Customer Success Associate
New
V
VestdFintech Sharetech
This job is based within the UK. You must be primarily UK-basedFull-TimeMiddle
SalaryUp to 34,000 GBP per year
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Job Details
- Experience
- At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business
- Required Skills
- ComplianceStakeholder managementCustomer SuccessSaaS
Requirements
- At least 2 years of experience in SaaS customer onboarding, implementation, or lifecycle management.
- Experience with products requiring configuration or guided setup.
- Experience managing complex, multi-stakeholder B2B onboarding processes.
- Strong communication skills for interacting with founders, CFOs, and finance leaders.
- Ability to translate complex information into clear, practical guidance.
- High attention to detail, specifically for accuracy and compliance.
- Comfortable working independently in a fully remote environment.
- Startup or scaleup experience is a plus.
- Knowledge of shares and share schemes is a plus.
- Experience in a regulated or compliance-adjacent environment is a plus.
Responsibilities
- Manage a portfolio of Scale customers.
- Guide founders and leadership through share scheme setup and compliance.
- Support complex SaaS onboarding processes.
- Lead video calls with senior stakeholders and finance leaders.
- Build and maintain long-term customer relationships to support retention.
- Identify churn risks and expansion opportunities.
- Ensure accuracy of customer documentation and scheme data.
- Contribute to process improvement and efficiency initiatives.
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