Denver, CO

Onboarding Specialist at Xero (Greater Denver Area, CO)

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Xero is a beautiful, easy-to-use platform that helps small businesses and their accounting and bookkeeping advisors grow and thrive.
At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. This purpose sits at the centre of everything we do. We support our people to do the best work of their lives so that they can help small businesses succeed through better tools, information and connections. Because when they succeed they make a difference, and when millions of small businesses are making a difference, the world is a more beautiful place.
How you'll make an impact
You'll be responsible for accelerating growth for Xero by ensuring every new small business is onboarded to fully achieve their desired outcomes throughout their first 90-day journey with Xero through a data-driven, digital-first model.
You will be responsible for successfully onboarding our new small business customers. Helping to drive value and confidence, whilst increasing engagement & feature usage, and drive retention activities with every new small business connected to the Xero platform.
Using your product knowledge, expertise, and customer insights provided, you will help ensure every new customer you connect with feels confident using Xero in their first 90 day experience, and trusts it is valuable for running their business. This will be primarily through proactive phone conversations and email but may also include other proactive channels or methods implemented going forward.
You'll have a passion for driving the success of our new SB customers when it comes to using Xero. You'll understand the customer onboarding needs and first experiences, and be able to engage directly with SB customers to provide them with the support they need through those first 90 days.
What you'll do
    • Proactively contact new customers based on data insights and journey milestones, to drive improved retention, critical feature usage and help make our SB customers happier and more confident when using Xero through their first 90 days experience
    • Leverage all provided data and insights to add maximum value to each interaction with a new SB customer to provide a dynamic and personalized experience
    • Utilize your strong understanding of how Xero works and the value it can add to small businesses
    • Be confident in explaining a wide range of products to customers and their value in different scenarios and be able to recognize opportunities where different features within Xero would be beneficial
    • Have a clear understanding of the different internal support channels to pass onto customers for ongoing support and advice
    • Work with Go To Market Teams across the business to share tips and tricks and identify and feedback areas for improvements.

Success looks like
    • Meeting retention and upsell targets within the first 90 days
    • Meet the required connected calls and talk time targets
    • Working with others in the Onboarding team and wider teams to pass on knowledge, experience and highlight opportunities identified
    • Having a good understanding of the customer journey milestones and able to execute key pieces of work that are assigned in order to help achieve this strategy

Critical competencies
    • Confident to engage with small businesses via the telephone
    • Ability to adapt to changing priorities and tasks
    • Initiative to proactively spot opportunities to add maximum value into every customer engagement
    • A great understanding of Xero and confidence when speaking to new SB customers about our product offerings and ability to articulate value proposition
    • Clear, concise communication skills, including both verbal, face to face and written
    • Confidence to identify and communicate opportunities for improvements
    • Love working collaboratively and in a team environment
    • Desire to go above and beyond for customers
    • Authenticity, diplomacy and drive
    • Ownership and ability to thrive in a fast-paced environment
    • Ability to work in a global remote environment

    • Experience in a customer role, preferably in a fast growing, SaaS organization
    • Working in an agile environment preferred
    • Customer Experience or Inside Sales experience
    • Communication, relationship building and stakeholder management

Xero is an equal opportunity employer. Xero celebrates diversity. We are committed to creating an inclusive environment where our employees can do the best work of their lives. We are committed to transparency and to equal pay for equal work. Total compensation for this role includes a base salary of $42,000 - $58,000, commensurate with experience, plus an annual grant of Xero shares, calculated as a percentage of base salary. In addition to base salary and long-term incentive, this position also has variable compensation/commission.
Xero offers access to low-cost, high-quality health care options through Cigna and Kaiser (in CA & CO only)
Xero will match 100% on the first 3% of 401k contributions plus 50% match on next 2% of contributions
Employees enjoy 21 days of paid time off per year
Employees have 10 days of wellbeing leave to care for their minds, bodies, and families
US employees enjoy 11 paid holidays per year
Xero offers an industry-leading 26 weeks of parental leave up to 100% pay
Xero offers a number of employee wellness programs, to include yoga, mindfulness and nutrition workshops, EAP, free flu shots, team meals, and a monthly wellbeing allowance
Why Xero?
Diversity of people brings diversity of thought, and we like that. A collaborative and inclusive environment is important to us. Working at Xero will provide you with a diverse and inclusive environment alongside people who will respect, challenge and support you to have fun while you do the best work of your life. We are a place where personal development, flexible working, innovation, and well-being are not just inspired but celebrated. We value our people and offer a wide range of compelling benefits and perks, including Xero shares and great parental leave policies.
Xero's collaborative culture is underscored by our values - #Ownership, #Challenge, #Beautiful, #Human and #Team - which empower us to understand and serve customers, attract top talent and continuously innovate. From the moment you step through our doors, you'll feel welcome and supported to do the best work of your life.
Please note that we currently require all employees and contractors to be vaccinated against COVID-19 in order to work from a Xero office, or engage in any face-to-face Xero business.
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What are Xero Perks + Benefits

