Xero · 1 day ago
Small Business Onboarding Specialist
US: Denver (1615 Platte St Suite 200)
Full-time
Onsite
Entry, Mid Level
$70K/yr - $89K/yrXero is a company focused on customer success, and they are seeking a Small Business Onboarding Specialist to guide subscribers through their first 90 days. The role involves conducting live product demonstrations, providing tailored solutions, and identifying upselling opportunities to enhance customer satisfaction and retention.
AccountingBillingFinTechPersonal FinanceSaaSSoftware
Responsibilities
Onboarding five to eight small business owners on a daily basis to maximise retention and ensure the product becomes an integral part of their workflow
Utilising Salesforce and Google Meet to manage interactions, track opportunities, and deliver engaging live demonstrations
Operating in a high-test environment over the next six months to help re-imagine the onboarding experience and determine how we best engage with our customers
Collaborating with product, customer experience, and marketing teams to provide feedback that enhances our understanding of customer pros and cons
Qualification
Required
You bring a background in sales or customer onboarding, ideally with experience working in a targeted or quota-driven environment
Confidence in running live product demonstrations via video conferencing tools is essential to your success in this position
You possess a consultative mindset, balancing the ability to identify upsell opportunities with a genuinely helpful and advisory approach
Working proficiency with CRM systems, such as Salesforce or HubSpot, allows you to effectively log interactions and manage your workload
You have exceptional communication skills, capable of explaining complex concepts simply to users with varying levels of technical expertise
A passion for active listening and customer empathy helps you uncover true needs and make our customers feel heard and supported
Company
Xero
Xero is an online accounting software for small businesses that automating invoicing, bank reconciliations, and reporting.
Founded in 2006
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.61BKey Investors
Callaghan InnovationTCVAccel
2024-06-05Post Ipo Debt· $925M
2021-09-08Grant· $0.06M
2020-10-23Grant· $0.06M
Leadership Team
Peggy Lee
Head of Communications, Asia
Rod Drury
Founder & Director
Recent News
2026-01-16
2026-01-14
Company data provided by crunchbase