Onboarding Specialist responsible for guiding partners through complex integrations with a payment platform. In a growing FinTech company, leveraging technical problem - solving and customer engagement skills.
About the role
- Small Business Onboarding Specialist at Xero guiding new customers in their early onboarding journey. Blending consultative sales with hands-on product demonstrations.
Responsibilities
- Responding to inbound interest and conducting discovery to understand the unique workflows and needs of prospective small businesses.
- Owning a personal pipeline to progress opportunities from initial discovery through to subscription using tools like Salesforce.
- Leading 1:1 or small-group onboarding sessions via webinar to help new users master key features like bank feeds, invoicing, and reporting.
- Identifying and presenting ecosystem apps or additional services that align with a customer's specific business goals.
Requirements
- A background in onboarding or sales-generating roles where you have successfully managed a personal pipeline.
- You bring a natural ability to simplify complex concepts, making them easy for small business owners to understand and act upon.
- Comfortable and energised by working in a high-activity environment driven by targets and data.
- Your organisational skills allow you to independently prioritise a varied workload while maintaining high attention to detail.
- Enjoy collaborating with cross-functional teams to share customer feedback and improve internal best practices.
- Curiosity for small business accounting processes, such as reconciliations and bills.
Benefits
- Flexible working
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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