Small Business Onboarding Specialist

The role & impact

As a Small Business Onboarding Specialist, you will be the face of Xero for new customers, guiding them through the vital early stages of their journey. You will blend consultative sales with hands-on onboarding to ensure small business owners not only choose Xero but also feel confident and supported as they begin to manage their business beautifully.

By running discovery calls and live product demonstrations, you will solve customer pain points and help them realise the full value of our platform and ecosystem of apps. Your work directly contributes to building a stronger economy by empowering small businesses to be more efficient every single day.

The team & how they connect

You will join a motivated, customer-focused team that sits at the intersection of sales and customer success. The team works closely with marketing and product specialists to refine our onboarding motions and ensure we are delivering the best possible experience for every new subscriber.

Initially, you will focus on

• 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.

Where and how you can work

This is a hybrid role, 3 days in the our Milton Keynes office.

Here are some of the things we are looking for

• You bring a natural ability to simplify complex concepts, making them easy for small business owners to understand and act upon.

• A background in onboarding or sales-generating roles where you have successfully managed a personal pipeline.

• You are 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.

• You enjoy collaborating with cross-functional teams to share customer feedback and improve internal best practices.

• A curiosity for small business accounting processes, such as reconciliations and bills, helps you provide deeper value to our customers.

Apply even if your experience isn't a perfect match! At Xero, we hire based on your skills, passion, and the unique perspective you can bring to enhance our culture and team.