Customer Success Trainer

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Our Purpose
Small business makes the world go round – it's the heart of the global economy. At Xero we want millions of small businesses to thrive through beautiful software, advice and connections. We aim to make being a small business more efficient and profitable, and more enjoyable too.
How you'll make an impact

Xero's Customer Experience Team is made up of product experts, based in NZ, AU, US and UK, who work together to provide 24/7 support to Xero users. We aim to delight our customers and make it easy for them to see how Xero adds value to their business.
This role is primarily responsible for working with the CX Training and Product Improvement Team Leader to ensure that training and coaching is co-ordinated and delivered to all Customer Experience and wider Xero team members.
What you'll do

  • Follow the training, coaching, and review plan as described by the CX Training and Product Improvement Team Leader
  • Work with the CX Training and Product Improvement Team Leader and other Customer Experience Trainers to keep global training content up to date
  • Ensure any country specific training content is reviewed regularly and kept up-to-date
  • Prepare, coordinate, and deliver training to new Customer Experience team members
  • Work with the onsite Customer Experience Team Leaders, Managers, and Seniors to understand skill gaps and development requirements of existing Customer Experience Specialists then schedule and deliver training to meet these needs.
  • Develop and deliver training material as required by the CX Training & Product Improvement Team Leader
  • Work with the Training and Product Improvement Team Leader, Workflow Coordinators and Reporting & Insights team to understand what additional up-skilling is required to meet customer demand and co-ordinate the required training and review.
  • Identify and help fulfill training and development needs in CX
  • Co-ordinate and/or deliver training to the wider Xero team when necessary (eg Xero Cert, Bank Feeds for Banking product team)
  • Notify Workflow Coordinators when up-skilling of existing team members has been completed so they can assign the team members to the right work queue/s.
  • Meet with local Team Leaders and Managers weekly to provide updates on how new Customer Experience Specialists are progressing while on review
  • Coordinate and schedule off review tests for new Customer Experience Specialists, organize marking for these and provide results back to their Team Leader or Manager
  • Meet with the Training and Product Improvement Team Leader weekly or fortnightly to provide a progress update of training for new and existing Customer Experience Support Specialists
  • Review cases and provide feedback to Customer Experience team members when necessary.
  • Be a 'go-to' person for customer cases that require specialist product knowledge.
  • Help maintain the CX Guide and any Training material on confluence, google drive or Litmos.
  • Contribute to ideas and tasks for CX Ops strategic projects to improve Xero Customer Experience for our teams and for our customers.

What success looks like

  • Training of new team members is scheduled and organized no later than one week prior to their start date – rooms booked, training plan documented and shared with the CX Training and Product Improvement Team Leader, and calendar invites sent to guest speakers.
  • Delivers effective critique, training & guidance to new Customer Experience team members.
  • Demonstrates commitment to teamwork & helping others.
  • New Customer Experience Specialists are trained, coached, and off review within 8 weeks of starting.
  • Feedback is gathered from each training session and changes made to content and delivery as required.
  • Global and country specific training content is maintained and kept up-to-date.
  • Skill gaps of existing staff are identified and required training is delivered.
  • Induction and training is organised in a timely manner for wider Xero teams eg Product Teams
  • Regularly demonstrates Xero's core values - Human, Ownership, Champion, Challenge, and Beautiful.

What you'll bring with you
Critical competencies:

  • Creates a collaborative environment
  • The 'go-to' person
  • Excellent customer service skills
  • Strong interpersonal skills
  • Strong presentation and facilitation skills
  • Diligence and commitment to following through and resolving problems
  • Initiative and ability to self manage, along with flexibility
  • Ability to work efficiently within agreed timeframes
  • Ability to build effective relationships
  • A proven team player who pro-actively helps other team members
  • Excellent verbal and written communication skills
  • Highly perceptive with the ability to adjust your style to suit different groups and learning styles
  • Ability to multi-task, prioritise and remain calm under pressure

Experience:

  • Experience facilitating and running training workshops
  • Experience in a finance, accounting, or bookkeeping role 
  • Customer service experience is beneficial
  • Experience using or supporting Xero is a huge plus

Now that we've caught your attention, it's time to catch ours. Please apply if you:
Love doing #beautifu
l work – contribute to a beautiful experience for our customers.Show your passion for the #human side of software development through cultivating a deep understanding of the needs and aspirations small business owners.Seek the #challenge of complex technical problems, crazy-smart collaborators and a fast-paced work environment.#Champion creative development by bringing a unique point of view while inspiring impeccable work from others.Take #ownership by driving meaningful change and delivering results with passion and purpose.
Xero is an Equal Opportunity Employer.

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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

Culture
Volunteer in local community
Xero employees are given a day off each year to volunteer in their communities.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
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.
Diversity
Documented equal pay policy
Dedicated diversity and 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.
Mandated 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
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 insurance
Cigna dental PPO plan
Vision insurance
VSP vision plan
Health insurance
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
Financial & Retirement
401(K)
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
Generous parental leave
26 weeks paid parental leave.
Vacation + Time Off
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
Office Perks
Commuter benefits
Set aside pre and/or post tax dollars for commute related transit, parking and bike expenses
Company-sponsored outings
Annual holiday party, as well as a summer celebration!
Free snacks and drinks
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
Company-sponsored happy hours
Happy hour starts every Friday at 4!
Fitness stipend
Our monthly health reimbursement plan can be used towards your fitness membership or a variety of other health related wellness programs
Professional Development
Job training & conferences
Teams have budget set aside each year to support growth and up-skilling
Lunch and learns
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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