At a Glance
- Tasks: Lead onboarding calls, guide clients through our services, and simplify complex topics.
- Company: Join a leading UK provider of company formation and compliance services.
- Benefits: Competitive salary, hybrid working model, and comprehensive benefits package.
- Other info: Opportunity for career progression in a supportive and inclusive environment.
- Why this job: Shape client experiences and make a real impact in a growing business.
- Qualifications: Experience in client-facing roles and strong communication skills.
The predicted salary is between 32000 - 34000 £ per year.
About 1st Formations
At 1st Formations, we empower entrepreneurs to start, run, and grow their businesses with confidence. Running a business shouldn’t be slowed down by company formation, statutory compliance, accounting, or payroll. From day one, these essentials should be seamless, reliable, and intelligently handled — freeing founders to focus on building and scaling. We’re a leading UK provider of company formation and compliance services, building a modern, fully integrated technology platform that supports founders at every stage of their journey.
Why Join Us
- £18m annual revenue, including £9m ARR
- Over 1 million companies formed
- Certified B Corp and Carbon Neutral Business
- Forecast to grow 5x–10x over the next three years
The Role
We're looking for a people‑first, client‑focused Client Onboarding Executive to set new clients up for success from the moment they join our Accounting‑as‑a‑Service product. You'll own the onboarding experience – running structured welcome calls with new clients, walking them through what we do, what to expect from our team, and what their key obligations are as a business. This is a client‑facing role at its core: you'll spend the majority of your time on video calls, building rapport with startup founders and small business owners, and making a complex topic feel simple and reassuring.
Key Responsibilities
- Lead 30–45 minute structured onboarding video calls with new clients using a prepared script, covering our services, their statutory obligations, and what they can expect from us.
- Walk clients through their key responsibilities in a clear, jargon‑free way, including relevant compliance milestones like filing deadlines, VAT and PAYE registration, and Corporation Tax.
- Give clients a guided orientation of their accounting tools (e.g. Xero), so they feel confident from day one.
- Identify additional services a client may need (e.g. payroll, VAT) and flag these internally for follow‑up.
- Ensure all client details are accurately captured in internal systems.
- Document and hand over all relevant information to the Customer Service and Retention teams at the close of onboarding.
- Spot early risks (e.g. clients who seem disengaged or behind on setup) and elevate to relevant stakeholders.
- Contribute to refining the onboarding process and improving the client experience over time.
What We’re Looking For
- Proven experience running client‑facing onboarding calls, welcome calls, or structured video‑based client sessions.
- A natural communicator: warm, structured, and able to put people at ease on a call.
- Comfortable following and adapting a prepared script while keeping the conversation feeling natural.
- Confident explaining processes and obligations to clients who are new to accounting and business admin.
- Basic familiarity with UK statutory requirements for small businesses (e.g. Corporation Tax, Self‑Assessment, VAT thresholds, PAYE).
- Any experience with cloud accounting platforms like Xero or QuickBooks is a bonus. We will provide full training.
- Strong documentation habits and the ability to prepare clean handovers for internal teams.
- Comfortable managing several active onboarding processes simultaneously.
What We Offer
- £32,000–£34,000 salary and comprehensive benefits package.
- Hybrid working model (3 days in office; 2 days from home).
- A genuine opportunity to shape and build processes from scratch.
- Clear progression pathways as the practice scales.
- A culture that values ownership, impact, and continuous improvement.
Equal Opportunities
1st Formations is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. We consider all applicants for employment without regard to race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, criminal history, disability, or gender identity. We encourage individuals from all backgrounds to apply. If you have a disability or special need that requires accommodation, please let us know.
Client Onboarding Executive employer: 1st Formations
At 1st Formations, we pride ourselves on being a people-first employer that empowers our team to thrive in a dynamic and supportive environment. With a strong focus on employee growth, we offer clear progression pathways and the opportunity to shape processes within a rapidly expanding company. Our hybrid working model promotes work-life balance, while our commitment to diversity and inclusion ensures that every voice is valued, making us an excellent choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding Executive
✨Tip Number 1
Get comfy with video calls! Since you'll be running onboarding sessions, practice your communication skills. Make sure you can explain complex topics in a simple way, so clients feel at ease and confident from the get-go.
✨Tip Number 2
Familiarise yourself with the tools we use, like Xero or QuickBooks. Even if you haven't used them before, showing that you're eager to learn will impress us and help you hit the ground running during onboarding.
✨Tip Number 3
Be proactive! If you spot any potential issues during onboarding, don’t hesitate to flag them. We love team players who can identify risks early and help us improve the client experience.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining our awesome team at 1st Formations.
We think you need these skills to ace Client Onboarding Executive
Some tips for your application 🫡
Be Yourself:When you're writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to show your enthusiasm for the role and what makes you unique.
Tailor Your Application:Make sure to customise your application to fit the Client Onboarding Executive role. Highlight your experience with client-facing calls and any relevant skills that match what we’re looking for. It shows us you’ve done your homework!
Keep It Clear and Concise:We appreciate a straightforward approach. Use clear language and avoid jargon where possible. This will help us understand your qualifications and experiences without getting lost in complicated terms.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role!
How to prepare for a job interview at 1st Formations
✨Know the Company Inside Out
Before your interview, take some time to research 1st Formations thoroughly. Understand their services, values, and recent achievements. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Master the Onboarding Process
Familiarise yourself with the onboarding process for new clients. Be prepared to discuss how you would run structured welcome calls and explain complex topics in a simple way. Think about examples from your past experience that demonstrate your ability to make clients feel at ease.
✨Showcase Your Communication Skills
As a Client Onboarding Executive, strong communication is key. Practice articulating your thoughts clearly and confidently. You might even want to do a mock video call with a friend to get comfortable with the format and ensure you can adapt your script naturally.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and company culture. This shows that you’re not just interested in the job, but also in how you can contribute to the team and grow within the company.
