Remote SaaS Customer Success Associate | Equity + Growth

Vestd Services Limited

Greater London

Remote

GBP 31,000 - 37,000

Full time

2 days ago
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Benefits offered by this job

Equity
Remote-first culture

Job summary

Vestd Services Limited is hiring a Customer Success Associate for the Scale team. The role focuses on onboarding, guiding founders through Vestd’s equity platform and managing ongoing customer success in a remote-first, UK-based environment.

You’ll work directly with founders and leadership to ensure smooth onboarding and sustained value. You will build strong relationships, adapt guidance to complex equity topics, and drive retention and growth while maintaining high standards of accuracy and

Qualifications

  • SaaS background and product onboarding experience are essential.
  • Ability to explain complex products to non-experts.
  • Experience communicating with founders, CFOs and finance leaders.
  • Strong written and verbal communication skills.
  • High attention to detail, especially for compliance matters.
  • Comfortable working independently in a fully remote environment.

Responsibilities

  • Onboard and implement customers through the Vestd platform.
  • Manage day-to-day success for a portfolio of Scale customers; resolve queries and provide guidance on equity topics.
  • Identify churn risks early and spot opportunities for upgrades or referrals.
  • Ensure accuracy and compliance of documentation and configurations before launch.
  • Contribute to better processes and self-serve resources to reduce cost to serve.

Skills

SaaS background
Onboarding experience
Explain complex products
Senior stakeholder communication
Written and verbal communication
Attention to detail
Remote work

Job description

Vestd Services Limited is hiring a Customer Success Associate for the Scale team. The role focuses on onboarding, guiding founders through Vestd’s equity platform and managing ongoing customer success in a remote-first, UK-based environment.

You’ll work directly with founders and leadership to ensure smooth onboarding and sustained value. You will build strong relationships, adapt guidance to complex equity topics, and drive retention and growth while maintaining high standards of accuracy and

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