Business Operations Associate

Summary

Join Vestd, a leading sharetech platform, as a Business Operations Associate based remotely in India. You will support back-office functions, working closely with the Customer Success team on operational processes related to SPVs, equity schemes, and legal documentation. This role offers significant development opportunities and involves managing high-volume tasks, interpreting legal and financial documents, and managing CRM data. You will collaborate on process improvements and communicate effectively with colleagues in India and the UK. Vestd provides full training and support in a collaborative, remote-first environment. The salary is INR 7,00,000 to INR 10,00,000, depending on experience, plus generous ESOPs.

Requirements

• 1–3 years of experience in data administration, data analysis, business support, or similar operational roles
• Proven ability to work with structured legal or financial documents with a high level of accuracy and attention to detail
• Comfortable with numerical data and capable of spotting trends to support decision-making
• Strong analytical thinking and the ability to understand and follow complex, rule-based systems
• Proficiency in Excel and Google Sheets for data management and reporting
• Hands-on experience with HubSpot or similar CRMs, with at least 1 year of usage
• Clear written and verbal communication skills in English
• Ability to work independently, learn quickly, and manage responsibilities in a remote-first environment
• A Bachelor’s degree or equivalent practical experience

Responsibilities

• Support the Customer Success team by managing high-volume, detail-oriented tasks
• Work with SPV-related operations, handling structured documents and compliance requirements
• Interpret legal and financial documents, ensuring all data is accurate and compliant
• Manage CRM data (HubSpot) and update records in the Vestd platform
• Collaborate across teams to improve existing operational workflows
• Suggest process enhancements and contribute ideas for operational efficiency
• Work independently on structured tasks while being proactive in identifying improvements
• Communicate effectively with colleagues in India and the UK in a remote environment

Preferred Qualifications

• Hands-on experience with HubSpot, Google Workspace (G-Suite), and Slack
• Prior experience working in a remote, cross-functional team environment
• Exposure to customer communication in English, especially in a support or operations context
• Familiarity with equity, SPVs, and company ownership structures
• Experience in understanding and improving complex, rule-based systems or processes
• Background in SaaS, fintech, or startup environments

Benefits

• 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)