Valuations and Customer Success Associate
Vestd, United Kingdom

Valuations and Customer Success Associate

Home-based

28-32k, plus equity.

About us

Vestd is the UK’s original share scheme platform for startups, scaleups and SMEs. Our mission is to encourage founders to use equity as a lever for business growth.

We are an innovative, fast growing fintech startup with big ambitions, and our team is on a mission to increase equity inclusion.

Requirements

The role

The Customer Success Team is obsessive about delivering first class customer service, this is what makes our company stand out and is at the heart of Vestd’s mission to make equity more accessible. Our client base is predominantly C-Suite executives and founders so our dedicated team are experts in nurturing and guiding customers through this highly complex process.

You will fit in here with your keenness to truly understand the product and how it can work for the customer, as well as being driven to help them succeed in using it to the fullest.

Vestd have a strong team ethos and really work hard to keep levels of collaboration high not only with your initial team but across the company too, you can expect lots of exciting exposure to seeing how a company grows.

This particular role will be focused within valuations, where using your mathematical skills alongside experience from an accounting or analytical background, you will be able to prepare numerical valuation analysis and written reports. Where your previous experience suits this role, you will be given training to develop these unique skills, so an appetite and aptitude for learning is essential.

Responsibilities

• Assisting the customer from start to end of valuation process;
• Prepare numerical valuation analysis and written reports, using Google Workspace and the Vestd app, for quality assurance by Team Lead;
• Communicate with customers via email and (video) calls whilst being personable, polite, approachable, and reflecting Vestd brand values at all times;
• Ownership of HubSpot tickets;
• Directly assist customers with questions relating to valuations and Vestd app, and reach out to other teams for questions outside remit;
• Become knowledgeable in valuations and share scheme space (with training);
• Be engaged with the valuations team and wider Vestd team to generate new ideas to improve the business; and
• Support customers with equity modelling on the Vestd app.

The core skills we are looking for are as follows, with bonus points on offer to help you really stand out from the pack:

Essential

• Excellent working knowledge and mathematically competent with MS excel (or similar);
• Competent with MS Word (or similar);
• Professional experience working with customers (preferably in a digital/SaaS environment);
• Track record supporting a customer journey and driving improvement to customer engagement;
• Communication internally and externally, though written text and video calling;
• Able to analyse complex issues and provide practical and creative solutions;
• Proactive approach to learning;
• Brilliant at prioritisation and managing own workload as we work entirely remotely; and
• Ability to understand and empathise with our customers.

Bonus points

• B2B SaaS experience;
• Experience of working in a remote team;
• An understanding of how equity works;
• A passion for startup life; and
• Entrepreneurial/Intrepreneurial mind-set.

Benefits

What you can expect

Vestd is a fast-growing, ambitious and progressive startup. We are a diverse team with a strong work ethic and plenty of hunger to win.

Customers love our innovative product and the support that they receive, which makes working here very rewarding.

You’ll learn a huge amount from people who have decades of combined experience building successful businesses.

Our team works remotely, so you will have a lot of flexibility in terms of where, when and how you work. What matters most is your contribution. We will give you as much support as you need along the way, though you should have a strong desire for autonomy, which is one of our company values.

Why work for Vestd?

Your work will make a huge impact and your voice will be heard. Here are the award-winning benefits 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 (subject to COVID restrictions), which includes an overnight stay and a big focus on fun and team cohesion.

Job Rewards and Benefits