Xero Benefits Overview

Xero offers a variety of benefits aimed at helping our employees maintain their physical, financial and mental wellbeing, allowing them to bring their best selves to work each day

Volunteer in local community
Xero employees are given a day off each year to volunteer in their communities.
Friends outside of work
Eat lunch together
Intracompany committees
We have employee run groups that focus on initiatives like wellness, culture and diversity & inclusion.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Highly diverse management team
42% of Xero's leadership team is female, while our Board of Directors maintains an equal gender balance. Xero was included in Bloomberg's 2020 Gender Equality Index report.
Unconscious bias training
All Xero employees will complete online unconscious bias training during on-boarding
Diversity manifesto
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
The talent and leadership teams at Xero are committed to building diverse talent pipelines that reflect the communities we serve.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Xero allows employees to set aside pre-tax dollars for medical and dependent care expenses. $2,650 annual limit for healthcare FSA
Disability Insurance
Xero's long and short term disability plans provide income protection at 60% of annual base salary
Dental Benefits
Cigna dental PPO plan
Vision Benefits
VSP vision plan
Health Insurance Benefits
Xero offers a variety of health plans including Cigna HSA, Cigna PPO, and Kaiser HMO for Colorado and California employees
Life Insurance
Provided to Xero employees at no cost. Coverage for each employee of 2x annual base salary up to $500,000
Wellness Programs
Xero will fund up to $300 annually in employee health reimbursement account to be used toward a health improvement activity including gym membership, mental, physical or financial health
Mental Health Benefits
Concern EAP benefits for all employees
Retirement & Stock Options Benefits
401(K) Matching
Xero will match 100% on the first 3% contributions plus 50% match on next 2% of contributions
Company Equity
All Xero employees are granted Restricted Stock Units at a certain percentage of their base salary which vests over a 3 year period
Child Care & Parental Leave Benefits
Generous Parental Leave
26 weeks paid parental leave.
Remote Work Program
Typically, we work from home as needed. During COVID, all employees are working remotely and have access to stipends to access the equipment they need to be successful.
Vacation & Time Off Benefits
Generous PTO
Xero offers 21 days of paid time off, 10 wellness days, as well as 11 paid holidays per calendar year. We also participate in a company wide shut down between Christmas and New Years Day
Paid Volunteer Time
Xero encourages employees to give back to our communities by providing 8 hours of paid volunteer time per year
Paid Holidays
11 paid holidays per calendar year
Paid Sick Days
Each employee is granted 10 wellness days per year in addition to our generous PTO
Perks & Discounts
Casual Dress
You'll typically catch our employees rocking jeans and a Xero t-shirt!
Commuter Benefits
Set aside pre and/or post tax dollars for commute related transit, parking and bike expenses
Company Outings
Annual holiday party, as well as a summer celebration!
Game Room
Video games and ping pong table in lounge
Stocked Kitchen
You find a variety of fruit, chips, nuts, snack bars, sodas and iced tea in the Xero kitchen
Some Meals Provided
Breakfast each Tuesday and lunch every Thursday from a variety of local vendors
Happy Hours
Happy hour starts every Friday at 4!
Fitness Subsidies
Our monthly health reimbursement plan can be used towards your fitness membership or a variety of other health related wellness programs
Professional Development Benefits
Job Training & Conferences
Teams have budget set aside each year to support growth and up-skilling
Lunch and learns
Cross functional training encouraged
Promote from within
Customized development tracks

Additional Perks + Benefits

Xero leadership consistently reviews benefits to ensure they are competitive and allow our people to bring their full selves to work each day.

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