AMA: Sanjeet, Customer Success Manager for Vestd India

Calm, curious and customer-focussed. That's Customer Success Manager, Sanjeet Sawant! 

We sat down with Sanjeet to hear about his career journey to date, and what it’s like supporting forward-thinking startups sharing ownership.

So, Sanjeet, how did you get into this line of work?

At the start of my career, I worked in financial services as a Business Associate and later an Analyst. But I have always been interested in startups and how they grow.

I initially joined Trica Capital as a Deal Associate and was later promoted to Trica Equity as a Customer Success Manager. 

What does your typical work day look like?

I start by checking emails and updates. Most of my day goes into helping customers by answering questions, solving issues, and making sure everything runs smoothly with their Employee Stock Ownership Plan (ESOP).

How do you find working from home? Easy? Challenging?

It’s a mix of both. I enjoy the comfort and ability to focus, but I do miss casual in-person chats with the team. We stay connected online, which helps a lot. The in-person retreats organised at Vestd are a great way to reconnect and learn from each other.

Trica Equity recently joined Vestd. What excites you the most about the road ahead? 

I am excited to be part of a larger platform with global clients and advanced tools. There is a lot to learn, and I am looking forward to growing with the company.

What was your proudest moment at Trica Equity?

Helping a wonderful client onboard MANY employees and issue grants in bulk. It really simplified their process and made a big impact.

What skills are you hoping to build upon at Vestd?

I want to learn more about global ESOP regulations, strengthen my data skills, and understand how product features are built and used.

What's the best piece of career advice you've ever received?

Don’t focus on being right, focus on solving the problem.

Who inspires you? 

My father. His discipline and calm nature have always motivated me to do my best.

What’s one fun fact about yourself that most people don’t know?

I enjoy long drives with music; they are my therapy.

Favourite way to spend a weekend?

Relaxing with family, watching a good movie and going on a long drive

Sanjeet and the team are ready to help you get your ESOP up and running! Book a free consultation to get started.