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© All Rights Reserved. ApplyBlast.com
1st Formations
The Customer Onboarding Executive will lead structured video onboarding calls with new clients of the Accounting-as-a-Service product, guiding founders through statutory obligations, accounting tools, and identifying additional service needs. The role focuses on delivering a clear, reassuring experience, capturing client information accurately, and handing over to internal teams while spotting early risks.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for 1st Formations.
37% below the average for this role