Customer Success Associate

at  Vestd

JOB SUMMARY

We have decided to align the organisation on a more customer centric basis. To that end, this role is designed to optimise our acquisition and retention of customers in our core SME space. You’ll be working with SMEs, helping founders put in place share schemes for their teams, and helping to solve all their various equity related challenges.
This is an opportunity to work with customers in our core SME area of the business and drive proactive ownership of the customer, establish long term relationships and drive added value for the customer, subsequently reducing churn.

SKILLS & KNOWLEDGE:

• Demonstrable strong interpersonal skills, and ability to influence others
• Continuous learning orientated
• Able to balance priorities and meet personal and business targets within a fluctuating and demanding environment.
• Sound IT skills

BONUS POINTS

• Knowledge and/or experience of investment raising process
• Entrepreneurial mindset
• Interest in product development
  This job description is not meant to be exhaustive. It describes the main duties and responsibilities of the role. It may be subject to change in the light of developing organisational and service needs, and any changes will be discussed with the role holder.

WHAT YOU CAN EXPECT

As the UK’s first and most advanced equity management platform, Vestd is an innovative company, always looking for ways to break new ground.
Our culture is our backbone (we were named in the ‘Top 3 Companies in the Country for Company Culture’ by BreatheHR) and we take team happiness seriously.
Vestd strives to be as principled as possible. We’re all about Goal 8 of the United Nations ‘Sustainable Development Goals’. This goal is about ‘Decent Work and Economic Growth’ and we consider that both in relation to our external activities and in relation to our internal workings.
We expect every team member to consider how they can be part of our push to see a world in which 1bn people are enrolled on a share scheme.
We’ll do everything we can to help you grow in your role and in return, you’ll want to learn all about our industry, so that you can help us to continue leading it.
Vestd is 100% remote so you’ll have a lot of freedom around your working day. Some roles do demand office hours (to fit with our customers’ schedules) but we are committed to being flexible where possible.
Happy employees make for happy customers and that’s demonstrated in our five star reviews. Vestd’s excellence has also been recognised by The Europas, The Fintech Awards London, The Hustle Awards, TechRound, and BusinessCloud’s Fintech50.
So if you’re an autonomous and self-driven individual who likes the idea of being part of a mission and you like the idea of joining a close-knit team, we’ll be a great fit.

WHY WORK FOR VESTD?

Vestd’s a great place to work. Don’t just take our word for it - take a look at our award-winning suite of benefits that you can look forward to as one of our folk:

• 100% remote, no commuting!
• A flexible working environment to help you achieve the best work/life balance.
• Equity of course!
• Team retreats twice a year, which includes an overnight stay and a big focus on fun and team cohesion.
• A personal training and personal development budget to keep your career and professional growth on track.
• Great team ethos, connect through regular team and company socials.
• Support with home working equipment
• Monthly recognition scheme, where we celebrate our folk.

We’re looking for somebody with initiative who can see both the business and their own growth path. It is a great time to join our team and this is a superb role for the right person.

• Supporting the customer to set up initial scheme and then providing ongoing support throughout the customer life cycle
• Providing best in class customer success.
• Representing the interests of customers with a view to continually developing and enhancing the product.
• Building customer loyalty and reducing churn.
• Proactively keeping customers engaged and growing MRR via upgrades and referrals.
• Responding to customer queries in a timely manner.
• Developing specialist knowledge within segment and taking ownership over specific areas
• Continuously iterating processes to improve the customer experience.