Small Business Onboarding Specialist at Xero guiding new customers in their early onboarding journey. Blending consultative sales with hands - on product demonstrations.
About the role
- Franchise Onboarding Manager guiding MilkShake Factory franchisees through permitting, vendor setup, and construction timelines. Ensuring operational readiness and providing consistent support for new store openings.
Responsibilities
- Serve as the primary support and communication channel for franchisees throughout the pre-opening lifecycle
- Clearly explain timelines, tasks, and requirements in accessible, layman’s terms
- Manage the full onboarding checklist, ensuring each franchisee completes critical tasks on schedule
- Track and follow up on permitting, SBA loan progress, construction milestones, and vendor approvals
- Facilitate introductions to internal teams (operations, marketing, training, supply chain) at the appropriate stages
- Maintain accurate records, trackers, and status updates for each franchisee
- Prepare franchisees for the transition into training by confirming operational readiness: equipment, permitting, vendor accounts, opening orders, and timelines
Requirements
- 3+ years of professional experience in coordination, executive assistance, client support, or similar
- Exceptional organizational skills with the ability to manage multiple projects at once
- Strong written and verbal communication skills; able to summarize complex processes clearly
- Comfortable managing deadlines, following structured processes, and holding others accountable
- Experience working cross-functionally with multiple teams and external partners
- Franchise or hospitality experience helpful but not required
Benefits
- Supportive, organized, and consistent experience for franchisees
- Weekly or bi-weekly progress summaries to leadership
- Timely setup with required vendors
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Onboarding Specialist providing support to new customers at Xero. Helping them understand and maximize the value of Xero's platform for their businesses.
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