Small Business Onboarding Specialist
Core
Own the complete customer journey from first contact through the first 90 days, converting prospects into thriving Xero customers via discovery, sales, and onboarding.
Role type
Small Business Onboarding Specialist (Sales & Onboarding hybrid)
Builds
Customer adoption of Xero accounting software for small businesses
Domain
SaaS / Accounting / Small Business
Deliverable
product features
Required skills
consultative selling, product demonstration, guided onboarding, pipeline management, conversion optimization, CRM proficiency, cross-functional collaboration
Preferred skills
knowledge of small business workflows, accounting concepts, target-driven performance
Technologies
Salesforce, HubSpot
Responsibilities
Handle inbound leads and convert them through discovery and demos, run 1:1 and group onboarding sessions covering core workflows, identify and facilitate warm handoffs to ecosystem partners and customer success, manage personal pipeline from first contact to subscription activation
Seniority
Individual Contributor, mid-level
