About

• 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