Retention Marketing Manager

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 HubSpot is core to how the business runs, spanning customer service, sales, retention, compliance and marketing. We're looking for someone who can both build on the platform and think strategically about it- writing custom code and integrations where standard configuration falls short, while keeping a clear view of HubSpot's evolving feature set to inform what we build next and why. This is a hands-on technical role with a strategic edge, sitting within the Operations Team and working closely with the Director of Operations to turn business problems into HubSpot solutions, and HubSpot capability into business opportunity. Key Responsibilities Technical delivery * Design, build and maintain custom code on HubSpot (workflow actions, serverless functions, custom objects) and API-based integrations with third-party systems (e.g. identity verification, Companies House, billing) * Own technical delivery of HubSpot projects end to end — scoping, build, testing, deployment * Build and maintain integrations with other tools in the stack, ensuring data integrity and reliable sync * Troubleshoot HubSpot workflows, automations and integrations, liaising with vendors and developers as needed * Document all custom builds so solutions remain supportable beyond the original developer Strategy & capability planning * Maintain current knowledge of HubSpot's feature set across all Hubs and licensing tiers, including new/beta features * Translate platform capability into practical opportunity, identifying where HubSpot can replace manual process or unlock new functionality * Feed technical input into the HubSpot roadmap and advise on build vs. buy vs. configure decisions * Track the wider HubSpot ecosystem (App Marketplace, partner integrations, AI features) and flag relevant developments Collaboration & leadership * Partner with the Director of Operations to align technical builds with the CI Programme and business priorities * Act as the technical point of contact for HubSpot across Customer Service, Compliance, CoSec, Retention and Outbound Sales * Manage relationships with HubSpot and third-party development vendors, including scoping and reviewing delivery * Mentor and direct junior technical/CRM resource as the role grows What We Are Looking For * Proven experience building custom code on HubSpot (custom coded actions, serverless functions) and working with the HubSpot API * Strong working knowledge of HubSpot CRM across multiple Hubs, including workflows, automation, custom objects and reporting * Experience integrating HubSpot with third-party systems via API or middleware * Comfortable working independently to scope and deliver technical solutions, while keeping non-technical stakeholders informed in plain language * Strong analytical mindset: able to assess a business problem and judge the right technical or platform-led solution * HubSpot certifications (e.g. CMS for Developers, Platform Consulting) * Experience in a regulated, compliance-heavy, or operations-led environment * Familiarity with identity verification or KYC tooling (e.g. Onfido) * Exposure to Lean / continuous improvement methodology * Front-end development experience (JavaScript, HTML/CSS) for CMS or custom UI work What We Offer * £60-70k 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.

1st Formations

Customer Retention Executive We are looking for a Customer Retention Executive to protect and grow our long-term client relationships across our Accounting-as-a-Service product. This person will take ownership of at-risk accounts, working closely with accountancy professionals and small business clients to resolve issues, reduce churn, and identify opportunities to deepen the relationship over time. 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 commercially minded, customer-focused Customer Retention Executive to protect and grow our client base across our Accounting-as-a-Service product. You'll own the retention experience — proactively engaging with customers, understanding their needs, and stepping in early when accounts show signs of risk. This is a relationship-driven role at its core: you'll balance customer advocacy with commercial objectives, turning at-risk accounts into loyal, long-term clients. Key Responsibilities • Proactively engage with existing customers to understand their needs, address concerns, and identify opportunities to retain and grow accounts through tailored solutions and timely interventions • Take ownership of at-risk customers, managing objections and resolving service issues to rebuild confidence and prevent churn • Act as a trusted point of contact for accountancy professionals and small business clients, balancing customer advocacy with commercial objectives • Collaborate closely with internal teams to deliver outcomes that reinforce customer confidence and loyalty • Analyse customer behaviour and monitor retention and usage metrics across our accountancy-focused platforms to identify at-risk accounts early • Continuously refine engagement strategies based on data to improve customer lifetime value • Maintain accurate, up-to-date records of customer interactions, risk flags, and outcomes in internal systems What We're Looking For • Proven experience in a customer retention, account management, or client relationship role, ideally within the accountancy sector or accountancy technology platforms • Commercially minded and customer-focused, with a strong ability to build lasting client relationships and reduce churn in a fast-paced environment • Confident managing objections and resolving service issues while keeping the client's confidence intact • Good understanding of accountancy workflows and practitioner challenges, so you can offer solutions that genuinely reflect client needs • Data-driven and resilient: comfortable analysing customer behaviour and retention/usage metrics to inform your approach • Motivated by results, with a track record of improving customer lifetime value and delivering a consistent, positive customer experience • A strong collaborator, able to work closely with internal teams to escalate and resolve issues What We Offer • £30,000-£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 retention 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

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.