At a Glance
- Tasks: Support startups in navigating equity strategies and provide top-notch customer success.
- Company: Join Vestd, a leading sharetech platform with a focus on inclusion and fairness.
- Benefits: Enjoy a competitive salary, flexible remote work, and personal development budget.
- Other info: Be part of a vibrant culture that values team happiness and professional growth.
- Why this job: Make a real impact by helping businesses grow and thrive through effective equity management.
- Qualifications: 3+ years in a commercial environment with strong customer relationship skills.
The predicted salary is between 30000 - 34000 £ per year.
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
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’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. We care about our people, our customers, and the wider world – and we hold ourselves to the highest social and environmental standards.
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. 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. If you need any adjustments or support with your application, please let us know in your application or throughout the process.
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.
- Feeding customer insights back into Product, Growth and Marketing to help improve Vestd’s offering and customer experience.
Experience working with customers in a B2B, SaaS or professional services environment, ideally supporting growing or founder-led businesses.
Minimum 3 years experience in a commercial environment.
A customer-first mindset, combined with commercial awareness and an understanding of how customer outcomes link to retention and growth.
Customer relationship-building skills.
Curiosity and willingness to develop expertise in equity, share schemes and startup finance over time.
Confident working remotely, managing your own workload and staying connected to a distributed team.
These will help you stand out from the pack:
- Startup or scaleup experience, either supporting customers or working within one.
- Knowledge of shares and share schemes.
- Experience working with regulated, financial or compliance-led products.
Our culture is our backbone, and we take team happiness seriously. We’ll do everything we can to help you grow in your role. In return, you’ll want to learn all about our industry and do all you can to help us continue leading it.
Vestd is remote-first, so in return for your commitment, diligence, and productivity, you’ll have a lot of autonomy during your working day. Some roles demand office hours (to fit our customers’ schedules), but we are committed to offering flexibility where possible.
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.
- 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).
At Vestd we provide our folk with the hardware and software required to support them in their role. As a remote-first business, we expect anyone applying for a job to have a suitable, quiet working space. We aim to complete the selection process as efficiently as possible, and we are committed to making our candidate experience as inclusive as we can, so please get in touch with us if you require any information or support during the application process or need to ask for any adjustments.
Remote Customer Service/Success Advisor in Wakefield employer: Vestd
At Vestd, we pride ourselves on being a remote-first organisation that champions flexibility and work-life balance, making it an excellent employer for those seeking meaningful and rewarding employment. Our commitment to employee growth is evident through our personal training budgets, monthly recognition schemes, and a supportive team culture that celebrates diversity and inclusion. With a focus on innovation and collaboration, Vestd offers a unique opportunity to contribute to a mission-driven company while enjoying the autonomy and benefits of a modern workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Customer Service/Success Advisor in Wakefield
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Vestd. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Vestd before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Remote Customer Service/Success Advisor in Wakefield
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Vestd:Your cover letter is your chance to shine! Tell us why you want to work at Vestd specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Vestd!
How to prepare for a job interview at Vestd
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
