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Customer Experience Specialist - Accounting

Open 49d posting dated 3 weeks ago · reposted 2× · 2 open copies

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:

  • Monday through Friday, 11:30AM - 8PM

  • Tuesday through Saturday, 11:30AM - 8PM

Please note that the anticipated start dates will be in 28 September and 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.

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What this application asks

ashby

Name (first & last), Resume, Email, Location

  • Pronouns choose one
  • If you selected "Other", please specify below optional
  • Do you require any adjustments to be made to the recruitment process? written answer · optional
  • Phone Number
  • Have you previously been employed by Xero? yes / no
  • Do you have a notice period with your current employer? choose one
  • Do you have any upcoming holidays or leave requirements over the next 4 months?  written answer
  • Flexible Working yes / no
  • Salary Expectations
  • Working Rights choose one
  • Do you have any Accounting or Bookkeeping certification or experience? yes / no
  • If you answered "Yes" above, please briefly describe your relevant Accounting or Bookkeeping certification and/or experience.
  • Roster Preference choose one
  • If your first-choice schedule is not available, what would your second preference be? choose one
  • Do you have any accounting or bookkeeping certifications or professional experience? yes / no
  • If you answered 'Yes' above, please briefly describe your relevant accounting or bookkeeping certification and/or experience. written answer · optional
  • Have you used any AI tools in your day to day work before? - If yes, please give an example. written answer · optional
  • Which statement best describes your experience with AI or new digital tools? choose one
  • When a new technology or process appears at work, how do you typically respond? choose one
  • Which statement sounds most like you? choose one
  • Declaration & Background Checking yes / no