1st Formations
An Onboarding Specialist at 1st Formations guides startup founders and small business owners through the initial setup of their Accounting-as-a-Service product. The role involves conducting structured video calls to explain statutory obligations, orienting clients on tools like Xero, and ensuring a smooth transition into the long-term service model.
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.
52% below the average for this role