special Purpose Vehicles (SPVs) and share schemes. Understanding these concepts will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the fintech and SaaS sectors. Engaging with individuals who work in similar roles can provide insights into the industry and may even lead to referrals, which can significantly boost your chances of landing the job.
✨Tip Number 3
Showcase your problem-solving skills by preparing examples of how you've tackled challenges in previous roles or projects. This will resonate well with the team at Vestd, as they value a proactive mindset and the ability to overcome obstacles.
✨Tip Number 4
Research Vestd's company culture and values, particularly their commitment to equality, diversity, and inclusion. Being able to articulate how your personal values align with theirs during the interview process can set you apart from other candidates.
We think you need these skills to ace Special Projects Customer Success Associate - UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of Special Projects Customer Success Associate. Focus on your interpersonal skills, analytical mindset, and any experience with startups or customer success.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for working with startups and investors. Mention specific examples of how you've demonstrated a can-do attitude and your ability to learn quickly in previous roles.
Showcase Relevant Skills: In your application, emphasise your strong written and verbal communication skills, as well as your proficiency with tools like Excel and Google Sheets. Highlight any experience you have with equity management or customer engagement.
Demonstrate Cultural Fit: Research Vestd's culture and values, particularly their commitment to equality, diversity, and inclusion. In your application, express how your personal values align with theirs and how you can contribute to a collaborative and innovative environment.
How to prepare for a job interview at Vestd
✨Research Vestd Thoroughly
Before your interview, take the time to understand Vestd's mission, values, and products. Familiarise yourself with their sharetech platform and how it benefits startups and investors. This knowledge will help you demonstrate your genuine interest in the company and its goals.
✨Showcase Your Problem-Solving Skills
Given the dynamic nature of the role, be prepared to discuss specific examples of how you've tackled challenges in previous positions or projects. Highlight your analytical mindset and ability to adapt to changing circumstances, as these traits are crucial for success in a fast-paced environment.
✨Emphasise Your Interpersonal Skills
As a Customer Success Associate, strong interpersonal skills are essential. Be ready to share experiences where you've built relationships, influenced others, or resolved conflicts. This will showcase your ability to connect with customers and work collaboratively with team members across different departments.
✨Prepare Questions About EDI and Company Culture
Vestd places a strong emphasis on equality, diversity, and inclusion. Prepare thoughtful questions about their EDI initiatives and company culture. This not only shows your alignment with their values but also demonstrates your commitment to contributing positively to the team environment.