Skills

Leadership Go Sales

Job Specifications

At Ledgy, we’re on a mission to make Europe a powerhouse of entrepreneurship by building a modern, tech-driven equity management and financial reporting platform for private and public companies. In 2025, we aim to be the leading provider for European IPOs and reporting for share-based payments. We are a value-based company with a core focus on being humble, transparent, ambitious and impactful, all in order to delivery the best experience for our customers and end users.

We are proud to partner with some of the world’s leading investors. New Enterprise Associates led our $22m Series B round in 2022, with Philip Chopin joining Sequoia’s Luciana Lixandru on our board.

We were founded in Switzerland in 2017 and today we operate globally from offices in Zurich and London. We encourage diversity and are an international team coming from 26 different countries and speaking 25 different languages.

About the role

As the first dedicated public markets hire in Ledgy’s Customer Success team, your job will be to own relationships with Ledgy’s existing public customers and play a key role in building out the processes that will scale Ledgy's public markets business. This is a high-impact, high-ownership role, reporting directly into the Head of Customer Success.

At Ledgy you will:

Manage the onboarding process for public companies, from account setup and data migration to rollout
Oversee successful IPOs for both prospective and existing customers
Conduct Executive Business Reviews (EBRs) with budget holders and key stakeholders
Own the operational relationship with our broker and nominee partners; facilitate share transfers and key equity events (eg. RSU vestings) for our customers
Work closely with the Product Development team to reflect the voice of the customer and ensure Ledgy is building products that our customers love
Attend industry events and visit customers on-site to build relationships

Your Growth Journey

Months 1-3: Build your foundation and take ownership

Learn Ledgy’s product back-to-front and get up to speed on our core processes for public companies
Build cross-functional relationships with Product and Sales to set the tone for a proactive and collaborative working relationship
Shadow calls with the Customer Success team to understand how we work and the service level standards we hold ourselves to
Take ownership of Ledgy’s public accounts and responsibility for public company NRR
Establish strong relationships with key stakeholders across our portfolio of public company customers
Develop strategic account success plans for each client and collaborate with leadership on execution strategy
Lead your first public company onboardings, guiding clients from setup through successful launch
Take ownership of strategic relationships with broker and nominee partners to ensure seamless service delivery

Months 4-6: Drive operational excellence and expand your expertise

Improve and build new processes around vesting events, sell-to-cover, share transfers, IPOs, and other key equity events
Run your first Executive Business Reviews (EBRs) with public customers
Join pre-sales calls as the go-to expert on implementation for public companies
Work with Ledgy’s support team to ensure delivery of world-class admin and participant support
Begin working towards the CEP (Certified Equity Professional) qualification
Work closely with Tax and Compliance Lead to build out Ledgy’s tax offering for public customers

Months 7-12: Scale your impact and build for growth

Scale Ledgy's public markets function by building efficient processes and leveraging automation, working with the Head of Customer Success to grow the team thoughtfully as customer demand increases
Regularly attend industry events to build your network in the public equity plans space
Play a key role in developing Ledgy’s public company offering, collaborating closely with the product team to prioritise features that 10x the value our customers receive
Lead strategic discussions with budget holders at S&P 500/FTSE 100 companies, evaluating platform performance and identifying opportunities to enhance value

This would be a perfect fit if you…

Have 5 years+ experience in the public share plans industry
Have strong relationship management skills
Have experience managing the NRR for a book of business that is >£2 million in annual revenue
Want to join a fast-paced startup that is growing at >60% year on year
Advantageous but not required: Hold a CEP (Certified Equity Professional) Qualification

Being part of Ledgy means:

Recharge and re-energize with flexible working hours, 25 days of vacation, and up to 40 days of remote work from outside your home country
We make space for your own professional development, with a generous yearly learning & development budget
This role will receive a competitive salary + benefits + equity, including a quarterly performance bonus of up to 20% salary
Join a team that has a track record of promoting internally and rewardin

About the Company

We’re Ledgy, the compliant equity management platform with best-in-class automation. Stay audit-ready, save time, and align your team with innovative equity management features and intuitive dashboards. From incorporation to post-IPO, we’re committed to supporting our customers at every stage of their lifecycle. Trusted by over 3500 companies worldwide, you can count on Ledgy’s modern platform and supportive team to match your company’s ambitions, making your equity work every step of the way. Know more