Guiding customers through the completion and submission of Advance Assurance applications
Supporting clients with SEIS/EIS questions and assisting with correspondence from/to HMRC
Providing responsive, accurate support through HubSpot live chat, email, and video call
Delivering outstanding customer experience that is compliant, efficient, and founder-friendly
Working cross-functionally with our CX, Legal, Sales, and Product teams to improve workflows and build better tools
Helping develop content and training materials to scale our support across a growing customer base
Providing feedback to shape the Advance Assurance product and support ongoing improvements

A background in law, accountancy, compliance or tax
Demonstrable experience in tax incentives, VCM guidelines, company law, or startup finance. Previous exposure to SEIS/EIS tax schemes and HMRC processes is a major plus
A strong interest in working at the intersection of law, finance, and technology
and are excited by the fast pace of startup life
Process-driven and highly organised, quick to spot ways to improve efficiency or fix pain points
Excellent written and verbal communication skills and candidates who thrive when helping others
Experience assisting customers through complex processes. Experience working with founders, early-stage startups or with SaaS businesses is a big plus
Motivated by both individual ownership and team success
This role is based in the UK. Successful candidates must have the right to work in the UK, as this role is not eligible for current or future visa sponsorship

Private healthcare, life, and group critical illness insurance
25 days annual leave, plus bank holidays and your birthday off
Buy and sell annual leave options
3 volunteer days per year
Share options after one year in the company
Pension
Hybrid working policy, and a £250 work-from-home allowance.
Learning, development and networking opportunities with some of the most experienced individuals in UK startup law, investment, and entrepreneurship
Cycle to work scheme
Annual learning & development budget
Access to Happl
integrated benefit and rewards platform
Free lunch in the office once a week.

Customer Experience Associate

Key skills