Design and deliver structured Xero training for our internal team, including Onboarding Specialists, Customer Service, Customer Success, and Retention
Create clear, accessible training materials tailored to non-accountants; guides, checklists, FAQs, and process documents
Script and produce training videos to support self-serve learning across the team
Act as the first point of contact internally for Xero-related questions and issues
Build a library of scalable resources that reduce repetitive queries and support team independence
Identify recurring gaps or questions and proactively create content to address them
Deliver 1-2-1 Xero training sessions for premium or VIP clients where needed
Monitor how the team is using Xero day-to-day and identify areas for improvement
Stay current with Xero product updates and feed relevant changes back into training and documentation

Part-qualified accountant or bookkeeper with solid hands-on Xero experience, gained within a chartered accounting firm
You've been the go-to Xero person in your firm; onboarding clients, supporting colleagues, answering the questions nobody else could
Confident explaining accounting concepts to people with no finance background
Comfortable creating written content; guides, SOPs, training documents
Interest in or experience with video production for training purposes
Proactive and organised; you spot gaps and do something about them
Ready to step away from a practice career path and build something different

Cloud Accounting Specialist, Part Qualified – Xero

Key skills