At a Glance
- Tasks: Lead Xero onboarding, training, and support for clients and internal teams.
- Company: Join 1st Formations, a leading UK provider empowering entrepreneurs.
- Benefits: Competitive salary, hybrid working, and comprehensive benefits package.
- Other info: Be part of a fast-growing company with excellent career progression opportunities.
- Why this job: Make a real impact by helping businesses thrive with Xero.
- Qualifications: Xero certification and extensive experience in implementations and training required.
The predicted salary is between 50000 - 60000 £ per year.
The Xero Implementation Manager leads the implementation, migration, and adoption of Xero across our client base and internal teams. You'll onboard small business clients onto Xero, deliver internal training, resolve complex queries, and ensure high-quality usage at scale. This is a specialist role - Xero certification and a background focused primarily on Xero implementations, migrations, and client training is essential.
We're looking for a proactive and structured Xero Implementation Manager to lead the adoption and effective use of Xero across both our client base and internal teams. This is a hands-on, high-impact role within our newly created Accounting-as-a-Service division, combining client implementation, internal enablement, and expert support. You will lead clients through Xero onboarding and migration, ensure internal teams are confident using the platform, and act as the escalation point for more complex queries.
You'll play a key role in improving onboarding quality, reducing support dependency, and ensuring small business clients use Xero effectively from day one - critical to scaling our high-volume, low-touch model.
Key Responsibilities- Lead clients through the full implementation and migration to Xero, ensuring a smooth and structured onboarding experience.
- Provide ongoing guidance to clients on Xero best practices, workflows, and effective use of the platform.
- Design and deliver Xero training for internal teams (Customer Success, Onboarding, Operations).
- Act as the escalation point for complex Xero-related queries from Customer Success and Support teams.
- Troubleshoot and resolve advanced issues related to Xero usage, integrations, and workflows.
- Identify recurring issues and proactively improve processes, training, and documentation.
- Create scalable resources (guides, videos, FAQs) to reduce repetitive queries.
- Collaborate with Customer Success and Operations to improve overall client experience and efficiency.
- You work in an accounting practice and the majority of your work (80%+) involves Xero implementations, migrations, and client training - this is not a role for generalist accountants who use Xero alongside year-end accounts or bookkeeping.
- Xero certification or equivalent deep practical experience is essential.
- Strong track record of implementing and migrating Xero for small business clients.
- Experience supporting clients through Xero setup and migration from scratch.
- Ability to troubleshoot and resolve complex Xero-related issues.
- Experience designing and delivering Xero training for internal or client-facing teams.
- Clear and structured communicator, able to explain complex topics simply.
- Proactive mindset: able to identify recurring problems and implement scalable solutions.
- Competitive salary and comprehensive benefits package.
- Hybrid working model (3 days office, 2 days remote).
- Opportunity to play a key role in scaling a new Accounting-as-a-Service product.
- The chance to influence both customer experience and product development.
- A culture that values ownership, impact, and continuous improvement.
Xero Implementation Lead: Scalable Onboarding & Training employer: 1st Formations
At 1st Formations, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and growth. With a strong focus on employee development, our hybrid working model allows for flexibility while you play a pivotal role in scaling our new Accounting-as-a-Service product. Join us to be part of a certified B Corp and carbon-neutral business that is set to grow significantly, providing you with meaningful opportunities to make an impact in the entrepreneurial landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Xero Implementation Lead: Scalable Onboarding & Training
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who have experience with Xero. They might know about openings or can even refer you directly, which gives you a leg up.
✨Tip Number 2
Show off your skills! If you've got a portfolio of successful Xero implementations or training sessions, make sure to highlight that in conversations. Real-life examples can really impress potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions related to Xero implementations and client training. We recommend doing mock interviews with friends or using online resources to get comfortable with your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at 1st Formations.
We think you need these skills to ace Xero Implementation Lead: Scalable Onboarding & Training
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your Xero experience. We want to see how your background aligns with the role, so don’t hold back on showcasing your skills in implementations and migrations!
Show Off Your Training Skills:Since training is a big part of this role, include examples of any training sessions you've delivered. We love seeing how you’ve helped others understand Xero, so share those success stories with us!
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language to explain your experience and achievements. We appreciate a structured communicator who can break down complex topics simply.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at 1st Formations
✨Know Your Xero Inside Out
Make sure you’re well-versed in all things Xero. Brush up on your knowledge of the platform, its features, and best practices for implementation and migration. Being able to discuss specific scenarios where you've successfully onboarded clients will show your expertise.
✨Prepare for Complex Queries
Since this role involves resolving complex queries, think about the tricky issues you've encountered in past implementations. Prepare examples of how you tackled these challenges and what solutions you provided. This will demonstrate your problem-solving skills and depth of experience.
✨Showcase Your Training Skills
As you'll be delivering training to both clients and internal teams, prepare to discuss your training methods. Bring along any materials you've created, like guides or videos, and be ready to explain how you adapt your approach based on different audiences.
✨Emphasise Your Proactive Mindset
Highlight instances where you've identified recurring issues and implemented scalable solutions. This shows that you're not just reactive but also proactive in improving processes, which is crucial for this role. Be prepared to share specific examples that illustrate your initiative.
