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As a Small Business Onboarding Specialist at Xero, you will guide new and prospective subscribers through their initial journey with the accounting platform. You will run discovery conversations, host tailored product demonstrations, and lead hands-on onboarding sessions to turn interested leads into confident users who unlock full platform value.
Your focus centers on helping small business owners simplify their daily operations. From resolving early setup friction to introducing ecosystem apps that suit their needs, your work directly shapes their long-term success and drives platform adoption across their first 90 days.
You will join a consultative sales and activation group that bridges top-of-funnel customer interest and early platform adoption. The team works closely with small business sales, marketing, customer success, and product specialists to share insights and continuously improve the customer journey.
Initially, the role will involve delivering live product demonstrations and webinars via Google Meet to showcase core features like bank feeds, invoicing, and reporting. You will manage inbound trial interest, qualify prospect needs, and guide small businesses through the purchase decision. You will utilize CRM tools such as Salesforce or HubSpot to manage your customer pipeline and track progress. You will identify opportunities for customers to expand their setup with ecosystem app integrations.
The position offers a flexible hybrid working setup with dedicated office spaces and modern facilities, alongside scheduled boost days to collaborate in person with your wider team. You will work independently to prioritize tasks and manage a varied workload in a fast-paced setting. An understanding of core small business accounting tasks such as invoicing, payments, and reconciliations is beneficial.
