Small Business Onboarding Specialist - Remote

Overview

The Small Business Onboarding Specialist at Xero will engage with customers during their first 90 days of using the platform, ensuring a smooth onboarding experience and maximizing satisfaction.

In Short

• Engage with customers to ensure a smooth onboarding experience.
• Provide product demonstrations and address customer pain points.
• Identify upsell and cross-sell opportunities.
• Conduct live consultations via Google Meet.
• Document customer interactions in Salesforce.
• Meet or exceed onboarding completion and customer satisfaction targets.
• Collaborate with internal teams to optimize customer experience.
• Maintain knowledge of Xero features and industry best practices.
• Support projects within the Asia region.
• Work in a global remote environment.

Requirements

• Experience in a customer-facing role, preferably in SaaS.
• Consulting or implementation experience.
• Strong communication and relationship-building skills.
• Experience using Xero is advantageous.
• Ability to engage with customers via various platforms.
• Proactive in spotting opportunities for customer engagement.
• Clear and concise communication skills.
• Team-oriented and collaborative.
• Ability to thrive in a fast-paced environment.
• Language skills in Mandarin, Cantonese, Malay or other Asian languages are a plus.

Benefits

• Opportunity to work in a dynamic and fast-growing company.
• Collaborative team environment.
• Professional development and training opportunities.
• Contribute to customer success and satisfaction.
• Work with a global team.