Onboarding Specialist - Singapore

Posted 2 Days Ago
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Singapore
Hybrid
Junior
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
The Onboarding Specialist assists small business customers with product onboarding, ensuring confidence in utilizing Xero. Responsibilities include guiding users, improving processes, and collaborating across teams to enhance customer experience.
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.


We are looking for an enthusiastic and customer-focused Onboarding Specialist known internally as Small Business Specialist to join our Asia Sales team. You will be part of a distributed team based across Singapore and Hong Kong and support our Small Business (SMB) customers in Singapore.


In this role, you will play a key role in ensuring successful conversions, onboarding, and product adoption, helping SMB users feel confident using Xero and fully leverage our suite of features.


You will engage with customers via phone, online meetings, email, and other channels to provide guidance, answer questions, and help our customers get the most value from Xero for their business. Your product knowledge, expertise, and customer insights will help build trust, new customer conversions and drive long-term retention.

What you’ll do

  • Guide our new users through their initial interactions with the product, building confidence and competence
  • Utilise your strong understanding of how Xero works and the value it can add to small businesses; driving  customer conversion, retention and advocacy
  • Help implement successful processes and procedure improvements to ensure efficient and effective customer interactions which contribute to improved conversion and retention
  • Leverage available data and insights to add maximum value to each interaction with a customer to provide a dynamic and personalised experience
  • Explain core product features along with relevant adjacent products to our customers, and effectively demonstrate their value based on customer needs
  • Administer iterative test-and-learn projects, at all stages of the marketing funnel and customer journey
  • Work cross-functionally with marketing, sales ops, Go-To-Market and other internal teams to identify and provide feedback for areas of improvement and help optimise the customer experience
  • Contribute to key projects and initiatives within the Asia region 
  • Deliver presentations to our strategic partners, Government organisations, app ecosystem Partners and financial partners
  • Assist with technical questions from customers and direct them to self service through Xero Support and Xero Central or to a Xero Accountant or Bookkeeping Partner for implementation.

What success looks like

  • Achieve or surpass conversion and retention targets aligned with regional growth goals
  • Meet required call, email volume, and qualitative metrics as set by your Leader
  • Collaborate with the regional and global sales team to share knowledge, experience and capitalise on opportunities quickly and efficiently
  • Build a deep understanding of key customer journey milestones and and able to execute key pieces of work that are assigned in order to help achieve this strategy
  • Build a deep understanding of Xero products to confidently speak to customers about our product offerings and clearly articulate the value proposition.

What you’ll bring with you

  • Prior experience in a customer facing role, preferably in a fast growing, SaaS company
  • Clear and concise verbal and written communication skills
  • Customer-focused mindset with a willingness to provide exceptional experiences to our customers
  • Team player attitude who enjoys collaborating and working in a cross-functional team environment
  • Get Stuff Done attitude with strong ownership and follow through when completing tasks
  • Grit and an open mind to test and try things differently and push through difficult scenarios
  • Human-centred design mindset to innovate, improve processes and create experiences our customers love
  • Ability to speak Mandarin, Cantonese or other Asian language is a plus.

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, life insurance, employee resource groups, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices with weekly fitness and yoga classes, flexible working, career development,  and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.

Top Skills

SaaS
Xero

What the Team is Saying

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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.

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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
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