Customer Experience Specialist - Accounting

📋 Description

• Managing customer queries across phone, email, and chat with Salesforce as the core tool
• Running proactive outreach to help customers unlock more value from Xero accounting tools
• Building accounting fundamentals knowledge across the team to support all users
• Exploring how generative AI and new technology can improve customer support

🎯 Requirements

• Accounting or bookkeeping qualification level 5+ or working towards one.
• Clear, confident communication on phone, email, or chat.
• Strong problem-solving; resolves tricky queries.
• Comfort with outbound calls and responding to customers.
• Builds trust with new contacts; strong interpersonal skills.
• Experience in a service environment; meets quality targets.