Vested · 9 hours ago
Employee Experience Specialist
United States
Full-time
Remote
Mid Level
$115K/yr - $165K/yr
3+ years expVested is on a mission to democratize equity ownership for employees at startups. The Employee Experience Specialist will be the face of Vested for employees, guiding them through equity-related questions and transactions while ensuring a smooth process and building playbooks to enhance customer experience.
Financial ServicesFinTech
Responsibilities
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
Qualification
Required
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
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
Preferred
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
Benefits
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
Company
Vested
Vested is helping employees maximize the value of their hard-earned equity.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$8.3M2025-06-20Series Unknown· $3M
2021-01-17Seed· $3.6M
2019-09-26Pre Seed· $1.7M
Leadership Team
Dave Thornton
Co-Founder, CEO, and Chief Investment Officer
Recent News
GlobalFinTechSeries
2025-10-28
Company data provided by crunchbase