Urgent Search: Senior Customer Success Associate

Role Senior CSAReports to Bharat SoinLocation Remote working India based Salary Up to INR 1 200 000 depending on experience plus generous ESOPsHours Full-Time 40 hours per weekAbout Vestdis the leading sharetech platform for share schemes and business admin Our 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 Our powerful software also helps investors and helps founders seeking investment Vestd was founded by Ifty Nasir who lives and breathes our mission Vestds big moonshot aim is to see one billion people worldwide invested in the companies they work hard to grow by 2030 We are all about inclusion and fairness for our customers and our team If youd like to learn more about Vestd check out short video from our founder Ifty Equality diversity and inclusion EDI at VestdAt Vestd we prioritise equality diversity and inclusion so we write about it here rather than at the end of the job advertisement Were committed to building a respectful inclusive and diverse team Trust is one of our core values with that comes a commitment to fairness and transparency We want to be open about our EDI efforts shows that while men are likely to apply when they meet 60 of a jobs requirements women and individuals from underrepresented groups often apply only when they meet every criterion We understand the value of transferable skills and the unique perspectives that diversity brings Thats why we encourage applications from candidates with unique strengths and experiences If you need any adjustments or support with your application please email recruitment vestd com RequirementsThe roleWe are looking for a customer-focused and proactive Senior Customer Success Associate to join our team and support our rapidly growing Indian operation help our customers get the most value from Vestds platform You will be our customers primary point of contact working to understand their needs drive engagement and ensure their success with our solutions This role requires a balance of strategic thinking and hands-on execution It also requires the ability to foster strong long-term relationships and drive added value for the customer subsequently reducing churn The primary responsibilities of this roleWe cannot provide an exhaustive list of duties additional duties will arise but the following will be core elements of this role Own the customer lifecycle from onboarding to ongoing support and account growth Serve as a trusted advisor providing guidance and best practices to maximise customer success Conduct regular check-ins to ensure customers achieve their goals and utilise the platform effectively Collaborate with internal teams to resolve issues and advocate for customer needs Monitor customer health metrics and take proactive steps to mitigate churn Identify upsell or cross-sell opportunities and partner with the sales team to execute them Essential elements for this roleThese are the skills and qualifications we consider essential for this role 5-8 years of experience in customer success account management or a related role preferably in SaaS or fintech Proven ability to manage a portfolio of accounts and deliver measurable outcomes Excellent communication relationship-building and problem-solving skills Empathy and a customer-first mindset Strong organisational skills and the ability to prioritise tasks in a remote setting Impeccable attention to detail and a high degree of accuracy An ability to communicate well in English both verbally and in writing You must be comfortable with working in a fully remote environment Bachelors degree or equivalent experience Strong technical background with proficiency in HubSpot Slack Google Workspace and others Nice to haveThese will help you stand out from the pack Startup scaleup experience A passion for helping businesses succeed and grow Knowledge of shares and share schemes Experience working in a remote team BenefitsWhat you can expectOur culture is our backbone BreatheHR named us one of the xe2x80x98Top 3 Companies in the UK for Company Culture and we take team happiness seriously Vestd strives to be as principled as possible Were all about Goal 8 of the United Nations This goal is about xe2x80x98Decent work and economic growth and we consider it both with our external activities and internal workings Well do everything we can to help you grow in your role In return youll want to learn all about our industry and do all you can to help us continue leading it Vestd is 100 remote so in return for your commitment diligence and productivity youll have a lot of autonomy during your working day Some roles demand office hours to fit our customers schedules but we are committed to offering flexibility where possible Happy employees make for happy customers as demonstrated in our Vestds excellence has also been recognised by The Europas The Fintech Awards London The Hustle Awards TechRound and BusinessClouds Fintech50 See more about our awards This could be the perfect opportunity if youre an autonomous self-driven individual passionate about contributing to a meaningful mission and value being part of a supportive close-knit team Why work at VestdVestd is a great place to work Dont just take our word for it - take a look at the suite of benefits that you can look forward to as one of our folk This job is fully remote although attendance is required twice yearly at our in-person get-togethers A flexible environment to help you achieve the best work life balance An Employee Stock Ownership Plan ESOP of course After the qualifying period Monthly recognition scheme where we celebrate our folk Support with home working equipment A personal training and development budget to keep your career and professional growth on track Private medical insurance after the qualifying period Team retreats are held twice a year They can include an overnight stay and focus on fun and team cohesion Great team ethos connect through regular team and company socials 25 days annual leave plus one extra day per year of service up to five days Were looking for somebody with initiative who can focus on the business and their personal growth path This is a great time to join our team and it would be a superb role for the right person Our application processOur recruitment pipeline has a few stages as we take the time to find someone who is the best fit for the role We aim to complete the selection process as efficiently as possible and we are committed to making our candidate experience as inclusive as we can so please contact us if you require any information or support during the application process or need to ask for any adjustments A typical selection process would be Apply online 20-minute screening call Task-based assignment 45-minute interview with the hiring manager and team member 45 minute team cultural interview 45-minute interview with the CEO We look forward to receiving your application This job is remote within India You must be primarily India-based and eligible to work in the country