Ash Taylor
Customer Success Specialist @Vestd
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WORK HISTORY
Customer Success Specialist @Vestd
Account manager - Currently managing a portfolio of 200 SME accounts (up to £10m turnover) using a SaaS equity management platform.Co-produced and delivered a 25-page Churn Prevention Handbook, rewriting retention processes and securing senior leadership sign-off for company-wide use.Setup and led proactive outreach campaign, enhancing data management and CRM efficiency to improve retention outcomes.Built strong relationships with portfolio including founders, C-suite executives, lawyers, and accountants via video, email, and phone. Experience working with many CRMs including Hubspot and Zendesk.
EDUCATION
University of the West of England
Business management with marketing, Business, Management, Marketing, and Related Support Services
ABOUT ASH TAYLOR
A customer-centric and results-driven account manager delivering high impact results within operations. I work within the Customer Success function at Vestd, the share-tech platform. I have 6 years of experience working within Financial Services, FinTech & SaaS. Studying Lean Six Sigma Green Belt.I\'m currently a Customer Success Specialist at Vestd, a pioneer in the equity management SaaS space. I\'m an Account Manager in the SaaS sector (Equity Management), managing a portfolio of 200 accounts in a the SME bracket, ranging up to £50 million turnover. Helping businesses administer EMI, Unapproved and CSOP Share Schemes to motivate their teams to push their companies to new levels of growth. Supporting businesses with their investment rounds from modelling, SEIS/EIS, through to execution and completion, while also managing the compliance considerations.Previously, I was working at Dojo (one of the fastest-growing FinTech companies in Europe). This involved Customer Relations, Technical Support, Payment Systems and Retentions. prior to that I was at Metro Bank, where I was responsible for assisting with retail banking, business banking, lending/credit facilities, bereavements and managing the fixed term deposit reinvestment strategy in the Bristol store. I then moved into the Telephone Business Management Team, onboarding a high volume of businesses through from initial lead to going live. This included risk review, AML & relationship management of a portfolio of businesses.I have experience working within retentions/specialist teams, spotting opportunities for process improvement, increasing customer loyalty and retention conversion across the full customer base through wide-scope strategies.Competencies: SaaS, Payments, Customer Relations, Customer Success, Account Management, cross-selling/upselling.
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