Customer Experience Specialist - Accounting

JobSpace; Napier; Hybrid; NZD 60,000 - 76,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Xero is seeking a Customer Experience Specialist - Accounting to be the first point of contact for small business owners, bookkeepers and accountants. You’ll support customers, resolve queries, and provide proactive guidance to help them get more value from Xero’s tools.

The role requires accounting knowledge, strong communication, and a proactive, customer‑driven approach. It is a hybrid position with in‑office days and remote work options, plus initial full‑time office training.

Qualifications

• Must have an accounting or bookkeeping qualification at level 5 or above (or be working towards one).
• Demonstrates clear and confident communication across phone, email, or chat.
• Able to troubleshoot and resolve queries with persistence and accuracy.

Responsibilities

• Handle customer queries across phone, email, and chat with Salesforce as the core case tool.
• Conduct proactive outreach to help customers unlock more value from Xero’s accounting tools.
• Build deeper accounting knowledge within the team to support users from new to experienced.
• Explore how generative AI and new technology can improve customer support.

Skills

Clear communication

Problem solving

Outbound calls

Trust building

Service environment experience

Education

Accounting or bookkeeping qualification (level 5+)

Tools

Salesforce

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Customer Experience Specialist - Accounting

Customer Experience Specialist - Accounting

As a Customer Experience Specialist - Accounting, you'll be a first point of contact for small business owners, bookkeepers, and accountants when they need help getting the most from Xero. You'll support customers through proactive outreach as well as when they come to us with a question, drawing on your accounting fundamentals to make sure every conversation is genuinely useful, not just quick.

Beyond solving the problem in front of you, you'll help customers see the bigger picture of what Xero can do for their business. That means listening properly, putting yourself in their shoes, and using good judgement to work out the best next step, whether that's resolving something on the spot or knowing when to bring someone else in. It's a role that calls for patience and adaptability in equal measure, and the impact shows up in the trust customers place in Xero because of you.

The Customer Experience team works together to provide world-class support, aiming to become trusted and efficient business advisors to Xero customers. The team supports small business owners, bookkeepers, and accountants. They collaborate effectively across all teams at Xero, working to quickly and efficiently resolve customer queries through a variety of channels.

The team is currently working on:

• Managing customer queries across phone, email, and chat, with Salesforce as the core case management tool
• Running proactive outreach campaigns to help customers unlock more value from Xero's accounting tools
• Building deeper accounting fundamentals knowledge across the team to support everyone from new users to seasoned accounting professionals
• Exploring how generative AI and new technology can improve the way the team supports customers

This team operates a hybrid working arrangement, requiring three days per week in the office, with Wednesday as a mandatory day. You will be able to work from home for the remaining two days. Please note, the initial training period for this role will require you to be fully in the office five days a week.

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

• Sunday through Thursday, 10:00am - 7:00pm
• Tuesday through Saturday, 9:00am - 6:00pm
• Tuesday through Saturday 10:00am - 7:00pm

Here are some of the things we're looking for, for this role:

• 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, whether you're on the phone, writing an email, or chatting with a customer online.
• Problem-solving comes naturally to you, and you enjoy working through a tricky query until it's properly resolved.
• Making outbound calls doesn't faze you; you're just as comfortable reaching out as you are responding.
• Building trust with people you've never met is something you do well, and it shows in how customers respond to you.
• You've worked in a service environment before, met quality and turnaround targets, and you're keen to keep learning as things change.