Client Retention & Growth Specialist

1st Formations is seeking a Customer Retention Executive to protect and grow long-term client relationships across formations and compliance services, with added support for retention on our Accounting-as-a-Service product. You will own the retention experience, engaging with small business clients, company directors, and accountancy professionals to resolve issues, reduce churn, and deepen relationships.

In this role you will balance customer advocacy with commercial objectives, turning at-risk

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