Small Business Onboarding Specialist

Xero
Milton Keynes
Workplace: HybridFull timeFunction: SalesSkills: ["Communication","Independent prioritization","Stakeholder communication","Time management","Virtual presentation delivery"]

Guide new and prospective small business subscribers through their first 90 days with Xero by running discovery conversations, delivering tailored product demos, and leading hands-on onboarding. Manage inbound trial interest and qualify prospect needs to support purchase decisions, using CRM tools to track customer progress. Help customers expand through ecosystem app integrations, while translating accounting workflows into plain language and delivering virtual webinars and product walk-throughs.

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FursaFursa
Xero
Xero
1 day ago

Small Business Onboarding Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Guide new and prospective small business subscribers through their first 90 days with Xero by running discovery conversations, delivering tailored product demos, and leading hands-on onboarding. Manage inbound trial interest and qualify prospect needs to support purchase decisions, using CRM tools to track customer progress. Help customers expand through ecosystem app integrations, while translating accounting workflows into plain language and delivering virtual webinars and product walk-throughs.
Location: Milton Keynes
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Conduct discovery conversations to understand customer needs and guide their onboarding journey.
  • •Deliver live product demonstrations and webinars via Google Meet (e.g., bank feeds, invoicing, reporting).
  • •Manage inbound trial interest, qualify prospects, and guide them through the purchase decision.
  • •Use Salesforce or HubSpot to manage the customer pipeline and track progress.
  • •Identify opportunities for customers to expand via ecosystem app integrations.

Key Requirements

  • •Experience in an onboarding or sales-focused role where you managed a pipeline to meet target goals.
  • •Strong communication skills to explain technical or accounting workflows in plain language for small business owners.
  • •Hands-on experience using CRM tools such as Salesforce or HubSpot to manage customer interactions.
  • •Ability to prioritize independently and manage a varied workload in a fast-paced environment.
  • •Understanding of core small business accounting tasks like invoicing, payments, and reconciliations (beneficial).
Skills:CommunicationIndependent prioritizationStakeholder communicationTime managementVirtual presentation delivery
Tech Stack:SalesforceHubSpotGoogle Meet

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