Xero Training and Onboarding Specialist
6 months ago
**Company**: XfE (Xero for Education)
**Location**: Flexible (ideally office-based)
**About XfE**:
XfE is an award-winning company experiencing rapid growth within the education sector. Our mission is to provide tailored solutions to meet the evolving needs of our clients. We specialize in leveraging Xero, a leading cloud-based accounting software, to streamline financial processes and empower educational institutions to thrive.
**Position Overview**:
We are seeking a dedicated and experienced individual to join our team as a Xero Training and Onboarding Specialist. In this role, you will play a crucial part in guiding our clients through their Xero setup and journey, ensuring they maximize the benefits of the platform. Your expertise will be instrumental in providing exceptional support and fostering strong client relationships.
**Key Responsibilities**:
1. **Training and Onboarding**: Conduct comprehensive training sessions for clients to familiarize them with Xero's features and functionalities. Customize training programs to meet the specific needs and goals of each client. Guide clients through the onboarding process, assisting with data migration, setup, and configuration.
2. **Client Support**: Serve as the primary point of contact for clients, offering ongoing support and troubleshooting assistance. Address inquiries, resolve issues, and provide timely solutions to ensure a smooth Xero experience. Proactively identify opportunities to optimize client workflows and processes.
3. **Relationship Management**: Cultivate strong relationships with clients by demonstrating expertise, professionalism, and responsiveness. Understand the unique challenges and objectives of each client to provide tailored guidance and support. Act as a trusted advisor, offering strategic insights and recommendations to drive success.
4. **Product Expertise**: Stay up-to-date with the latest developments and updates in Xero software. Continuously enhance your knowledge and skills to effectively train clients on new features and best practices. Collaborate with internal teams to provide feedback and contribute to the improvement of Xero solutions.
5. **Documentation and Training Materials**: Develop and maintain training materials, user guides, and tutorials to support client learning and adoption of Xero. Ensure documentation is clear, concise, and accessible to facilitate self-service and ongoing learning.
**Qualifications**:
- Proficiency in Xero or similar accounting software is highly desirable.
- Strong communication and interpersonal skills, with the ability to effectively convey technical concepts to non-technical audiences.
- Excellent problem-solving abilities and attention to detail.
- Customer-focused mindset with a passion for delivering exceptional service.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Flexibility to adapt to changing priorities and client needs.
**Join Our Team**:
Schedule:
- Monday to Friday
**Experience**:
- Accounting: 1 year (preferred)
Work Location: In person
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