Xero

3 months ago

Customer Experience Specialist - Accounting

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Join Xero as a Customer Experience Specialist to guide small businesses, bookkeepers, and accountants through using Xero’s features. You’ll blend proactive outreach with efficient problem-solving, using Salesforce and AI tools to drive activation and retention while delivering world-class support across channels.

Location: Milton Keynes

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Key Responsibilities

•Provide world-class support and guidance to customers across channels to maximize product value and satisfaction.
•Leverage Salesforce to accurately capture customer details and ensure seamless service.
•Utilize Generative AI and other tools to enhance delivery of the customer experience.
•Resolve accounting queries from new users and seasoned professionals using accounting fundamentals.
•Collaborate with the Customer Experience team to drive activation, retention, and positive outcomes.

Key Requirements

•Strong foundation in accounting or bookkeeping, through a completed qualification or current studies (e.g. AAT Level 4, or equivalent)
•Clear and concise communication, able to explain complex information via phone or email
•Experience in a service-oriented environment with meeting quality targets and solving problems efficiently
•Natural ability to build trust and positive relationships with customers and colleagues
•Confident decision-making that benefits the customer and familiarity with IT suites such as Google Workspace or Microsoft Office

Experience:SaaSFintech

Education:Certification / Diploma

Skills:CommunicationEmpathyProblem-solvingRelationship-buildingAdaptability

Certifications:AAT Level 4Accounting qualification

Tech Stack:SalesforceGenerative AIGoogle WorkspaceMicrosoft Office

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

Website LinkedIn

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Xero

3 months ago

Customer Experience Specialist - Accounting

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Milton Keynes

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Key Responsibilities

•Provide world-class support and guidance to customers across channels to maximize product value and satisfaction.
•Leverage Salesforce to accurately capture customer details and ensure seamless service.
•Utilize Generative AI and other tools to enhance delivery of the customer experience.
•Resolve accounting queries from new users and seasoned professionals using accounting fundamentals.
•Collaborate with the Customer Experience team to drive activation, retention, and positive outcomes.

Key Requirements

•Strong foundation in accounting or bookkeeping, through a completed qualification or current studies (e.g. AAT Level 4, or equivalent)
•Clear and concise communication, able to explain complex information via phone or email
•Experience in a service-oriented environment with meeting quality targets and solving problems efficiently
•Natural ability to build trust and positive relationships with customers and colleagues
•Confident decision-making that benefits the customer and familiarity with IT suites such as Google Workspace or Microsoft Office

Experience:SaaSFintech

Education:Certification / Diploma

Skills:CommunicationEmpathyProblem-solvingRelationship-buildingAdaptability

Certifications:AAT Level 4Accounting qualification

Tech Stack:SalesforceGenerative AIGoogle WorkspaceMicrosoft Office

Company Brief

Xero

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

Website LinkedIn