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Vestd

Vestd empowers teams through shared ownership, making it easy and affordable to motivate employees with shares and options, enhancing growth and loyalty.

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Jobs at this company:

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🔥 Enterprise Customer Success Specialist
Posted 2024-11-21

📍 United Kingdom

🧭 Full-Time

💸 30000 - 34000 GBP per year

🔍 Sharetech

  • At least two years of experience in account management, with a track record of driving retention and customer satisfaction.
  • Proven ability to manage and own complex Enterprise-level customer accounts.
  • A proactive approach to understanding customer needs and identifying opportunities for growth.
  • Ability to prioritize and balance demands in a dynamic, fast-paced environment.
  • Strong relationship-building skills and a customer-centric mindset.
  • Proficient IT skills.
  • Comfortable working in a fully remote environment.

  • Deliver best-in-class customer success to support, retain, and grow key Enterprise accounts.
  • Manage and own customer accounts by developing deep relationships and acting as the primary point of contact for their needs and goals.
  • Optimise Net MRR Growth by identifying and executing short, medium, and long-term strategies.
  • Proactively drive retention by anticipating customer needs, addressing potential concerns, and finding opportunities to deliver additional value.
  • Promote a customer-first culture within the team by actively seeking and sharing insights into what drives retention and satisfaction.
  • Collaborate with the Enterprise BU Lead to understand the needs of Enterprise customers and maximize opportunities to acquire, retain, and grow these relationships.
  • Drive continuous improvement in customer experience and team efficiency by identifying and implementing innovative ideas and processes.
  • Champion customer delight throughout the lifecycle by ensuring seamless, value-driven interactions at every stage.

Communication SkillsAnalytical SkillsCollaborationProblem SolvingAttention to detailOrganizational skillsTime ManagementWritten communicationMultitasking

Posted 2024-11-21
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🔥 Senior Valuations Specialist
Posted 2024-10-22

📍 India

🔍 Equity management

  • Valuation QA experience.
  • 5 years experience in 409A valuations (or similar).
  • Advanced working knowledge of valuation methodologies and skills for different purposes.
  • Strong understanding of financial modelling & analysis and valuation methodologies.
  • Deep understanding of valuation data sources, such as Capital IQ.
  • Strong interpersonal skills, and ability to influence others.
  • Continuous learning oriented.
  • Attention to detail.
  • Professional level of English communication skills, both written and verbal.
  • Able to balance priorities and meet personal and business targets.
  • Sound IT skills.
  • Comfortable and experienced in working remotely.

  • Take responsibility for, prepare, and review valuations according to various jurisdictional standards, including 409A (US), UK tax Valuations, and others.
  • Develop and maintain template workbooks and reports used in the valuation process to ensure consistency and accuracy.
  • Develop and maintain market data information sources for use in valuation reports.
  • Collaborate with clients to understand their unique valuation needs and provide guidance on valuation-related matters.
  • Maintain the current valuations process, with updates to the process, workbook, and data sources as required.
  • Deliver continuous improvement ideas for valuations and non-valuations products and process.

SQLData AnalysisQAData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelAttention to detail

Posted 2024-10-22
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🔥 Senior Valuations Specialist
Posted 2024-10-20

📍 India

🔍 Equity management

  • Valuation QA experience.
  • 5 years experience in 409A valuations (or similar).
  • Advanced working knowledge of valuation methodologies and skills for different purposes.
  • Strong understanding of financial modelling & analysis and valuation methodologies.
  • Deep understanding of valuation data sources, such as Capital IQ.
  • Strong interpersonal skills, and ability to influence others.
  • Continuous learning orientated.
  • Attention to detail.
  • Professional level of English communication skills, both written and verbal.
  • Able to balance priorities and meet personal and business targets within a fluctuating and demanding environment.
  • Sound IT skills.
  • Comfortable (and experience of) working wholly remotely.
  • Preference to work in a dynamic and ever changing environment.

  • Take responsibility for, prepare, and review valuations according to various jurisdictional standards, including 409A (US), UK tax Valuations, and others.
  • Develop and maintain template workbooks and reports used in the valuation process to ensure consistency and accuracy.
  • Develop and maintain market data information sources for use in valuation reports.
  • Collaborate with clients when required to understand their unique valuation needs and provide guidance on valuation-related matters.
  • Maintenance of the current valuations process, with updates to the process, workbook, and data sources as required.
  • Continued professional development to remain up to date with valuation topics.
  • Deliver continuous improvement ideas for valuations and non-valuations products and process that will improve both the customer experience and the efficiency of the teams.
  • Pro-actively demonstrate and support the culture and values of Vestd.

SQLData AnalysisQAData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelAttention to detail

Posted 2024-10-20
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🔥 Customer Success Associate
Posted 2024-10-15

📍 United Kingdom

🔍 Equity management

  • 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.
  • Passion for working with early stage start-ups.
  • Obsessive attention to detail.
  • Can-do attitude and desire to learn.
  • Work collaboratively with team members from different departments (sales, product, marketing).
  • Interest in making the platform more intuitive and self-serve.
  • Knowledge and/or experience of investment raising process (desired).
  • Entrepreneurial mindset (desired).
  • Interest in product development (desired).

  • Responding to customer queries in a timely manner.
  • 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.
  • Developing specialist knowledge and taking ownership over startup-specific topics (e.g., investment, co-founder splits, company structure, etc.).
  • Continuously iterating processes to improve the customer experience.

Communication SkillsAnalytical SkillsCollaboration

Posted 2024-10-15
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