Key skills
Salesforce
About this role
Role Overview
- Assist customers through proactive outreach as well as answering their questions
- Support customers to understand the bigger picture of what Xero can do for their business
- Manage customer queries across phone, email, and chat using Salesforce
- Run proactive outreach campaigns to help customers unlock more value from Xero’s tools
- Build deeper accounting fundamentals knowledge to assist users
Requirements
- An accounting or bookkeeping qualification that is level 5 or above, or you’re working towards one, is essential for this role.
- You communicate clearly and confidently
- Problem-solving comes naturally to you
- Making outbound calls doesn’t faze you
- Building trust with customers is crucial
- Experience in a service environment, meeting quality and turnaround targets
Benefits
- I am a Customer Experience Specialist – Accounting
- Working as a first point of contact for small business owners, bookkeepers, and accountants
- Providing proactive outreach and solving customer queries
- Collaborating with the Customer Experience team for efficient query resolution