Small Business Onboarding Specialist

📋 Description

• Own the full customer journey from first contact to 90 days post‑start
• Conduct discovery, product demos, and guided onboarding sessions
• Guide small business owners through setup and adoption of Xero
• Own personal pipeline and drive subscription activation
• Collaborate with marketing, CS, and product to improve onboarding
• Focus on creating smooth, valuable onboarding experiences

🎯 Requirements

• Strong communication; translate accounting concepts for small business owners
• Self‑motivation; able to manage workload and hit targets
• Sales or onboarding experience; manage pipeline and conversions
• Comfort with CRM systems (Salesforce, HubSpot) and data‑driven approach
• Team player with cross‑functional collaboration
• Experience with invoicing, payments, and banking workflows is a plus

🎁 Benefits

• Hybrid work: 3 days in office, 2 days remote
• Flexible working style to balance team connection and autonomy
• Publicly reported metrics and growth opportunities