Remote Customer Service/Success Advisor

Role: Customer Success Associate 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. 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. 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 (BreatheHR named us one of the ‘Top 3 Companies in the UK for Company Culture’), 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 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) ~ They can include an overnight stay and focus on fun and team cohesion ~ 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.  Apply online ~