1st Formations
Accounting-as-a-Service
ClientOnboardingExecutive
“Client Onboarding Executive at 1st Formations. Skills: Client Onboarding, Communication, Process Explanation. Lead onboarding video calls. Walk clients through responsibilities”
Industry & Context.
What They're Looking For.
Must Have
Proven experience running client-facing onboarding calls, A natural communicator, Comfortable following and adapting a prepared script, Confident explaining processes and obligations, Basic familiarity with UK statutory requirements, documentation habits, ability to prepare clean handovers, Comfortable managing several active onboarding processes
Nice to Have
Any experience with cloud accounting platforms like Xero or QuickBooks
What You'll Do.
Lead onboarding video calls
Walk clients through responsibilities
Orient clients to accounting tools
Identify additional services
Capture client details
Document and hand over information
Contribute to refining onboarding process
How You'll Work.
Team & Collaboration
Document and hand over all relevant information to the Customer Service and Retention teams; Escalate to relevant stakeholders
Communication Scope
Natural communicator; Warm; Structured; Able to put people at ease on a call; Comfortable explaining processes and obligations
Applying for this Client Onboarding Executive role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Ashby
- Ashby is a fast modern ATS — most applications take under 3 minutes.
- The resume parser is strong; verify parsed experience dates and job titles.
- Custom screening questions are often scored algorithmically — answer completely.
- Location field affects geo-based screening; use your actual metro area.
ANONYMOUS · UNFILTERED
What do employees actually say about 1st Formations?
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