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Top Customer Success Jobs
Cloud • Fintech • Information Technology • Machine Learning • Software
Provides phone, email, and chat support to small business owners, bookkeepers, and accountants using Xero. Resolves accounting-related customer queries, conducts proactive outreach, builds customer trust, and identifies when escalation is needed. The role also involves meeting service quality and turnaround targets, collaborating across teams, and helping improve support through accounting knowledge, Salesforce, generative AI, and new technology.
Top Skills:
Generative AiSalesforceXero
Cloud • Fintech • Information Technology • Machine Learning • Software
Own the customer journey from initial contact through the first 90 days. Handle inbound leads, conduct discovery conversations and product demonstrations, guide customers through setup and adoption, and deliver individual or group onboarding sessions covering invoicing, bills, payments, and bank feeds. Manage a personal pipeline, drive subscription activation and conversion, and coordinate handoffs to ecosystem partners and customer success teams.
Top Skills:
Crm SystemsHubspotSalesforceXero
Cloud • Fintech • Information Technology • Machine Learning • Software
Own the customer journey from initial contact through the first 90 days by managing inbound leads, conducting discovery calls and product demonstrations, activating subscriptions, and guiding small business owners through onboarding. Deliver individual and group 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.
Top Skills:
Crm SystemsHubspotSalesforceXero
Cloud • Fintech • Information Technology • Machine Learning • Software
Own the customer journey from initial contact through the first 90 days, converting inbound leads through discovery and product demonstrations, then guiding small business owners through Xero setup and adoption. Conduct 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.
Top Skills:
HubspotSalesforceXero
Cloud • Fintech • Information Technology • Machine Learning • Software
Provide high-quality support and guidance to Xero customers through phone, email, and other channels. Resolve customer cases, conduct proactive outbound calls, simplify complex information, capture accurate data in Salesforce, and meet service-level and quality targets. The role requires adapting to evolving products and CX strategies, learning continuously, self-managing tasks, and collaborating across teams. This is a hybrid role with three office days weekly and full-time in-office training.
Top Skills:
Generative AiGoogle SuiteMS OfficeSalesforce
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Cloud • Fintech • Information Technology • Machine Learning • Software
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.
Top Skills:
Google SuiteGainsightHubspotSalesforce
Cloud • Fintech • Information Technology • Machine Learning • Software
Provides multichannel support and guidance to small business owners, bookkeepers, and accountants. Resolves customer cases, conducts proactive outbound calls, simplifies complex information, and helps users maximize Xero’s value. The role requires meeting service and quality targets, accurately documenting interactions in Salesforce, adapting to evolving products and CX strategies, and collaborating with internal teams. It follows a hybrid schedule with five-day in-office training and afternoon-to-evening shifts.
Top Skills:
Generative AiGoogle SuiteMS OfficeSalesforce
Cloud • Fintech • Information Technology • Machine Learning • Software
Provide timely, empathetic support to Xero customers through phone, email, and chat. Resolve accounting and bookkeeping inquiries, document cases in Salesforce, escalate unresolved issues, and keep customers informed. Proactively engage users to maximize Xero’s value while meeting quality, productivity, and service-level targets. The role requires clear communication, problem-solving, adaptability, outbound calling, teamwork, and hybrid office attendance with initial full-time in-office training.
Top Skills:
SalesforceXero
Cloud • Fintech • Information Technology • Machine Learning • Software
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.
Top Skills:
Salesforce
Cloud • Fintech • Information Technology • Machine Learning • Software
Provide high-quality, empathetic support to small business owners, bookkeepers, and accountants via multiple channels. Resolve and manage cases using Salesforce, perform proactive outbound outreach, meet service level and quality targets, and use modern tools (including Generative AI) to improve customer outcomes while collaborating across teams.
Top Skills:
Generative AiGoogle SuiteMS OfficeSalesforce
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