Small Business Onboarding Specialist

📋 Description

• Own the complete customer journey from first contact through first 90 days with Xero.
• Conduct consultative conversations, product demos, and guide onboarding for small business owners.
• Translate accounting concepts into clear language for non-experts.
• Manage your own pipeline and drive conversion of inbound leads to subscriptions.
• Collaborate with marketing, customer success, and product to refine onboarding.
• Deliver smooth, valuable onboarding experiences to set customers up for long-term success.

🎯 Requirements

• Experience in sales or onboarding with personal pipeline management.
• Proficiency with CRM systems (Salesforce or HubSpot).
• Ability to leverage data to inform approach and decisions.
• Strong communication skills; able to explain accounting concepts simply.
• Comfort with a hybrid work environment and target-driven metrics.

🎁 Benefits

• Hybrid work arrangement: 3 days in office, 2 days remote.
• Flexible working style balancing team connection with autonomy.
• Opportunities to influence onboarding practices and customer experience.