Business & Financial Analyst (Customer Success) | LegalTech Startup | UK (Hybrid / Remote)
Attention
Are you passionate about helping startups grow and succeed? Do you enjoy solving complex problems, diving into data, and ensuring customers get the very best experience? Our client, an early-stage LegalTech company, is on a mission to simplify the fundraising and growth journey for founders. They are looking for a driven and detail-oriented Business & Financial Analyst (Customer Success) to join their team and help shape the way startups navigate their legal and financial processes.
Our client was founded by entrepreneurs, angel investors, accountants and lawyers who have all experienced the challenges of early-stage fundraising first-hand. They built a platform that combines technology and expert guidance to make legal and financial compliance for startups faster, more transparent, and cost-effective.
Their products and services cover everything founders need to raise capital, reward their teams, and stay compliant as they scale. This includes SEIS/EIS advance assurance and compliance, EMI and unapproved option schemes, and ShareholderProtect – a suite of key legal documents designed for pre-fundraise and bootstrapping founders.
Behind this technology is a customer-first culture, where every team member plays a part in helping founders succeed. That’s where this role comes in.
As a Business & Financial Analyst (Customer Success), you’ll be at the heart of the company’s relationship with its customers. You’ll guide early-stage startups through the SEIS/EIS advance assurance process, ensuring their data, documents, and financials are accurate and ready for HMRC approval.
You’ll also work closely with founders on EMI valuations, analysing business and financial information to determine fair, defensible values for share options. Your analytical eye and structured approach will help customers feel confident in the process and the outcomes you deliver.
Your role will blend analysis, process improvement, and customer strategy. Day to day, you’ll:
* Review startup pitch decks and financial forecasts for completeness and accuracy.
* Liaise with customers to clarify and correct information as part of the SEIS/EIS assurance process.
* Collate, interpret and value startup data to support EMI and unapproved option scheme valuations.
* Develop and improve internal workflows to make customer interactions more efficient.
* Create helpful resources such as FAQs and “How-to” guides to empower customers with self-serve tools.
* Collaborate with cross-functional teams – including technical and operations – to identify and resolve challenges in the customer journey.
* Map customer touchpoints to inform strategy and identify opportunities for upsell or additional services.
* Represent the voice of the customer within the company, ensuring that their priorities inform ongoing product and service development.
This is a varied and intellectually engaging position where financial and analytical thinking meet customer care. You’ll become an expert in the processes that underpin startup fundraising and growth, all while working in a supportive, fast-moving environment where your ideas are encouraged.
The ideal candidate will bring strong financial literacy, analytical skills, and a passion for startups. You might have studied finance, accounting, law, or a related discipline – or gained experience in a similar analytical or customer-facing role. You’ll need to be highly organised, process-driven, and comfortable handling data and documentation with precision.
Exposure to SEIS/EIS or EMI schemes is beneficial but not required – full training will be provided. What matters most is your curiosity, attention to detail, and commitment to helping startup founders succeed.
Interested? Apply now to learn more.