Small Business Onboarding Specialist

📋 Description

• Guide new and prospective subscribers through their initial journey with Xero
• Run discovery conversations, host tailored product demonstrations, and lead hands-on onboarding
• Deliver live product demonstrations and webinars via Google Meet to showcase core features like
• Manage inbound trial interest, qualify prospect needs, and guide small businesses through the
• Utilize tools such as Salesforce or HubSpot to manage your customer pipeline and track progress
• Identify opportunities for customers to expand their setup with ecosystem app integrations

🎯 Requirements

• Experience in an onboarding or sales-focused role where you have managed a pipeline to meet target
• Strong communication abilities that allow you to translate technical or accounting workflows into
• Track record of using CRM tools like Salesforce or HubSpot to manage customer interactions and
• Proven capability to prioritize tasks independently and manage a varied workload in a fast-paced
• Understanding of core small business accounting tasks, such as invoicing, payments, and
• Comfortable leading virtual presentations, webinars, or product walk-throughs for small groups

🎁 Benefits

• Flexible working setup
• Hybrid environment with dedicated office spaces and modern facilities
• Scheduled boost days to collaborate in person with your wider team
• Hiring based on skills, passion, and unique perspective