Customer Experience Specialist - Accounting
Support small business owners with accounting queries via phone and email
As a Customer Experience Specialist at Xero, you will provide world-class support to small business owners, bookkeepers, and accountants. You will help customers unlock the full value of Xero’s features through proactive outreach and efficient problem-solving across channels. Your work will involve using case management tools like Salesforce and applying accounting fundamentals to resolve queries, while embracing new technologies such as Gener...
Why This Role?
Opportunity to work with Generative AI tools to enhance customer experience delivery
Key Responsibilities
- Support customers through reactive support and proactive calls to encourage better product utilisation
- Use case management applications like Salesforce to accurately capture customer details and ensure seamless service
- Apply accounting fundamentals to resolve queries from new users and experienced professionals
- Embrace new tools and technology, including Generative AI, to enhance customer experience delivery
- Provide clear and concise communication when explaining complex information via phone or email
Requirements
- Strong foundation in accounting or bookkeeping through completed qualification or current studies (e.g. AAT Level 4 or equivalent)
- Experience in a service-oriented environment with success in meeting quality targets and solving problems efficiently
- Clear and concise communication style to explain complex information simply on phone or in writing
- Natural ability to build trust and maintain positive relationships with customers and colleagues
Required Skills
View Original Description from Ashby Job Boards
Original description from Ashby Job Boards
The role & impact As a Customer Experience Specialist, you will be a key brand ambassador, providing world-class support and guidance to small business owners, bookkeepers, and accountants. Your mission is to become a trusted advisor, helping our customers unlock the full value of Xero’s features through proactive outreach and efficient problem-solving across various channels. You will play a vital part in building a stronger economy by empowering our community with the tools they need to thrive. In this high-change environment, your resilience and empathy will ensure every customer receives a best-in-class experience, turning complex queries into simple, effective outcomes. The team & how they connect You will join a collaborative Customer Experience team that works together to deliver high-quality support and drive positive customer outcomes like activation and retention. The team shares a growth mindset, constantly learning and refining their capabilities to stay ahead of our evolving strategy and technology. Initially, you will focus on - Supporting customers through a mix of reactive support and proactive calls to encourage better product utilisation. - Embracing new tools and technology, including Generative AI, to enhance the delivery of our customer experience. - Using case management applications like Salesforce to accurately capture details and ensure seamless service. - Applying accounting fundamentals to resolve queries from both new users and seasoned professionals. Where and how you can work We are looking to add Customer Experience Specialists to our team who will work one of the following schedule: - Sunday through Thursday, 11:30AM - 8PM - Tuesday through Saturday, 11:30AM - 8PM Please note that the anticipated start dates will be in 26 October 2026. There will also be an evening pay supplement for shifts ending at 8:00 PM. Here are some of the things we are looking for - You bring a strong foundation in accounting or bookkeeping, either through a completed qualification or current studies (e.g. AAT Level 4, or equivalent) - Your communication style is clear and concise, allowing you to explain complex information simply whether you are on the phone or writing an email. - You have experience in a service-oriented environment where you have successfully met quality targets and solved problems efficiently. - A natural ability to build trust and maintain positive relationships with customers and colleagues alike is something you pride yourself on. - You are confident in making decisions that benefit the customer and are comfortable using IT suites such as Google Workspace or Microsoft Office. - Adapting to change comes easily to you, and you take personal accountability for achieving great results in a fast-paced setting. Apply even if your experience isn't a perfect match! At Xero, we hire based on your skills, passion, and the unique perspective you can bring to enhance our culture and team.
Hiring at Xero
Xero has 27 other active roles on LokerDollar and has been hiring here since May 14, 2026 — across Finance & Accounting, Operations, Engineering.
View all Xero openings →Openness not stated by employer — check the listing
Frequently asked questions
- Is Customer Experience Specialist - Accounting at Xero a remote job?
- This role is based in Remote. See the listing for remote/onsite details.
- What type of employment is Customer Experience Specialist - Accounting at Xero?
- This is a full time position.
- How do I apply?
- Click the "Apply" button on this page to go to the official application at Xero.
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