Customer Experience Specialist - Accounting

Posted 3 Days Ago
Be an Early Applicant
Milton Keynes, Buckinghamshire, England
Hybrid
Entry level
Cloud • Fintech • Information Technology • Machine Learning • Software
Xero’s online accounting software connects small business owners with their numbers, their bank, and advisors anytime.
The Role
Provide proactive and reactive support to Xero users, managing inquiries, ensuring customer satisfaction, and utilizing case management systems.
Summary Generated by Built In

Our Purpose 

At Xero, we’re here to help you supercharge your business. We do this by automating routine tasks, surfacing actionable insights and connecting businesses with the right data, advisors and apps. When that happens, we’re not only making life better for small business, we’ll be building a stronger economy that can change the world.


How you’ll make an impact


Xero’s Customer Experience (CX) team works collaboratively to provide 24/7 proactive and reactive support to a diverse range of Xero users, including small business owners, bookkeepers, and accountants. As a CX Specialist, you’ll be a passionate Xero brand ambassador, dedicated to delighting our customers and demonstrating the value Xero brings to their businesses.


In this role, you will provide support and guidance, demonstrating empathy by actively listening and putting yourself in our customers' shoes, to deliver consistently high-quality customer satisfaction across all contact channels. The work is both challenging and rewarding, requiring resilience and adaptability. While you may not always have immediate answers, you'll be someone who embraces challenges and adapts quickly to change. You’ll use your resilience and available resources to thoroughly and effectively research to provide best-in-class customer experiences across all our channels.


We are looking to add Customer Experience Specialists to our team who will work one of the following schedules:


Monday through Friday, 11:30 am - 8:00 pm

Tuesday through Saturday, 11:30 am - 8:00 pm

Thursday through Sunday, 11:30 am - 8:00 pm


Please note that the anticipated start date will be in June 2025.


If you're someone who thrives in a dynamic environment, we encourage you to apply.  



What you’ll do

  • Provide timely, high-quality support to customers of all levels, from beginners to experts, across all channels (such as phone, email and chat), including support for accounting and bookkeeping queries.
  • Manage customer inquiries through to resolution, ensuring customers are kept informed.
  • Accurately record case details using our case management system (e.g., Salesforce).
  • Communicate clearly and effectively to ensure high levels of customer satisfaction.
  • Proactively engage with customers to help them maximise the benefits of Xero.
  • Escalate unresolved issues appropriately, keeping customers updated throughout the process.
  • Achieve quality and productivity targets.
  • Stay up-to-date with Xero product changes and training.

What you’ll bring with you

  • Accounting or bookkeeping qualification required (or currently working towards one).  
  • Prior experience in a service environment, demonstrating the ability to meet service levels and quality targets.  
  • Proven problem-solving and resolution skills.  
  • Proficient IT skills, including experience with Microsoft Office or Google Suite; experience with accounting and case management tools are a plus.  
  • Clear and concise communication skills, both written and verbal.  
  • Confidence and comfort in making proactive & reactive outbound calls.  
  • Diligence and commitment to following through and resolving customer problems.  
  • Initiative, self-management skills, and flexibility.  
  • A proven team player with a willingness to assist other team members.

Why Xero?

Offering very generous paid leave to use however you’d like (plus statutory holidays!), dedicated paid leave to care for your physical and mental wellbeing as well as an Employee Assistance Program to access mental health care for you and your family, private medical insurance, gym passes, employee resource groups, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices, flexible working, and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.


Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single competency or experience . If you are excited about this role, but your past experience doesn't align perfectly, we encourage you to apply anyway. You could be just the right person for this role and Xero. If you have any support or access requirements, we encourage you to advise us at time of application and throughout the interview process.

Top Skills

Google Suite
MS Office
Salesforce

What the Team is Saying

Rose
Sophia
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Wellington
4,700 Employees
Hybrid Workplace
Year Founded: 2006

What We Do

Xero is a global small business platform with 3.95 million subscribers which includes a core accounting solution, payroll, workforce management, expenses and projects. Xero also has an extensive ecosystem of connected apps and connections to banks and other financial institutions helping small businesses access a range of solutions from within Xero’s open platform to help them run their business and manage their finances.

Why Work With Us

Xero is not like most companies. When you join Xero, you become part of something beautiful —a global community of people who are passionate about making an impact on the world. It’s a place where you can truly be yourself and find success in a way that’s meaningful to you.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

Xero Teams

Xero Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Join us from home or at one of our beautiful workspaces. Xero has offices in Australia, New Zealand, United Kingdom, United States, Canada, Singapore, and South Africa.

Typical time on-site: Flexible
Company Office Image
HQWellington, NZ
Singapore
Auckland, NZ
Brisbane
Denver, CO
Melbourne (HQ)
London, GB
Napier, NZ
New York, NY
Company Office Image
San Mateo, CA
Sydney, NSW
Toronto, Ontario
Learn more

Similar Jobs

Xero Logo Xero

Customer Experience Specialist - Accounting

Cloud • Fintech • Information Technology • Machine Learning • Software
Hybrid
Manchester, Greater Manchester, England, GBR
4700 Employees

Xero Logo Xero

Customer Experience Specialist - Accounting

Cloud • Fintech • Information Technology • Machine Learning • Software
Hybrid
Manchester, Greater Manchester, England, GBR
4700 Employees

Xero Logo Xero

Customer Experience Specialist - Accounting

Cloud • Fintech • Information Technology • Machine Learning • Software
Hybrid
Milton Keynes, Buckinghamshire, England, GBR
4700 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account