Onboarding Executive at 1st%20formations

We are looking for an Onboarding Executive to set new clients up for success from the moment they join our Accounting-as-a-Service product. This person will take ownership of the onboarding process, helping startup founders and small business owners understand their responsibilities, configure essential tools like Xero, and transition smoothly into our long-term service model. 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. 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 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 detail-driven and client-focused Onboarding Executive to set new clients up for success from the moment they join our Accounting-as-a-Service product. You’ll take ownership of the onboarding process, helping startup founders and small business owners understand their responsibilities, configure essential tools like Xero, and transition smoothly into our long-term service model.   Key Responsibilities - Lead structured onboarding sessions with new clients, explaining services, systems, and statutory obligations - Configure and set up core systems such as Xero in alignment with accountancy best practices - Guide clients through initial compliance requirements (e.g. UTRs, VAT/PAYE registration) and filing deadlines - Clearly explain key responsibilities, communication processes, and what to expect from our team - Identify additional services the client may need (e.g. payroll, VAT) and support internal upsell conversations where appropriate - Ensure all client details are accurately captured in internal systems - Document and hand over all relevant information to the Customer Service and Retention teams - Spot risks early (e.g. clients falling behind on setup) and raise flags to relevant stakeholders - Contribute to refining onboarding processes and improving the client experience from day one What We're Looking For - Experience onboarding clients in a professional services, SaaS, or accountancy environment (UK accounting industry experience is a plus) - Understanding of UK compliance requirements (e.g. Corporation Tax, Self-Assessment, VAT thresholds, AML, payroll obligations) - Familiarity with Xero or other cloud-based accounting tools like QuickBooks, Dext, or Sage - Excellent communication skills: able to explain complex processes in a simple, supportive way - Proven ability to run structured client calls and keep sessions focused and productive - Confident working with small business owners and startup clients who are new to accounting concepts - Strong documentation habits: able to prepare clean, accurate handovers for internal teams - Comfortable managing multiple concurrent onboarding processes   What We Offer - Up to £40k and comprehensive benefits package - Hybrid working model (3 days in office; 2 days from home) - 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.