Small Business Onboarding Specialist

Xero
Sydney
Workplace: HybridFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Self-motivation","Pipeline management","Customer onboarding","Cross-functional collaboration"]

Own the full small-business customer journey from first contact through the first 90 days with Xero. Run consultative discovery conversations, deliver product demonstrations, and guide setup and adoption for invoicing, bills, payments, and bank feeds. Manage your pipeline, lead 1:1 and group onboarding sessions, and ensure warm handoffs to partners and customer success as needs grow. Collaborate with marketing, customer success, and product to improve onboarding and retention.

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FursaFursa
Xero
Xero
4 days ago

Small Business Onboarding Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Own the full small-business customer journey from first contact through the first 90 days with Xero. Run consultative discovery conversations, deliver product demonstrations, and guide setup and adoption for invoicing, bills, payments, and bank feeds. Manage your pipeline, lead 1:1 and group onboarding sessions, and ensure warm handoffs to partners and customer success as needs grow. Collaborate with marketing, customer success, and product to improve onboarding and retention.
Location: Sydney
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Own the end-to-end customer journey from first contact through the first 90 days.
  • •Handle inbound leads through discovery, product demonstrations, and guided onboarding sessions.
  • •Run 1:1 and group onboarding sessions covering invoicing, bills, payments, and bank feeds.
  • •Manage a personal pipeline from first contact to subscription activation and conversion.
  • •Identify and facilitate warm handoffs to ecosystem partners and the customer success team as customers expand needs.

Key Requirements

  • •Experience in a sales or onboarding role with success managing a personal pipeline and hitting conversion targets.
  • •Excellent communication skills to explain complex accounting concepts to small business owners.
  • •Comfort translating small business workflows and accounting processes into consultative conversations.
  • •Experience using CRM systems and tools such as Salesforce or HubSpot.
  • •Ability to manage priorities independently in a target-driven, metrics-focused environment.
Experience:Small businessAccountingCRM
Skills:CommunicationSelf-motivationPipeline managementCustomer onboardingCross-functional collaboration
Tech Stack:SalesforceHubSpotCRM

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