Xero Trainer

About 1st Formations

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 proactive and structured Xero Trainer to drive adoption and effective use of Xero across both our internal teams and client base.

This role sits within our Accounting-as-a-Service division and is critical to ensuring that employees and clients alike are confident, efficient, and self-sufficient when using Xero. You’ll design and deliver training, create scalable learning resources, and act as the internal go-to expert for Xero-related knowledge.

You will play a key role in reducing support volume, improving onboarding quality, and increasing overall client engagement with the platform.

Key Responsibilities

• Design and deliver structured Xero training programmes for internal teams (Onboarding, Customer Success, Marketing, etc.)

• Create clear, scalable training materials (video tutorials, guides, help centre content) for both internal and client use

• Own onboarding enablement from a Xero perspective — ensuring clients understand how to use the platform effectively from day one
  Act as the internal subject matter expert for Xero-related queries and best practices

• Support Customer Success with more complex or recurring Xero-related queries when needed

• Identify common friction points in how clients and teams use Xero, and proactively address them through training and content

• Collaborate with Customer Success and Onboarding teams to reduce inbound support queries through better education

What We're Looking For

• Strong hands-on experience with Xero - essential (ideally certified or equivalent practical experience)

• Background in accounting, bookkeeping, or a client-facing role within an accounting or SaaS environment

• Experience delivering training, workshops, or creating educational content (videos, guides, webinars)

• Ability to explain complex processes in a simple, structured, and user-friendly way

• Comfortable working in a high-volume, low-touch client environment

• Strong organisational skills and ability to build scalable processes

• Proactive mindset: able to identify problems and solve them before they become support issues

What We Offer

• Competitive salary and comprehensive benefits package

• Hybrid working model

• Opportunity to be part of the launch of a new product

• 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.