Customer Experience Specialist - Accounting

Xero; Milton Keynes; On-site; GBP 25,000 - 30,000; Full time

Job summary

Xero is seeking a Customer Experience Specialist to provide high-quality support to small businesses, bookkeepers, and accountants. The role involves demonstrating empathy while addressing customer inquiries, ensuring satisfaction, and managing expectations effectively. Join a dynamic team that values resilience and offers various employee benefits, including generous paid leave and personal well-being support.

Benefits

Generous paid leave

Private medical insurance

Gym passes and wellness support

Employee Share Plan

Flexible working hours

Qualifications

• Accounting or bookkeeping qualification required or in progress.
• Experience in a service environment.
• Strong problem-solving and communication skills.

Responsibilities

• Provide timely customer support across all channels.
• Manage customer inquiries and ensure resolution.
• Record case details accurately in the management system.

Skills

Problem-Solving

Communication

Customer Service

Education

Accounting or bookkeeping qualification

Tools

Salesforce

Microsoft Office

Google Suite

Job description

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.

How you’ll make an impact

Xero’s Customer Experience (CX) team works collaboratively to provide 24/7 proactive and reactive support to a diverse range of Xero users, including small business owners, bookkeepers, and accountants. As a CX Specialist, you’ll be a passionate Xero brand ambassador, dedicated to delighting our customers and demonstrating the value Xero brings to their businesses.

In this role, you will provide support and guidance, demonstrating empathy by actively listening and putting yourself in our customers' shoes, to deliver consistently high-quality customer satisfaction across all contact channels. The work is both challenging and rewarding, requiring resilience and adaptability. While you may not always have immediate answers, you'll be someone who embraces challenges and adapts quickly to change. You’ll use your resilience and available resources to thoroughly and effectively research to provide best-in-class customer experiences across all our channels.

We are looking to add Customer Experience Specialists to our team who will work one of the following schedules:

Monday through Friday, 11:30 am - 8:00 pm

Tuesday through Saturday, 11:30 am - 8:00 pm

Thursday through Sunday, 11:30 am - 8:00 pm

Please note that the anticipated start date will be in July 2025.

If you're someone who thrives in a dynamic environment, we encourage you to apply.

What you’ll do

• Provide timely, high-quality support to customers of all levels, from beginners to experts, across all channels (such as phone, email and chat), including support for accounting and bookkeeping queries.
• Manage customer inquiries through to resolution, ensuring customers are kept informed.
• Accurately record case details using our case management system (e.g., Salesforce).
• Communicate clearly and effectively to ensure high levels of customer satisfaction.
• Proactively engage with customers to help them maximise the benefits of Xero.
• Escalate unresolved issues appropriately, keeping customers updated throughout the process.
• Achieve quality and productivity targets.
• Stay up-to-date with Xero product changes and training.

What you’ll bring with you

• Accounting or bookkeeping qualification required (or currently working towards one).
• Prior experience in a service environment, demonstrating the ability to meet service levels and quality targets.
• Proven problem-solving and resolution skills.
• Proficient IT skills, including experience with Microsoft Office or Google Suite; experience with accounting and case management tools are a plus.
• Clear and concise communication skills, both written and verbal.
• Confidence and comfort in making proactive & reactive outbound calls.
• Diligence and commitment to following through and resolving customer problems.
• Initiative, self-management skills, and flexibility.
• A proven team player with a willingness to assist other team members.

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, private medical insurance, gym passes, employee resource groups, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices, flexible working, and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.

Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single competency or experience . If you are excited about this role, but your past experience doesn't align perfectly, we encourage you to apply anyway. You could be just the right person for this role and Xero. If you have any support or access requirements, we encourage you to advise us at time of application and throughout the interview process.