Vestd

www.vestd.com

2 Jobs

90 Employees

About the Company

Vestd is the leading sharetech platform for share schemes and business admin.

The FCA-regulated platform makes light work of all of the most popular and tax-efficient share scheme types, empowering businesses to attract and retain their talent.

Staff, advisors and consultants can log in to view their shares and model what their cut might look like if the company rises in value. An unrivalled motivator.

Vestd makes share schemes a walk in the park. No wonder 95% say that Vestd has helped improve employee loyalty and 93% agree that it's helped with employee attraction!

And for investors, or those looking to secure investment...

Vestd gets cap tables sparkling clean, makes cofounder prenups a walk in the park, makes shareholder comms and security as easy as pie and helps to make businesses irresistible to investors.

Our mission

Our big moonshot aim is to see one billion people worldwide invested in the companies that they work hard to grow. We are all about inclusion and fairness.

Listed Jobs

Company Name: Vestd
Job Title: Sales Development Representative - UK
Job Description: Job Title: Sales Development Representative – UK Role Summary Drive early-stage customer engagement for a B2B SaaS equity‑management platform. Act as the first meaningful touchpoint for founders and senior stakeholders, using modern sales technology and AI tools to qualify prospects, build relationships, and funnel high‑quality leads to the Equity Consulting team. Expactations - Passion for the company mission and ability to articulate value to founders. - Proficiency in sales tech (CRM, email automation, AI‑driven outreach). - Strong multi‑channel communication (calls, email, LinkedIn, video). - Self‑motivated, results‑oriented, and comfortable meeting quarterly quotas. - Excellent research, organization, and data‑entry skills. Key Responsibilities - Prospect and proactively engage decision‑makers to create new sales opportunities. - Qualify leads against Vestd fit criteria and hand them off to Equity Consultants. - Craft personalized outreach via calls, email, LinkedIn, and video to drive engagement. - Research target organisations to understand growth stage, structure, and equity needs. - Build initial trust with founders and senior stakeholders as a trusted point of contact. - Represent the company at industry and networking events to generate leads. - Collaborate with marketing and partnerships to share market insights and feedback. - Maintain accurate, up‑to‑date records of outreach, engagement, and lead status in HubSpot and other sales tools. Required Skills - Prior SDR/BDR experience in B2B SaaS, fintech, or fast‑growing business. - Excellent written and verbal communication across multiple channels. - Proficient with modern sales tech (CRM, email automation, AI tools). - Strong prospecting, qualification, and relationship‑building capabilities. - Ability to research and analyse target organisations. - Detail‑oriented data entry and pipeline management. - Time‑management, resilience, and a collaborative mindset. Required Education & Certifications - Bachelor’s degree in Business, Marketing, or related field (or equivalent work experience). - HubSpot Sales Software Certification or similar sales certifications are an advantage but not mandatory.

United kingdom

Remote

08-01-2026

Company Name: Vestd
Job Title: Customer Success Associate - UK
Job Description: Job title: Customer Success Associate – UK Role Summary Provide end‑to‑end support for founders, HR teams and other stakeholders as they design, launch and manage share schemes on a regulated equity platform. Own the customer lifecycle, nurture long‑term relationships, and drive product adoption, retention and revenue growth. Expectations * Achieve high customer satisfaction scores and timely resolution of tickets. * Increase MRR through upsells, cross‑sell opportunities, and referrals. * Reduce churn and time‑to‑serve SLA metrics while improving cost‑to‑serve. Key Responsibilities * Onboard customers and configure initial share schemes. * Deliver best‑in‑class customer success across the entire lifecycle. * Track and analyze core success metrics, feeding insights into product and strategy teams. * Proactively engage customers to identify expansion and retention opportunities. * Respond to support queries quickly and guide users through platform features. * Develop deep product knowledge of specific customer segments and own those areas end‑to‑end. * Continuously iterate processes to enhance the overall customer experience. Required Skills * Minimum 3 years in a commercial environment. * Minimum 1 year of direct customer‑relationship experience. * Strong communication, problem‑solving, and relationship‑building abilities. * Comfortable using modern technology, AI tools and CRM platforms. * Ability to work independently and take ownership of projects. Required Education & Certifications * Bachelor’s degree in Business, Finance, Economics, or a related field (preferred). * Relevant certifications in customer success, account management or related disciplines are a plus.