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For Companies At a Glance
- Tasks: Lead client engagement and retention strategies for our innovative Accounting-as-a-Service division.
- Company: Join a fast-growing, certified B Corp empowering entrepreneurs across the UK.
- Benefits: Competitive salary, hybrid working, and a comprehensive benefits package.
- Why this job: Make a real impact on customer experience while driving business growth.
- Qualifications: Experience in CRM and lifecycle marketing with strong analytical skills.
- Other info: Dynamic culture focused on ownership, impact, and continuous learning.
The predicted salary is between 45000 - 60000 £ 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 Now?
- £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 data-driven and commercially minded Marketing Retention Lead to own client engagement, lifecycle marketing, and retention across our Accounting-as-a-Service division. Working with a high-volume client base (hundreds to thousands of small businesses), you’ll design and execute targeted campaigns to improve engagement, reduce churn, and increase client lifetime value. You’ll use CRM data, behavioural signals, and usage patterns to identify at-risk or disengaged clients and proactively intervene through scalable marketing initiatives. This role sits at the intersection of Marketing, Operations, and Customer Success, and is key to making our low-touch, high-volume model successful.
Key Responsibilities
- Own retention and engagement strategy across the client lifecycle
- Design and execute targeted email campaigns based on client behaviour, usage, and risk signals
- Use CRM data to identify at-risk, disengaged, or underutilising clients and define intervention strategies
- Build automated lifecycle journeys (onboarding, activation, engagement, reactivation)
- Continuously analyse campaign performance and optimise based on open rates, engagement, churn, and conversion metrics
- Segment the client base effectively to deliver relevant and timely communications at scale
- Collaborate with Customer Success to align on at-risk accounts and key friction points
- Test and iterate on messaging, timing, and channels to improve outcomes
What We’re Looking For
- Proven experience in CRM and lifecycle marketing, with a strong focus on retention
- Experience managing high-volume customer bases (thousands of users/customers), ideally in subscription or SaaS environments
- Hands-on experience building and executing email campaigns and automated journeys (e.g. HubSpot, Salesforce, Braze, etc.)
- Strong analytical skills: comfortable working with data to identify risk signals and measure campaign performance
- Experience segmenting audiences and personalising communications at scale
- Commercial mindset with a clear understanding of churn, retention, and customer lifetime value
- Ability to work cross-functionally with Marketing, Operations, and Customer Success teams
What We Offer
- £45-60k and comprehensive benefits package
- Hybrid working model
- Real opportunities for progression as the business scales
- The chance to influence both customer experience and product development
- A culture that values ownership, impact, and continuous learning
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.
Marketing Retention Lead employer: 1st Formations
Contact Detail:
1st Formations Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Marketing Retention Lead
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Show off your skills! Create a portfolio or a personal website showcasing your work and achievements. This is your chance to shine and demonstrate what you can bring to the table, especially in marketing retention.
✨Tip Number 3
Prepare for interviews like it’s game day! Research the company, understand their values, and be ready to discuss how your experience aligns with their goals. Confidence is key, so practice those answers!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about joining our team at 1st Formations.
We think you need these skills to ace Marketing Retention Lead
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Marketing Retention Lead role. Highlight your experience in CRM and lifecycle marketing, and show us how you've successfully managed high-volume customer bases before.
Show Off Your Data Skills: Since this role is all about being data-driven, don’t shy away from showcasing your analytical skills. Include examples of how you've used data to identify at-risk clients or measure campaign performance in your previous roles.
Be Clear and Concise: When writing your application, keep it clear and to the point. We love a well-structured application that gets straight to the heart of your relevant experience and achievements without unnecessary fluff.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you're keen on joining our team!
How to prepare for a job interview at 1st Formations
✨Know Your Numbers
As a Marketing Retention Lead, you'll need to be data-driven. Brush up on key metrics like churn rate, customer lifetime value, and engagement statistics. Be ready to discuss how you've used data in past roles to drive retention strategies.
✨Showcase Your Campaign Success
Prepare specific examples of successful email campaigns or lifecycle journeys you've designed. Highlight the tools you used, such as HubSpot or Salesforce, and the results achieved. This will demonstrate your hands-on experience and effectiveness in similar roles.
✨Understand the Client Journey
Familiarise yourself with the client lifecycle in a subscription or SaaS environment. Be prepared to discuss how you would approach onboarding, activation, and reactivation strategies. Showing that you understand the nuances of client engagement will set you apart.
✨Collaborate and Communicate
Since this role involves working cross-functionally, think about how you've collaborated with other teams in the past. Prepare to share examples of how you aligned marketing efforts with customer success or operations to tackle at-risk accounts effectively.