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Xero

Onboarding Specialist - Hong Kong

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Hiring Remotely in HK
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Hiring Remotely in HK

Our Purpose 

At Xero, we’re here to help you supercharge your business. We do this by automating routine tasks, surfacing actionable insights and connecting businesses with the right data, advisors and apps. When that happens, we’re not only making life better for small business, we’ll be building a stronger economy that can change the world.


We are looking for an enthusiastic and customer-focused Onboarding Specialist known internally as Small Business Specialist to join our Asia Sales team. You will be part of a team based across Hong Kong and Singapore and support our Small Business (SMB) customers in Hong Kong.


In this role, you will play a key role in ensuring successful conversions, onboarding, and product adoption, helping SMB users feel confident using Xero and fully leverage our suite of features.


You will engage with customers via phone, online meetings, email, and other channels to provide guidance, answer questions, and help our customers get the most value from Xero for their business. Your product knowledge, expertise, and customer insights will help build trust, new customer conversions and drive long-term retention.

What you’ll do

  • Guide our new users through their initial interactions with the product, building confidence and competence
  • Utilise your strong understanding of how Xero works and the value it can add to small businesses; driving  customer conversion, retention and advocacy
  • Help implement successful processes and procedure improvements to ensure efficient and effective customer interactions which contribute to improved conversion and retention
  • Leverage available data and insights to add maximum value to each interaction with a customer to provide a dynamic and personalised experience
  • Explain core product features along with relevant adjacent products to our customers, and effectively demonstrate their value based on customer needs
  • Administer iterative test-and-learn projects, at all stages of the marketing funnel and customer journey
  • Work cross-functionally with marketing, sales ops, Go-To-Market and other internal teams to identify and provide feedback for areas of improvement and help optimise the customer experience
  • Contribute to key projects and initiatives within the Asia region 
  • Deliver presentations to our strategic partners, Government organisations, app ecosystem Partners and financial partners
  • Assist with technical questions from customers and direct them to self service through Xero Support and Xero Central or to a Xero Accountant or Bookkeeping Partner for implementation.

What success looks like

  • Achieve or surpass conversion and retention targets aligned with regional growth goals
  • Meet required call, email volume, and qualitative metrics as set by your Leader
  • Collaborate with the regional and global sales team to share knowledge, experience and capitalise on opportunities quickly and efficiently
  • Build a deep understanding of key customer journey milestones and and able to execute key pieces of work that are assigned in order to help achieve this strategy
  • Build a deep understanding of Xero products to confidently speak to customers about our product offerings and clearly articulate the value proposition.

What you’ll bring with you

  • Prior experience in a customer facing role, preferably in a fast growing, SaaS company
  • Ability to speak Cantonese to communicate with Hong Kong businesses is essential for this role
  • Clear and concise verbal and written communication skills
  • Customer-focused mindset with a willingness to provide exceptional experiences to our customers
  • Team player attitude who enjoys collaborating and working in a cross-functional team environment
  • Get Stuff Done attitude with strong ownership and follow through when completing tasks
  • Grit and an open mind to test and try things differently and push through difficult scenarios
  • Human-centred design mindset to innovate, improve processes and create experiences our customers love.

Why Xero?

Offering very generous paid leave to use however you’d like (plus statutory holidays!), dedicated paid leave to care for your physical and mental wellbeing as well as an Employee Assistance Program to access mental health care for you and your family, life insurance, employee resource groups, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices with weekly fitness and yoga classes, flexible working, career development,  and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.

Xero New York, New York, USA Office

Steps away from Bryant Park and Times Square, Xero’s office is conveniently located in midtown Manhattan.

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
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