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Customer Success Data Administrator



Posted over 30 days ago...

Join Vestd, the UK's pioneering equity management platform, and propel your career with a role that promises growth and innovation


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100% Remote- UK

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Expires at anytime

Organisation summary: Vestd is at the forefront of equity management for startups, scaleups, and SMEs in the UK. Our platform empowers founders to use equity for business growth, and we are passionate about increasing equity inclusion. With a culture celebrated for its excellence and a commitment to the UN's Goal 8 for sustainable economic growth, Vestd offers a remote, flexible work environment filled with opportunities for personal and professional development.

  • Role Summary:
    • Ensure accurate and up-to-date data management.
    • Collaborate with teams to support customer activities.
    • Learn and apply knowledge of equity and share schemes.
    • Enhance processes and contribute to business projects.
  • Role Requirements:
    • Experience in Data Administration or Analysis.
    • Advanced Excel and Google Sheets skills.
    • Autonomy in complex rule-based systems.
    • Excellent communication and data trend analysis.
    • Remote work experience (1+ years preferred).
    • Positive and growth-oriented mindset.
    • Degree-educated or equivalent.
    • HubSpot or similar CRM experience.
  • Application Process Details:
    • Online application.
    • Screening call.
    • Task-based assignment.
    • Interviews with the hiring manager, team member, and CEO.

Vestd is dedicated to diversity and inclusion and encourages applicants from all backgrounds to join our mission-driven team. Apply now to become part of an organization that values team happiness and is recognized for its innovative approach and cultural excellence.

Customer Success Data Administrator

Salary: INR 8,50,000 - INR 10,50,000

About Vestd

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 startup with big ambitions and our product is at the heart of these. Our team is on a mission to increase equity inclusion.


About the Role

As a Data Administrator at Vestd, from day one you will play a crucial role in keeping data and records up to date. The role has scope for development into diverse and dynamic roles depending upon the candidate’s skillset and interests. The role requires meticulous attention to detail, a love for understanding and solving complex challenges, and a passion for refining processes. Comprehensive training and support will be provided to ensure your success.

Your day-to-day responsibilities will be:

  • Collaborating closely with other teams to support customer activity with data driven tasks.
  • Gaining an understanding of equity and share schemes.
  • Using that understanding to review and validate detailed documents, and ensure records are kept up to date.
  • Organising and inputting data onto the Vestd platform.
  • Identifying opportunities for process improvement, product enhancement, and streamlined reporting.
  • Providing valuable support to the wider Customer Success Team on various business projects.

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


  • Previous experience in Data Administration, Data Analysis, or similar administrative roles.
  • Keen and proven eye for detail
  • Proficiency in Excel and Google Sheets.
  • Ability to understand complex rule based systems.
  • Clear communication skills and the ability to work and learn autonomously.
  • Strong attention to detail and comfort with numerical data.
  • Ability to identify trends for informed decision-making.
  • Comfortable with remote work, with ideally at least 1 year of experience.
  • Positive attitude and a growth mindset.
  • Degree-educated or equivalent qualification.
  • At least 1 year of experience working with the HubSpot platform or a similar CRM.

Bonus Qualifications

  • HubSpot experience.
  • Experience of G-Suite and Slack.
  • Experience of working in a remote team.
  • An understanding of how equity and company structures work.
  • Experience of communicating with customers in English.
  • Experience of understanding complex rule based systems.


What you can expect

As the UK’s first and most advanced equity management platform, Vestd is an innovative company, always looking for ways to break new ground.

Our culture is our backbone (we were named in the ‘Top 3 Companies in the Country for Company Culture’ by BreatheHR) and we take team happiness seriously.

Vestd strives to be as principled as possible. We’re all about Goal 8 of the United Nations ‘Sustainable Development Goals’. This goal is about ‘Decent Work and Economic Growth’ and we consider that both in relation to our external activities and in relation to our internal workings.

We expect every team member to consider how they can be part of our push to see a world in which 1bn people are enrolled on a share scheme.

We’ll do everything we can to help you grow in your role and in return, you’ll want to learn all about our industry, so that you can help us to continue leading it.

Vestd is 100% remote so you’ll have a lot of freedom around your working day. Some roles do demand office hours (to fit with our customers’ schedules) but we are committed to being flexible where possible.

Happy employees make for happy customers and that’s demonstrated in our five star reviews. Vestd’s excellence has also been recognised by The Europas, The Fintech Awards London, The Hustle Awards, TechRound, and BusinessCloud’s Fintech50.

So if you’re an autonomous and self-driven individual who likes the idea of being part of a mission and you like the idea of joining a close-knit team, we’ll be a great fit.

Why work for Vestd?

Vestd’s a great place to work. Don’t just take our word for it - take a look at our award-winning suite of benefits that 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. 
  • Team retreats twice a year, which includes an overnight stay and a big focus on fun and team cohesion.
  • A personal training and personal development budget to keep your career and professional growth on track.
  • Great team ethos, connect through regular team and company socials.
  • Support with home working equipment
  • Monthly recognition scheme, where we celebrate our teamies.

We’re looking for somebody with initiative who can see both the business and their own growth path. It is a great time to join our team and this is a superb role for the right person.

Application process:

  • Apply online
  • Initial screening call
  • Task-based assignment
  • Interview with the hiring manager and team member
  • Interview with CEO

We’re striving to build a diverse team and welcome applicants from all backgrounds to apply. We believe that unique differences are what makes a strong team and we are actively committed to building an inclusive work environment.


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