Small Business Onboarding Specialist

Xero
Melbourne
Workplace: HybridFull timeFunction: SalesSkills: ["Communication","Self-motivation","Collaboration","Consultative selling","Time management"]

Own the end-to-end onboarding journey from first contact through a customer’s first 90 days. Conduct consultative discovery, deliver product demonstrations, and guide small business owners through setup and adoption. Manage your own pipeline and progress from initial interest to subscription activation, run 1:1 and group onboarding sessions, and facilitate warm handoffs to partners and customer success as needs expand. Collaborate with cross-functional teams to improve onboarding and retention outcomes.

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FursaFursa
Xero
Xero
3 days ago

Small Business Onboarding Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Own the end-to-end onboarding journey from first contact through a customer’s first 90 days. Conduct consultative discovery, deliver product demonstrations, and guide small business owners through setup and adoption. Manage your own pipeline and progress from initial interest to subscription activation, run 1:1 and group onboarding sessions, and facilitate warm handoffs to partners and customer success as needs expand. Collaborate with cross-functional teams to improve onboarding and retention outcomes.
Location: Melbourne
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Own the customer journey from first contact through the first 90 days, guiding prospects to thriving customers.
  • •Run consultative discovery conversations, deliver product demonstrations, and lead guided onboarding sessions.
  • •Handle inbound leads and convert them through discovery, demos, and onboarding; manage your personal pipeline to subscription activation.
  • •Lead 1:1 and group onboarding sessions covering core workflows like invoicing, bills, payments, and bank feeds.
  • •Identify and facilitate warm handoffs to ecosystem partners and the customer success team as customers expand their needs.

Key Requirements

  • •Excellent communication skills, with the ability to explain complex accounting concepts in a way small business owners understand.
  • •Demonstrated success in a sales or onboarding role, managing your own pipeline and hitting conversion targets.
  • •Comfort working with CRM systems and tools such as Salesforce or HubSpot, using data to inform your approach.
  • •Curiosity about small business workflows and accounting processes to build credibility in consultative customer conversations.
  • •Ability to collaborate cross-functionally and use customer insights to improve sales and onboarding practices.
Experience:Small business
Skills:CommunicationSelf-motivationCollaborationConsultative sellingTime management
Tech Stack:SalesforceHubSpot

Company Brief

Xero
Provides cloud-based accounting, payroll, and financial management software for small and medium-sized businesses, enabling invoicing, bank reconciliation, reporting, and integrations with third-party apps globally.
Industry: Enterprise Software
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Wellington, New Zealand
Founded: 2006
WebsiteLinkedIn