The role & impact
As a Small Business Onboarding Specialist, you will guide new and prospective subscribers through their initial journey with Xero. By running discovery conversations, hosting tailored product demonstrations, and leading hands-on onboarding sessions, you will turn interested leads into confident users who unlock the full value of our accounting platform.
Your focus centers entirely on helping small business owners simplify their daily operations. From resolving early setup friction to introducing ecosystem apps that suit their needs, your work directly shapes their long-term success and drives platform adoption across their first 90 days.
The team & how they connect
You will join a consultative sales and activation group that bridges the gap between top-of-funnel customer interest and early platform adoption. The team works closely alongside small business sales, marketing, customer success, and product specialists to share insights and continuously improve the customer journey. Together, they combine customer-facing discovery, live demonstrations, and dedicated onboarding to deliver a seamless start for small businesses.
Initially, the role may focus on:
Delivering live product demonstrations and webinars via Google Meet to showcase core features like bank feeds, invoicing, and reporting.
Managing inbound trial interest, qualifying prospect needs, and guiding small businesses through the purchase decision.
Utilizing tools such as Salesforce or HubSpot to manage your customer pipeline and track progress.
Identifying opportunities for customers to expand their setup with ecosystem app integrations.
Where and how you can work
This position offers a flexible working setup designed to support both collaborative connections and focused quiet time. Our hybrid environment includes dedicated office spaces with modern facilities, alongside scheduled boost days to collaborate in person with your wider team.
Here are some of the things we're looking for, for this role:
Experience in an onboarding or sales-focused role where you have managed a pipeline to meet target goals.
Strong communication abilities that allow you to translate technical or accounting workflows into plain language for small business owners.
A track record of using CRM tools like Salesforce or HubSpot to manage customer interactions and details.
Proven capability to prioritize tasks independently and manage a varied workload in a fast-paced setting.
An understanding of core small business accounting tasks, such as invoicing, payments, and reconciliations, is beneficial.
Comfortable leading virtual presentations, webinars, or product walk-throughs for small groups.
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
Skills Required
- Experience in an onboarding or sales-focused role managing a pipeline to meet target goals
- Strong communication skills and ability to explain technical or accounting workflows in plain language
- Experience using CRM tools such as Salesforce or HubSpot
- Ability to prioritize tasks independently and manage a varied workload in a fast-paced environment
- Understanding of small business accounting tasks, including invoicing, payments, and reconciliations
- Comfort leading virtual presentations, webinars, or product demonstrations for small groups
Xero Compensation & Benefits Highlights
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Leave & Time Off Breadth — U.S. materials cite about 21 days PTO, 10 wellbeing days, five Xtra days, a volunteer day, and 12 paid holidays, plus an end‑of‑year shutdown. Company descriptions position this package toward the upper tier among midsize/large tech employers in the U.S. market.
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Parental & Family Support — Primary caregivers are described as eligible for up to 26 weeks of fully paid parental leave, with partner leave in some markets. Family‑forming support via Carrot and access to Modern Health for employees and immediate family reinforce depth in this area.
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Wellbeing & Lifestyle Benefits — Access to Modern Health, a funded ThrivePass wellbeing account (U.S.), and flexible/hybrid work are emphasized as part of a broader wellbeing strategy alongside ERGs and “Boost Day” events. Feedback suggests these programs contribute meaningfully to work‑life balance.
Xero Insights
What We Do
Xero is small business accounting software that provides a platform on which businesses can build a fully integrated solution. It’s designed to make life better for people in small business, their advisors, and communities around the world. Xero minimises tedious admin by automating routine tasks, delivers valuable insights when needed, and brings together business data, trusted advisors, and powerful apps in one intuitive platform. By alleviating pain points, Xero empowers small business owners to supercharge their business, simplifying the complex and freeing up time from manual admin so they can focus on what really matters to build the business they’ve always envisaged.
Why Work With Us
Xero is a human-centric organization where you’ll have a tangible impact on the success of small businesses and their communities, globally. Our team of energised, forward-thinkers work to make life better for our customers and each other every day. We’re also always committed to supporting you with a flexible environment.
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Xero Teams
Xero Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Join us from home or at one of our beautiful workspaces. Xero has offices in Australia, New Zealand, United Kingdom, United States, Canada, Singapore, and South Africa.
