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Xero

Customer Experience Specialist - Melio

Posted 4 Days Ago
Be an Early Applicant
Hybrid
Auckland
Entry level
Hybrid
Auckland
Entry level
Provide empathetic customer support to small business owners, accountants, and bookkeepers through phone, email, and live chat. Resolve issues, explain product features, maintain accurate Salesforce and Zendesk records, and escalate complex cases across internal teams. The role requires meeting quality and productivity targets, learning accounting systems, managing multiple interactions, and building trusted customer relationships while working Tuesday through Saturday and some public holidays.
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The role & impact

As a Customer Experience Specialist for Melio, you will be a key brand ambassador, providing essential support and guidance to small business owners, accountants, and bookkeepers. You will act as a trusted advisor, helping our customers unlock the full value of Xero’s features through proactive outreach and responsive assistance across various channels like phone, email, and live chat.

 

Your work directly impacts the success of the small business economy by resolving queries efficiently and with genuine empathy. By mastering our products and tools, you will ensure every interaction is high-quality, helping our customers navigate challenges and achieve their business goals with confidence.

 

The team & how they connect

You will join a collaborative Customer Experience team that works together to deliver world-class support and build lasting trust with our partners. The team focuses on creating a coordinated environment where diverse perspectives are valued and members proactively assist one another to achieve collective success.

 

Initially, you will focus on

  • Providing high-quality support via phone, email, and live chat while maintaining accurate records in Salesforce and Zendesk.

  • Mastering the ever-changing landscape of our CX strategy and the specific products supported by the Melio team.

  • Collaborating across internal Xero teams to escalate complex issues and ensure a seamless experience for every user.

 

Where and how you can work

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

  • Tuesday through Saturday, 6:00am - 3:00pm

  • There will be a requirement to work some public holidays, which includes Christmas Day.

Please note that the anticipated start date will be on 26 October 2026.

 

Here are some of the things we are looking for

  • You bring clear, confident communication skills and an ability to simplify complex information for others.

  • Your background includes experience in a service-led environment where you have successfully met quality and productivity targets.

  • You possess a growth mindset and a readiness to constantly learn new technologies and accounting systems.

  • Delivering empathetic, calm support while managing multiple digital interactions is something you excel at.

  • You have a proven ability to self-manage and take personal accountability for resolving problems thoroughly.

  • Building effective, trust-based relationships with both teammates and customers comes naturally to you.

 

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.

Xero San Mateo, California, USA Office

Our new Bay Area office located in San Mateo features collaborative and transformative spaces perfect for team gatherings. The office is also home to our CEO and other senior leaders!

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