Small Business Onboarding Specialist @Xero

Overview

The role of Small Business Onboarding Specialist involves owning the complete customer journey from initial contact through the first 90 days with Xero. This includes combining discovery, sales, and onboarding expertise to convert prospects into successful customers.

Key Responsibilities

• Manage the onboarding process for small business customers, focusing on their first 90 days.
• Conduct consultative conversations and deliver product demonstrations.
• Guide small business owners through setup and adoption of Xero tools.
• Handle inbound leads and convert them through discovery and onboarding sessions.
• Run 1:1 and group onboarding sessions covering workflows like invoicing and payments.
• 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 able to manage workload without micromanagement.
• Experience in a sales or onboarding role with proven success in managing a pipeline.
• Comfortable using CRM systems and tools like Salesforce or HubSpot.
• Collaborative mindset with cross-functional teams.

Benefits

• Flexible working style with 3 days in the office and 2 days remote work.
• Opportunity to build workplace relationships while enjoying remote work autonomy.

Location

Hybrid role based in Sydney, Australia.

How to Apply