Customer Experience Specialist - Accounting

📋 Description

• First point of contact for small business owners, bookkeepers, and accountants to maximize Xero
• Handle queries via phone, email, and chat with Salesforce as the core case tool
• Proactive outreach to help customers unlock more value from Xero’s tools
• Develop accounting fundamentals knowledge to support users from new to seasoned professionals
• Collaborate across teams to resolve customer queries efficiently

🎯 Requirements

• An accounting or bookkeeping qualification level 5+ or working towards one
• Clear, confident communication on phone, email, or chat
• Strong problem-solving and persistence in resolving queries
• Comfort with outbound calls and outbound engagement
• Ability to build trust with customers and maintain service quality
• Experience in a service environment with quality/turnaround targets