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Onboarding Specialist (Small Business Customers) - Hong Kong image - Rise Careers
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Onboarding Specialist (Small Business Customers) - Hong Kong

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 to join our Asia Sales team. You will be part of a team based across Hong Kong and Singapore and support our Small Business (SMB) customers in Hong Kong.


As an Onboarding Specialist, 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
  • Ability to speak Cantonese to communicate with Hong Kong businesses is essential for this role
  • 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.


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.

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CEO of Xero
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Sukhinder Singh Cassidy
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Xero is a New Zealand–based technology company that offers a cloud-based accounting software for small businesses. They have offices in New Zealand, Australia, the United Kingdom, the United States, Canada, South Africa and Singapore.

311 jobs
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VIEW MATCH
BADGES
Badge ChangemakerBadge Diversity ChampionBadge Family FriendlyBadge Future MakerBadge Work&Life BalanceBadge Rapid Growth
CULTURE VALUES
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Customer-Centric
Social Impact Driven
Passion for Exploration
BENEFITS & PERKS
Family Medical Leave
Maternity Leave
Paternity Leave
Family Coverage (Insurance)
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
March 31, 2025

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