Small Business Onboarding Specialist

Xero is hiring a Small Business Onboarding Specialist. Level rates it ; you can apply on Xero.

Level's read on this job

On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
Some of the work can be done remotely, according to the posting.
Xero has 117 other open roles on Level.

AI in this role

The role & impact

In this role, you will own the customer experience from first contact through the early stages of their journey, combining small business sales, conversion, and onboarding. You will engage directly with new subscribers during their first 90 days to ensure a smooth, confident start, guiding them through key workflows and addressing pain points to help them succeed.

By running live product overviews, discovery calls, and webinars, you will help small business owners unlock the full potential of our platform. Your work directly drives platform adoption, customer retention, and growth, ensuring small businesses have the tools they need to thrive.

The team & how they connect

You will join a collaborative, customer-focused team dedicated to supercharging small businesses. The team works closely alongside marketing, customer success, and product groups to share insights, refine our onboarding journeys, and deliver seamless customer experiences. Together, everyone communicates openly to share best practices, support sales motions, and continuously improve how we serve our community.

Initially, the role will focus on

Delivering tailored product demonstrations and discovery sessions using tools like Google Meet, phone, and webinar platforms
Guiding new subscribers through essential setup milestones, including bank feeds, invoicing, bills, and reconciliations
Utilizing CRM systems such as Salesforce or HubSpot to track customer interactions, manage pipelines, and document feedback
Identifying opportunities for customers to benefit from connected ecosystem apps, facilitating warm handoffs where needed

Where and how you can work

This is a hybrid role (3 days in the office) based in our Cape Town office.

Here are some of the things we are looking for

Experience in customer onboarding, sales conversion, or account management within a target-driven environment
A knack for simplifying complex concepts and communicating clearly with small business owners
Natural curiosity about small business workflows and basic accounting processes like invoicing or reconciliations
Familiarity with CRM software to manage daily activity and track customer progress
Ability to manage a varied workload independently with strong attention to detail and organisation
A collaborative mindset and enthusiasm for working cross-functionally to refine customer processes

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.

How we rate this

Small Business Onboarding Specialist at Xero rates 34 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.