Small Business Onboarding Specialist
Own the end-to-end onboarding journey for small business customers, focusing on their first 90 days with Xero. Work within the Small Business Sales team to convert inbound leads into activated, long-term customers.
What you'll do
- Manage inbound leads and personal pipeline from first contact to activation
- Run discovery conversations, product demonstrations, and guided onboarding sessions
- Deliver 1:1 and group onboarding covering core workflows like invoicing and bank feeds
- Identify and facilitate warm handoffs to partners and customer success
- Use CRM data to inform approach and report on conversion metrics
What they're looking for
- Excellent communication, translating accounting concepts for small businesses
- Self-motivated and able to manage workload without micromanagement
- Proven success in sales or onboarding roles with conversion targets
- Comfortable using CRM systems such as Salesforce or HubSpot
- Ability to collaborate with cross-functional teams and share customer insights
Skills
Summary written by StartupJobs from the company's listing. The full listing is on the company's website.
This job comes from the career page of Xero. We link straight to the source.