Top Customer Success & Experience Jobs

Own the customer journey from initial contact through the first 90 days, converting inbound small-business leads through discovery and product demonstrations. Guide customers through Xero setup and adoption, including invoicing, bills, payments, and bank feeds. Manage a personal pipeline, meet conversion targets, conduct individual and group onboarding sessions, and coordinate handoffs to ecosystem partners and customer success. Use CRM data and cross-functional collaboration to improve onboarding and customer outcomes.

Own the customer journey from initial contact through the first 90 days, converting inbound small-business leads through discovery and product demonstrations, then guiding customers through Xero setup and adoption. Deliver individual and group onboarding sessions covering invoicing, bills, payments, and bank feeds. Manage a personal pipeline, meet conversion targets, use CRM data, and coordinate handoffs to ecosystem partners and customer success teams.

Own the customer journey from initial contact through the first 90 days. Handle inbound leads, conduct discovery calls and product demonstrations, convert prospects, and guide small business owners through Xero setup and adoption. Lead individual and group onboarding sessions covering invoicing, bills, payments, and bank feeds. Manage a personal pipeline, meet conversion targets, and coordinate handoffs to ecosystem partners and customer success teams.

Provide empathetic customer support to small business owners, accountants, and bookkeepers through phone, email, and live chat. Resolve issues, explain product features, maintain accurate Salesforce and Zendesk records, and escalate complex cases across internal teams. The role requires meeting quality and productivity targets, learning accounting systems, managing multiple interactions, and building trusted customer relationships while working Tuesday through Saturday and some public holidays.

Manage a portfolio of accounting and bookkeeping partners to drive retention, platform adoption, revenue growth, and subscription expansion. Conduct business reviews, create success plans, identify churn risks, and position Xero capabilities including payroll, bill pay, analytics, and AI tools. Use Salesforce CRM for account health, forecasting, and pipeline management while collaborating with consultants, sales operations, marketing, finance, and customer experience teams.

Own the customer experience for new small-business subscribers through their first 90 days. Conduct product demonstrations, discovery sessions, webinars, and onboarding activities covering bank feeds, invoicing, bills, and reconciliations. Track interactions and customer progress in CRM systems, identify ecosystem-app opportunities, facilitate handoffs, and provide feedback to improve onboarding, adoption, retention, and growth.

Drive platform adoption and subscription growth among small-business customers through consultative engagement, upselling, cross-selling, and tailored product solutions. Use Salesforce, analytics tools, and data dashboards to identify opportunities, execute growth campaigns, refine sales playbooks, and conduct value-based discovery. Collaborate with marketing, product, and onboarding teams while managing customer portfolios independently and mentoring peers.

Guide small business subscribers through discovery, product demonstrations, purchase decisions, and hands-on onboarding. Manage inbound trial interest, qualify customer needs, resolve setup issues, promote relevant ecosystem integrations, and support adoption during the first 90 days. Use Salesforce or HubSpot to manage pipelines and customer interactions while collaborating with sales, marketing, customer success, and product teams.

Lead and coach a customer success team to drive retention, product adoption and revenue for small business and advisor channels. Implement onboarding and engagement methodologies, run strategic campaigns, analyze customer health using CRM/CS platforms, and partner cross-functionally to improve customer outcomes.

Manage and grow accounting and bookkeeping partners across New Zealand. Develop territory plans, increase adoption of Xero products and payment services, host educational events and webinars, deepen online strategies, and use Salesforce to monitor relationship health and mitigate churn. Build long-term relationships with senior stakeholders while identifying upgrade opportunities and serving as a trusted advisor.