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 Marketing Retention Lead to own client engagement, lifecycle marketing, and retention across our Accounting-as-a-Service division.
Working with a high-volume client base (hundreds to thousands of small businesses), you’ll design and execute targeted campaigns to improve engagement, reduce churn, and increase client lifetime value. You’ll use CRM data, behavioural signals, and usage patterns to identify at-risk or disengaged clients and proactively intervene through scalable marketing initiatives.
This role sits at the intersection of Marketing, Operations, and Customer Success, and is key to making our low-touch, high-volume model successful.
Own retention and engagement strategy across the client lifecycle
Design and execute targeted email campaigns based on client behaviour, usage, and risk signals
Use CRM data to identify at-risk, disengaged, or underutilising clients and define intervention strategies
Build automated lifecycle journeys (onboarding, activation, engagement, reactivation)
Continuously analyse campaign performance and optimise based on open rates, engagement, churn, and conversion metrics
Segment the client base effectively to deliver relevant and timely communications at scale
Collaborate with Customer Success to align on at-risk accounts and key friction points
Test and iterate on messaging, timing, and channels to improve outcomes
Proven experience in CRM and lifecycle marketing, with a strong focus on retention
Experience managing high-volume customer bases (thousands of users/customers), ideally in subscription or SaaS environments
Hands-on experience building and executing email campaigns and automated journeys (e.g. HubSpot, Salesforce, Braze, etc.)
Strong analytical skills: comfortable working with data to identify risk signals and measure campaign performance
Experience segmenting audiences and personalising communications at scale
Commercial mindset with a clear understanding of churn, retention, and customer lifetime value
Ability to work cross-functionally with Marketing, Operations, and Customer Success teams
What We Offer
£45-60k 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.