Onboarding Manager leading client onboarding and accounting system implementations at Baker Tilly. Focusing on project - based work to modernize clients’ financial operations and ensure smooth transitions.
About the role
- Small Business Onboarding Specialist ensuring a smooth onboarding experience for new subscribers at Xero. Collaborating with customers and internal teams to improve the Xero customer journey.
Responsibilities
- Ensure a smooth onboarding experience for new subscribers within their first 90 days
- Conduct live product demonstrations via Google Meet for new subscribers
- Collaborate with customers to understand their business requirements and goals
- Identify opportunities for upselling or cross-selling additional apps
- Document customer interactions and resolutions
- Maintain deep knowledge of accounting software features and industry best practices
Requirements
- Background in customer success
- Strong understanding of accounting principles or small business daily transactions
- Exceptional communication skills
- Familiarity with CRM systems like Salesforce or HubSpot
- Ability to listen actively and turn customer concerns into appropriate solutions
Benefits
- Hybrid work approach that allows for both in-person teamwork and flexibility
- Strong team collaboration with sales and product development teams
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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