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.
Skills Required
- Experience in customer onboarding, sales conversion, or account management within a target-driven environment
- Ability to simplify complex concepts and communicate clearly with small business owners
- Curiosity about small business workflows and basic accounting processes, including invoicing and reconciliations
- Familiarity with CRM software for managing daily activity and tracking customer progress
- Ability to manage a varied workload independently with strong attention to detail and organization
- Collaborative mindset and enthusiasm for cross-functional process improvement
Xero Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time off is described as extensive, with multiple leave types including annual PTO, dedicated wellbeing days, extra “Xtra” days, year-end shutdown time, and a paid volunteer day. U.S. job postings and benefits pages consistently highlight breadth that emphasizes rest and wellbeing.
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Parental & Family Support — Parental provisions are portrayed as particularly strong, including 26 weeks of fully paid leave for primary caregivers and fully paid partner leave. Family-forming support through Carrot is also highlighted.
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Healthcare Strength — Health coverage is outlined as broad, with Cigna/Kaiser medical options plus dental, vision, FSAs, and Modern Health support for employees and families. U.S. sources also note subsidized plan options and HSA contributions.
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.
