Xero

Small Business Onboarding Specialist

Xero

full-time

Posted on:

Location Type: Hybrid

Location: Manchester • United Kingdom

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Responding to inbound interest and conducting discovery to understand the unique workflows and needs of prospective small businesses.
  • Owning a personal pipeline to progress opportunities from initial discovery through to subscription using tools like Salesforce.
  • Leading 1:1 or small-group onboarding sessions via webinar to help new users master key features like bank feeds, invoicing, and reporting.
  • Identifying and presenting ecosystem apps or additional services that align with a customer's specific business goals.

Requirements

  • A background in onboarding or sales-generating roles where you have successfully managed a personal pipeline.
  • You bring a natural ability to simplify complex concepts, making them easy for small business owners to understand and act upon.
  • Comfortable and energised by working in a high-activity environment driven by targets and data.
  • Your organisational skills allow you to independently prioritise a varied workload while maintaining high attention to detail.
  • Enjoy collaborating with cross-functional teams to share customer feedback and improve internal best practices.
  • Curiosity for small business accounting processes, such as reconciliations and bills.
Benefits
  • Flexible working
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
onboardingsales managementpipeline managementdata analysisaccounting processesreconciliationsinvoicingreporting
Soft Skills
communicationorganizational skillsattention to detailcollaborationcuriositysimplifying complex conceptsindependenceadaptability