Customer Success & Sales
Field free consultations, sign new clients up, and make sure their onboarding is effortless — the bridge between a great first call and a happy long-term client.
Apply for this role →About the role
The ideal hire owns the full front-of-house journey: taking free consultation calls, helping prospective clients choose the right package, signing them up, and then making sure onboarding completes smoothly. Part sales, part relationship-building — you're the reason a prospect becomes a client and a client stays one.
What you'll do
- Run free consultation calls and recommend the right GoForma package
- Convert enquiries into clients and guide them through sign-up
- Own onboarding so new clients are set up quickly and feel looked after
- Spot opportunities to help existing clients with the right add-ons
What we're looking for
- A track record in sales, account management or customer success
- Genuinely personable on the phone and great at building trust quickly
- Organised enough to manage a pipeline and follow up reliably
- Comfortable explaining services clearly (accounting knowledge is a bonus, not a must)
- Right to work in the UK
Nice to have
- Experience in a professional-services or B2B SaaS environment
- Familiarity with CRM and onboarding tools
About GoForma
GoForma is a UK accountancy practice giving contractors, freelancers, limited companies and small businesses a real, dedicated accountant — backed by modern, cloud-first tools. We're ACCA & AAT qualified, FreeAgent Platinum Partners and an HMRC-recognised agent, and we're growing.