Customer Retention Executive

1st Formations

We’re looking for a data-driven Retention Marketing Manager to own email-led retention performance across our Accounting-as-a-Service division. Working with a high-volume client base, you’ll be responsible for reducing involuntary and voluntary churn through a disciplined data-driven email retention programme. You will own the strategy and day-to-day execution of retention-specific email journeys, from early-tenure engagement to save and win-back flows.   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 data-driven and commercially minded Retention Marketing Manager to own email-led retention across our Accounting-as-a-Service division. You'll work with a high-volume client base to design and execute targeted campaigns that reduce churn, with a particular focus on the free period and the first year of paid monthly subscriptions. You’ll use CRM data, behavioural signals, and usage patterns to identify at-risk or disengaged clients and proactively intervene through scalable marketing initiatives.   Key Responsibilities * Own and continuously optimise the end-to-end email retention programme for the month-to-month subscriber base. * Design, build and iterate save flows targeting subscribers at elevated churn risk, using behavioural and transactional signals to trigger timely interventions. * Develop and maintain segmentation frameworks that reflect subscription tenure, engagement depth and cancel-intent indicators. * Run a structured testing programme across subject lines, send cadence, offer mechanics, and message framing to improve save rates and reduce passive churn. * Monitor and report on core retention email metrics: save rate, cancel deflection, reactivation rate, open-to-save conversion, and revenue retained. * Partner with our Business Information Team to identify leading churn indicators and feed these into automated trigger logic. * Collaborate with Director of Lifecycle Marketing and other stakeholders to ensure retention email activity is sequenced correctly and does not conflict with acquisition or engagement programmes. * Work with the Legal Team to ensure all retention communications meet regulatory. What We're Looking For * Demonstrable experience managing retention email programmes within a high-volume monthly subscription-based environment. * Hands-on experience building and executing email campaigns and automated journeys (e.g. HubSpot, Salesforce, Braze, etc.) * Experience managing large customer bases (thousands of users/customers), ideally in subscription or SaaS models * Strong analytical skills, with the ability to translate data into actionable retention strategies * Experience segmenting audiences and personalising communications at scale * Commercial mindset with a clear understanding of churn and retention * Ability to operate independently and work cross-functionally with other departments What We Offer * £65–90k and comprehensive benefits package * Hybrid working model * High-impact role with ownership of retention performance * 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.

1st Formations

We are looking for an Onboarding Specialist 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 people-first, client-focused Onboarding Specialist 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 Responsibilities * Lead 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 us * Walk clients through their key responsibilities in a clear, jargon-free way, including relevant compliance milestones like filing deadlines, VAT and PAYE registration, and Corporation Tax * Give clients a guided orientation of their accounting tools (e.g. Xero), so they feel confident from day one * Identify additional services a client may need (e.g. payroll, VAT) and flag these internally for follow-up * Ensure all client details are accurately captured in internal systems * Document and hand over all relevant information to the Customer Service and Retention teams at the close of onboarding * Spot early risks (e.g. clients who seem disengaged or behind on setup) and escalate to relevant stakeholders * Contribute to refining the onboarding process and improving the client experience over time What We're Looking For * Proven experience running client-facing onboarding calls, welcome calls, or structured video-based client sessions - this is the most important thing we're hiring for * A natural communicator: warm, structured, and able to put people at ease on a call * Comfortable following and adapting a prepared script while keeping the conversation feeling natural * Confident explaining processes and obligations to clients who are new to accounting and business admin * Basic 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 founder * Any experience with cloud accounting platforms like Xero or QuickBooks is a bonus. We will provide full training * Strong documentation habits and the ability to prepare clean handovers for internal teams * Comfortable managing several active onboarding processes simultaneously   What We Offer * £32,000–£35,000 salary and comprehensive benefits package * Hybrid working model (3 days in office; 2 days from home) * A genuine opportunity to shape and build processes from scratch * Clear progression pathways as the practice scales * A culture that values ownership, impact, and continuous improvement   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.

1st Formations

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 proactive Credit Controller to join BSQ Group, working closely with our accountancy-as-a-service arm to manage collections, credit risk, and client account health across a growing portfolio of SME and startup clients. This is a hands-on role suited to someone who thrives in a fast-paced, scaling business and is comfortable balancing firm-but-fair collections with the kind of client relationship management that protects long-term retention. Key Responsibilities * Manage the end-to-end collections process for a portfolio of client accounts, chasing outstanding invoices via phone and/or email. * Reconcile customer accounts and resolve queries or disputes in collaboration with the accountancy service delivery team * Monitor aged debt reports and proactively flag at-risk accounts, escalating in line with credit control policy * Set appropriate credit limits and payment terms for new and existing clients, working with onboarding and sales teams * Liaise closely with the Accountancy-as-a-Service team to ensure billing accuracy and resolve any discrepancies between service delivery and invoicing * Maintain accurate, up-to-date records of collections activity, promises to pay, and account notes in the finance system * Produce regular debtor reports and cashflow forecasts for the finance leadership team * Negotiate payment plans for clients in financial difficulty, balancing commercial sensitivity with cash collection targets * Support month-end close by ensuring debtor ledger accuracy and minimising bad debt provisions * Identify process improvements to reduce DSO (Days Sales Outstanding) and improve collections efficiency What We Are Looking For * Proven experience in a credit control or collections role, ideally within a B2B, subscription, or professional services environment * Experience working with or alongside accountancy, bookkeeping, or financial services products is highly desirable * Strong communication and negotiation skills, with the ability to manage difficult conversations professionally * Confident using accounting/finance software (e.g. Xero, Sage, or similar) and comfortable with Excel/Google Sheets for reporting * A commercially minded approach - understanding that credit control decisions can affect wider client relationships * Highly organised, with strong attention to detail and the ability to manage a high volume of accounts * CICM qualification (or working towards) is a plus but not essential * A collaborative mindset, comfortable working cross-functionally with accountancy, sales, and onboarding teams What We Offer * £32-35k and comprehensive benefits package * Hybrid working model * 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.