Small Business Onboarding Specialist

Xero
Auckland
Workplace: HybridFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Self-motivation","Independent prioritization","Customer-focused collaboration","Data-informed decision-making"]

Own the end-to-end onboarding journey for small businesses, from first contact through their first 90 days with Xero. Lead consultative discovery, deliver product demonstrations, and guide customers through setup and adoption of core workflows like invoicing, bills, payments, and bank feeds. Manage your pipeline to drive subscription activation, run 1:1 and group onboarding sessions, and create warm handoffs to partners and the customer success team to support long-term growth.

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FursaFursa
Xero
Xero
5 days ago

Small Business Onboarding Specialist

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Own the end-to-end onboarding journey for small businesses, from first contact through their first 90 days with Xero. Lead consultative discovery, deliver product demonstrations, and guide customers through setup and adoption of core workflows like invoicing, bills, payments, and bank feeds. Manage your pipeline to drive subscription activation, run 1:1 and group onboarding sessions, and create warm handoffs to partners and the customer success team to support long-term growth.
Location: Auckland
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Own the complete customer journey from first contact through the first 90 days with Xero.
  • •Run consultative conversations and deliver product demonstrations to convert prospects into customers.
  • •Guide small business owners through setup and adoption of core workflows including invoicing, bills, payments, and bank feeds.
  • •Manage your personal pipeline from first contact to subscription activation.
  • •Facilitate warm handoffs to ecosystem partners and the customer success team as customer needs expand.

Key Requirements

  • •Demonstrated success in a sales or onboarding role, managing your own pipeline and hitting conversion targets.
  • •Excellent communication skills with the ability to translate complex accounting concepts for small business owners.
  • •Strong understanding of small business workflows and accounting processes to credibly address customer challenges.
  • •Comfort working in a target-driven environment and managing priorities independently without micromanagement.
  • •Experience with CRM systems and tools such as Salesforce or HubSpot, using data to guide your approach.
Experience:Small businessAccountingCRM
Skills:CommunicationSelf-motivationIndependent prioritizationCustomer-focused collaborationData-informed decision-making
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