1st Formations is hiring a Customer Onboarding Executive to set up new clients for our Accounting-as-a-Service platform. You’ll run structured welcome calls, explain our services and obligations, and guide founders through onboarding with a customer-first approach.
You’ll leverage tools like Xero, coordinate with internal teams, and identify upsell opportunities such as payroll or VAT. This is a client-facing, hybrid role in the UK with clear progression as the practice scales.
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Client Onboarding Specialist – Accounting SaaS in City of Westminster employer: 1StFormations
At 1st Formations, we pride ourselves on being an exceptional employer, offering a dynamic work environment where innovation and autonomy thrive. As a Credit Control Manager, you will have the unique opportunity to design and implement a new collections function, contributing directly to our ambitious growth plans while enjoying a competitive salary and comprehensive benefits. Our culture fosters continuous learning and progression, ensuring that your career can flourish alongside our expanding Accounting Service.
