Customer Success and Valuation Associate

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About Vestd

We are the UK’s first and only regulated employee share scheme & equity management platform for SMEs and we make it easy for business owners to distribute equity to their teams in a compliant and affordable way.

Our platform allows customers to access core features: digital equity management, the ability to issue shares & options instantly, a real time cap table, legal docs, the option scheme designer and shareholder dashboards. As it is comprehensively integrated with Companies House, this makes it the most advanced and only fully digital share scheme platform in the UK.

We are transforming the way our customers reward their teams by fairly recognising the value, effort and contribution each makes to the success of a business

We are a progressive start-up, with big ambitions and growing fast. We have hundreds of customers and are looking to fill a number of new roles.

About the Role

We’re a small team doing very big things! Your work will make a huge impact and your voice will be heard.

  • You will relish in providing the best customer experiences.
  • Helping customers setting up their share schemes and offering ongoing support with those schemes.
  • Generating customer valuation for agreement with HMRC.
  • Providing customers with support for all platform related activity.
  • Working closely with the Customer Success Manager and other internal stakeholders to identify opportunities for improving our processes to drive customer success.
  • Onboarding new customers.

About You

You’ll be excited about joining a fast growing, technology business. You’ll appreciate that being part of an early life business means being open and keen to work on everything from app support to identifying opportunities for improving services to spending large portions of time crunching numbers in spreadsheets to speaking to customers and gathering information.

You’ll be a details nerd and enjoy getting lost in spreadsheet data and often complex legal documents. You’ll learn a huge amount from people who have decades of combined experience building successful businesses.

About Your Skills and Experience

  • A self-starter who can flourish when working in a remote team
  • Minimum of 3 years of professional experience working with customers (preferably in a digital environment)
  • A proven track record with supporting a customer journey and driving improvement to customer engagement
  • Excellent working knowledge of excel
  • Previous experience of working in a fast paced SAAS environment, preferably in a customer support capacity.
  • Exposure to commercial company legal documents or other similar legal contracts
  • Obsessive levels of attention to detail
  • Keen and enthusiastic with a real desire to make a difference
  • Brilliant at prioritisation and managing own workload as we are a 95% remote business
  • Mathematically competent/ Accountancy experience would be of real value
  • with some experience with Excel
  • Exposure to commercial company legal documents or other similar legal contracts
  • Obsessive levels of attention to detail
  • Ability to understand and empathise with our customers
  • Excellent communication skills, both written and verbal
  • A passion for the mission we are on.
  • Proactive approach to learning.

Bonus skills and attributes

These are the tools we use frequently, so ideally you will already know your way around them:

  • Hubspot
  • Google Docs / Sheets
  • Slack
  • Trello
  • Google Analytics

An understanding shares and equity, how UK limited companies are generally structured and the types of share schemes SMEs typically use.

Experience of working in a fast paced remote based start-up with a numeracy based degree.

About the rewards

A few of the main reasons why people like working at Vestd:

  • Flexible environment: we’re a fully remote team. so you will have plenty of flexibility in terms of where, when and how you work. What matters most is your contribution
  • Competitive starting salary dependent on experience.
  • Equity (of course!) and the chance to share in the success of what we build together.
  • Plenty of trust, autonomy and freedom to do great work.
  • Vestd is a fast-growing, progressive start-up with big ambitions, so will enjoy wearing different hats on your journey with us.
  • We are a diverse team with a strong work ethic, where everybody passionately believes in the power of sharing ownership.
  • Customers love our innovative product and the support that they receive, which makes working here very rewarding.
  • We’ll teach you the Ins and Outs of shares and equity, you’ll get to understand the inner workings of some of the most interesting SMEs in the UK. You will become an expert in shares and equity.

This is a huge opportunity to grow with the Vestd business, we’re looking for somebody with initiative who can see both the business and their own growth path.

Please send your CV and cover note to

In your cover note, please include what attracted you to apply for this role with us, and how you meet the skills we are looking for.

If this sounds like music to your ears, we can’t wait to hear from you !

Vestd is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, disability, religion, sexual orientation or age.

You will need to be primarily UK based and eligible to work in the country.

Are you up for the challenge?

Send your CV and cover note to with the job title in the subject line.

Apply for this role