Small Business Onboarding Specialist @Xero

Overview

The role involves being a Small Business Onboarding Specialist at Xero, responsible for managing the complete customer journey from initial contact through the first 90 days. This position combines sales and onboarding expertise to transform prospects into engaged customers.

Key Responsibilities

• Handle inbound leads and convert them through discovery, product demonstrations, and onboarding sessions.
• Own personal pipeline and progress opportunities from first contact to subscription activation.
• Run 1:1 and group onboarding sessions covering core workflows like invoicing, bills, payments, and bank feeds.
• Facilitate warm handoffs to ecosystem partners and the customer success team.

Requirements

• Excellent communication skills with the ability to simplify complex accounting concepts.
• Self-motivated and capable of managing workloads without micromanagement.
• Experience in a sales or onboarding role, with a track record of meeting conversion targets.
• Familiarity with CRM systems such as Salesforce or HubSpot.
• Collaborative mindset, sharing insights to improve sales and onboarding practices.

Benefits

Xero offers a flexible, hybrid working style supporting team connections and individual flexibility.

Location

Hybrid role with 3 days in the office and 2 days working from home, based in Melbourne, Australia.

How to Apply

Interested candidates are encouraged to apply, even if their experience does not perfectly match the position's criteria.