Customer Success Associate
Skills
Software As A ServiceAdoptionBusinessBusiness Process ImprovementContinuous ImprovementCustomer SuccessEnhanced Data Rates For GSM Evolution
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- At least 2 years of experience supporting customer onboarding implementation or lifecycle management in a SaaS business
- Experience supporting or managing complex multi-stakeholder B2B onboarding or setup processes
- Confidence communicating with senior stakeholders including founders CFOs and finance leaders
- Strong written and verbal communication skills with the ability to translate complex information into clear practical guidance
- High attention to detail particularly where accuracy and compliance matter
- Comfortable working independently in a fully remote environment
- Must be comfortable working in a fully remote environment
Nice to have
- Startup/scaleup experience
- Knowledge of shares and share schemes
- Remote-first team experience
- Regulated environment experience
Day to day
- Guide founders and leadership teams through share scheme setup and onboarding on the Vestd platform, ensuring a smooth and confident start
- Manage a portfolio of Scale customers with accurate, timely support, resolving queries and explaining complex equity and compliance topics clearly
- Build trusted long-term relationships, identify retention risks and expansion opportunities, and contribute to continuous improvement across processes and resources
Hiring process
- Apply online
- 20-minute screening call
- Short take-home task
- 45-minute skills-based interview with hiring manager and team member
- 45-minute team cultural interview
- 30-minute interview with the CEO