Onboarding Executive

1St%20Formations · Covent Garden - Hybridmid

In short

▸Ejecutivo de incorporación centrado en el cliente que guía a nuevos emprendedores en su onboarding con llamadas estructuradas por video.
▸Se encarga de explicar procesos legales y contables en inglés claro, usando herramientas como Xero y documentando todo para equipo interno.
▸Destacado: tienes la oportunidad de ayudar a construir y perfeccionar el proceso de onboarding desde cero en una empresa en rápido crecimiento.

No se requiere inglés, pero se espera comunicación clara en inglés durante las llamadas.

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What they ask for

✓Experiencia probada en llamadas de incorporación o bienvenida cara a cara con clientes.
✓Capacidad natural para comunicar con calidez, claridad y estructura en llamadas.
✓Habilidad para seguir un guion preparado manteniendo la conversación natural.
✓Comodidad explicando obligaciones legales y contables básicas en el Reino Unido a fundadores novatos.
✓Hábitos sólidos de documentación y preparación de entregas claras al equipo interno.
✓Capacidad para gestionar múltiples procesos de onboarding al mismo tiempo.

Don't tick every box? That's normal — your free dossier shows your gaps and how to cover them in the interview.

XeroQuickBooksVideo callsInternal systemsStructured scriptCustomer Service teamsRetention teamsCompliance milestonesVAT registrationPAYE registration

Who should you write to at 1St%20Formations?

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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 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. g. g. g. 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 founder Any experience with cloud accounting platforms like Xero or QuickBooks is a bonus.

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