Hi, We're Vested!

About Vested

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We're on a mission to democratize equity ownership and make it simple for employees to understand, manage, and maximize the value of their startup stock options. 

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Compensation at startups is broken. Almost 70% of equity is abandoned, meaning employees are missing out on hundreds of billions of dollars. That’s money they earned that could be changing their lives: enabling them to pay off student loans, buy their first home, or start a family. But that’s not what’s happening.

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Vested is here to fix that. We believe that equity compensation should be transparent, accessible, and empowering, not confusing and opaque.

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We're building a platform (vested.co) that helps thousands of employees at startups make informed decisions about their equity, from understanding the value of their equity to receiving Vested-provided funding to exercise their stock options. Our tools have already helped users unlock hundreds of millions in equity value, and we're just getting started!

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About the Role

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At Vested, a transaction is a big deal for the employees we work with. It can affect their finances, their taxes, and their future. Even with a great product, people want a real person in their corner: someone who can explain things clearly and answer questions quickly, making the process feel trustworthy and straightforward.  

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This role is the front line of that experience. You’ll talk with startup employees every day. You’ll guide them through questions about equity and transactions, help them feel confident about next steps, and ensure nothing falls through the cracks. Internally, you’ll be the voice of the customer. Externally, you’ll be the voice of Vested. 

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You’ll also help us scale the experience: building playbooks, improving workflows, and partnering with the team to add systems and automation so customers get a best-in-class experience without losing the personal touch.

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You might have done similar work as: Client Services Associate, Customer Experience Specialist, Equity Transactions Specialist, Deal Support, or Customer Operations. 

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Expected base salary for this role is $115,000 - $165,000 (depending on qualifications and experience).

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What You’ll Do

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• Be the face of Vested for employees: Own day-to-day communication with startup employees and help people feel confident about next steps.
• Research companies and cap tables: Review startup details, verify equity structures, and surface relevant context to evaluate funding proposals.
• Keep transactions moving: Coordinate follow-ups and handoffs so proposals don’t stall, and maintain clean documentation so nothing slips through the cracks.
• Turn customer patterns into playbooks: Create and refine templates, FAQs, and internal workflows based on what you’re seeing on the front lines.
• Improve the product through real feedback: Surface friction points and edge cases to Product/Engineering and help translate customer pain into fixes.
• Support employee engagement and outreach: Help run employee communications using existing tools, test messaging and timing, and track engagement and conversion by cohort/channel.
• Use data to improve the experience: Monitor milestones and dashboards to spot bottlenecks, surface opportunities, and prioritize fixes.

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What We’re Looking For

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Must-haves

• 3+ years or equivalent depth in a customer-facing role supporting a complex product (fintech, investing, HR/benefits, insurance, or similarly nuanced domains are a plus)
• Clear, empathetic communication: you can explain intimidating topics in plain English without talking down to people
• Strong ownership: you follow through, close loops, and keep processes moving
• Systems mindset: you like turning recurring questions into playbooks and workflows
• Comfort working in a remote environment with high autonomy and accountability

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Nice-to-haves

• Familiarity with startup equity (options/RSUs), cap tables, secondary markets, or adjacent workflows
• Experience working with CRMs or CX tooling (HubSpot a plus)
• Comfort with metrics: funnels, conversion rates, cohort performance, and operational dashboards

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Licensing

• Since our work touches the financial sector, we require FINRA licensing (SIE, Series 7, and Series 63 or 66), which we support you in obtaining within your first 3 months. We cover study materials + exam fees and provide study time.

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Benefits & Perks

• Meaningful equity, with industry-leading grant terms (naturally)
• 95% subsidized health insurance for employees and dependents
• 401(k) match
• Fully remote, distributed workplace 
• Generous time away (holidays, PTO, sick time, parental leave, and more)
• Quarterly team offsites throughout the country

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Our Commitment to Building a Diverse Team

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We’re working to build a team with a wide range of backgrounds, experiences, and perspectives. If you’re excited about this role but don’t match every single qualification, we still encourage you to apply.

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Ready to Join Us?

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If you're excited about making equity ownership accessible to everyone and want to work directly with startup employees to make a real-world impact, we'd love to hear from you. Please send your resume to talent@vested.co with the subject “Employee Experience Specialist” and a short response to this prompt: “Describe a time you helped someone navigate something complex or confusing. What made your approach effective?” 

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Vested is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability.