At a Glance
- Tasks: Design and deliver engaging Xero training for teams and clients.
- Company: Join a leading UK provider of company formation and compliance services.
- Benefits: Competitive salary, hybrid working, and a chance to influence product development.
- Other info: Dynamic culture that values ownership, impact, and continuous learning.
- Why this job: Be part of a growing team and help others master Xero with confidence.
- Qualifications: Hands-on Xero experience and a knack for creating educational content.
The predicted salary is between 30000 - 40000 € 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.
The Role
We’re looking for a proactive and structured Xero Trainer to drive adoption and effective use of Xero across both our internal teams and client base. This role sits within our Accounting-as-a-Service division and is critical to ensuring that employees and clients alike are confident, efficient, and self-sufficient when using Xero. You’ll design and deliver training, create scalable learning resources, and act as the internal go‑to expert for Xero‑related knowledge.
Key Responsibilities
- Design and deliver structured Xero training programmes for internal teams (Onboarding, Customer Success, Marketing, etc.)
- Create clear, scalable training materials (video tutorials, guides, help centre content) for both internal and client use
- Own onboarding enablement from a Xero perspective—ensuring clients understand how to use the platform effectively from day one; act as the internal subject matter expert for Xero‑related queries and best practices
- Support Customer Success with more complex or recurring Xero‑related queries when needed
- Identify common friction points in how clients and teams use Xero, and proactively address them through training and content
- Collaborate with Customer Success and Onboarding teams to reduce inbound support queries through better education
What We’re Looking For
- Strong hands‑on experience with Xero—essential (ideally certified or equivalent practical experience)
- Background in accounting, bookkeeping, or a client‑facing role within an accounting or SaaS environment
- Experience delivering training, workshops, or creating educational content (videos, guides, webinars)
- Ability to explain complex processes in a simple, structured, and user‑friendly way
- Comfortable working in a high‑volume, low‑touch client environment
- Strong organisational skills and ability to build scalable processes
- Proactive mindset: able to identify problems and solve them before they become support issues
What We Offer
- Competitive salary and comprehensive benefits package
- Hybrid working model
- Opportunity to be part of the launch of a new product
- 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.
Xero Trainer employer: 1st Formations
At 1st Formations, we pride ourselves on fostering a dynamic and inclusive work environment that empowers our employees to thrive. As a certified B Corp and carbon-neutral business, we offer a competitive salary, comprehensive benefits, and a hybrid working model, all while providing ample opportunities for professional growth and the chance to influence product development. Join us in supporting ambitious founders and be part of a company with strong momentum and a clear vision for the future.
StudySmarter Expert Advice🤫
We think this is how you could land Xero Trainer
✨Tip Number 1
Get to know the company inside out! Research 1st Formations and understand their mission, values, and services. This will help you tailor your conversations and show that you're genuinely interested in being part of their journey.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for the interview by practising common questions related to Xero and training delivery. Think about how you can demonstrate your hands-on experience and problem-solving skills in real scenarios.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Xero Trainer
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with Xero and training. We want to see how your skills align with our mission to empower entrepreneurs, so don’t hold back on showcasing your relevant achievements!
Show Off Your Training Skills:Since the role involves designing and delivering training, include examples of any workshops or educational content you've created. We love seeing how you can simplify complex processes, so share your best training moments with us!
Be Proactive in Your Approach:Demonstrate your proactive mindset by mentioning any instances where you identified problems and solved them before they escalated. We’re all about finding solutions, so show us how you’ve made a positive impact in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your details and get to know you better, so don’t miss out on that opportunity!
How to prepare for a job interview at 1st Formations
✨Know Your Xero Inside Out
Make sure you have a solid understanding of Xero and its features. Brush up on your practical experience and be ready to discuss how you've used it in previous roles. This will show that you're not just familiar with the software, but that you can also train others effectively.
✨Prepare Training Scenarios
Think about specific training scenarios you might encounter in the role. Prepare examples of how you would design and deliver training for different teams. This will demonstrate your proactive mindset and ability to create scalable learning resources.
✨Showcase Your Communication Skills
Since you'll need to explain complex processes simply, practice articulating your thoughts clearly. You might even want to prepare a mini-presentation or a mock training session to showcase your ability to convey information in an engaging way.
✨Identify Common Friction Points
Research common issues users face with Xero and think about how you would address these through training. Being able to discuss potential friction points and your strategies for overcoming them will highlight your problem-solving skills and proactive approach.
