Small Business Onboarding Specialist @Xero

Overview

The role involves a Small Business Onboarding Specialist at Xero, responsible for managing the customer journey from initial contact through their first 90 days. This specialist will convert prospects into customers by running consultative conversations, delivering product demonstrations, and facilitating setup and adoption of Xero's services.

Key Responsibilities

• Handle inbound leads and convert them through discovery, product demonstrations, and guided onboarding sessions.
• Own a personal pipeline and progress opportunities from first contact to subscription activation.
• Run individual and group onboarding sessions covering workflows such as invoicing, bills, payments, and bank feeds.
• Identify and facilitate warm handoffs to ecosystem partners and the customer success team.

Requirements

• Excellent communication skills with the ability to simplify complex accounting concepts for small business owners.
• Self-motivated with the ability to manage workload and priorities independently.
• Experience in a sales or onboarding role with a proven track record of managing a pipeline and meeting conversion targets.
• Comfortable using CRM systems like Salesforce or HubSpot to inform strategies.
• Ability to collaborate with cross-functional teams and share customer insights.

Benefits

Xero supports a flexible, hybrid working style, allowing for strong workplace relationships while enjoying remote work autonomy.

Location

This role is based in New Zealand (NZ) and involves a hybrid working structure. The position requires 3 days in the office and 2 days working from home.

How to Apply

Interested candidates are encouraged to apply, even if their experience doesn’t match perfectly. Xero values skills, passion, and unique perspectives that enhance the team.