Onboarding Executive

About 1st FormationsAt 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. Our platform brings together formation, compliance, accounting, payroll, and ongoing business support in one cohesive experience.No stitched-together services.No legacy workflows disguised as software.Just a single, scalable platform built for ambitious founders who want to move fast, stay compliant, and grow with confidence.Why Join Us Now?You’ll be joining a business with strong momentum, clear direction, and real opportunity for progression.£18m annual revenue, including £9m ARROver 1 million companies formedCertified B Corp and Carbon Neutral BusinessForecast to grow 5x–10x over the next three yearsThe RoleWe're looking for a people-first, Customer 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 ResponsibilitiesLead 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 usWalk clients through their key responsibilities in a clear, jargon-free way, including relevant compliance milestones like filing deadlines, VAT and PAYE registration, and Corporation TaxGive clients a guided orientation of their accounting tools (e.g. Xero), so they feel confident from day oneIdentify additional services a client may need (e.g. payroll, VAT) and flag these internally for follow-upEnsure all client details are accurately captured in internal systemsDocument and hand over all relevant information to the Customer Service and Retention teams at the close of onboardingSpot early risks (e.g. clients who seem disengaged or behind on setup) and escalate to relevant stakeholdersContribute to refining the onboarding process and improving the client experience over timeWhat We're Looking ForProven experience running client-facing onboarding calls, welcome calls, or structured video-based client sessions - this is the most important thing we're hiring forA natural communicator: warm, structured, and able to put people at ease on a callComfortable following and adapting a prepared script while keeping the conversation feeling naturalConfident explaining processes and obligations to clients who are new to accounting and business adminBasic familiarity with UK statutory requirements for small businesses (e.g. Corporation Tax, Self-Assessment, VAT thresholds, PAYE) - you don't need to be an accountant, but you should be able to explain these clearly to a first-time founderAny experience with cloud accounting platforms like Xero or QuickBooks is a bonus. We will provide full trainingStrong documentation habits and the ability to prepare clean handovers for internal teamsComfortable managing several active onboarding processes simultaneously What We Offer£32,000–£36,000 salary and comprehensive benefits packageHybrid working model (3 days in office; 2 days from home)A genuine opportunity to shape and build processes from scratchClear progression pathways as the practice scalesA culture that values ownership, impact, and continuous improvement Equal Opportunities1st 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.Compensation: £32K – £36K • £32K – £36KFind Jobs in United Kingdom on Arbeitnow