Xero

Customer Experience Specialist

To make life better for people in small business, their advisors, and communities around the world by rewiring the world of small business by making it seamless, simpler, and smarter

  • Customer service and support

  • Full-time

  • Office | Melbourne, VIC, Australia

  • Visa sponsorship · No

  • Junior · A role for someone with some basic skills, good motivation and ability to learn. Typically 1-2 years of experience is required.

  • ·

Xero is a cloud-based accounting software platform for small businesses with over 2.7 million subscribers globally. Through Xero, small business owners and their advisors have access to real-time financial data any time, anywhere and on any device. Xero offers an ecosystem of over 1,000 third-party apps and 300 plus connections to banks and other financial partners. In 2020 and 2021, Xero was included in the Bloomberg Gender-Equality Index and in 2020, Xero was recognised by IDC MarketScape as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment.

About the role

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

Xero’s Customer Experience Team works together to provide 24/7 support to Xero users. We are Xero brand ambassadors and aim to delight our customers and make it easy for them to see how Xero adds value to their business.

The Customer Experience Specialist plays a key role at Xero and within Xero’s Customer Experience team. You will provide support and guidance to small business owners, bookkeepers and accountants when they reach out to us with a question and when we reach out to them proactively by phone.  

About the Role With positions commencing 3rd March 2025 - You will take ownership for investigating and responding to the cases that our customers raise with us when they need a bit of help. Our customers are a varied bunch from qualified accountants to small business owners and they send us a variety of quirks and problems they need guidance with. As a CX specialist, you'll aim to give each customer prompt, helpful and easy to understand information so they can resolve their issue and get back on track with their accounting. Most of our communications are via email but when the situation calls for a #human voice, you’ll jump on a call to answer over the phone. When you aren’t working on these cases you use your deep product knowledge to surprise and delight our customers with a call around the different features they are using. You won’t have to do all of this alone though! Our team works in shift patterns and work from the office at least 3 days per week, so you’ll be able to build meaningful connections with your colleagues and work together to support our customers.

Success looks like

- Providing exceptional support and advice on how our customers use their Xero subscription
- Adaptable to grow with the changing needs of our business and Customers
- Collaborates effectively with all teams across Xero
- Provides timely, accurate and helpful responses to customers as per agreed targets 
- Escalates priority issues and assists in the prompt resolution of these
- Captures and shares feedback from Customers regarding improvements to the Xero accounting application and its associated service delivery platform

What you’ll bring with you

- A passion for creating great customer experiences
- Clear and concise written and verbal communication skills
- An interest and understanding of technology and information systems
- A proactive approach to work
- A growth mindset
- Motivation to join a fun, friendly, high performing team in a fast-paced and dynamic work environment

You’re likely to be

- Empathetic – You'll be able to put yourself in your customers’ shoes and understand their individual circumstances
- Committed – You will want to do the best job you can possibly do to making customers lives better
- Curious – You're always looking to find different ways of doing things
- Attentive – You enjoy listening to customers and what matters most to them
- Connected – You want to develop strong, trust-based relationships
- Courageous – You are confident to make decisions in the best interests of our customers and our business, to drive positive change

What you'll be responsible for

  • 🤝

    Relationship Building and Management

    Develop, maintain, and prioritize relationships with key stakeholders to achieve specific goals

  • 💼

    Account Retention and Expansion

    Proactively identify opportunities for expansion and limit risk of churn by collaborating with clients to deliver on actions

  • 💬

    Customer Query Handling

    Serve as the subject matter expert for the product/service, address customer questions and facilitate requests that need to be actioned by internal teams

Skills you'll need

  • 👥

    Collaboration

    Works with others by being open, clear in communication and listening to achieve goals

  • Prioritization

    Compares and ranks the relative importance &/or urgency of different tasks to identify the best order of actions

  • 🛎

    Service orientation

    Actively seeks and develops strategies to help key stakeholders

Meet the team

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Customer service and support

Xero