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Customer Retention Executive – Accounting-as-a-Service at 1st Formations | JobVerse
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Customer Retention Executive – Accounting-as-a-Service
1st Formations
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Customer Retention Executive – Accounting-as-a-Service
United Kingdom
Full Time
5 hours ago
$40,000 GBP
No Sponsorship
Apply Now
Key skills
Customer Success
About this role
Role Overview
Proactively engage with at-risk clients to rebuild confidence
Analyse churn and usage patterns to flag disengagement
Hold conversations with clients considering cancellation
Collaborate with internal teams to ensure clients receive high-quality support
Balance customer advocacy with commercial goals
Suggest tailored services based on client needs
Hold regular check-ins with clients
Track customer success metrics and contribute to strategy
Share client feedback and cancellation themes with the business
Requirements
Experience with accounting software (QuickBooks, Xero, Freshboks, Dext)
Proven experience in a retention-focused role
Strong understanding of churn indicators and renewal risk
Experience working with account health metrics
Practical understanding of retention KPIs
Ability to surface cancellation themes or client feedback trends
Familiarity with working cross-functionally
Clear, professional communicator
Benefits
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
Apply Now
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