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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in designing and optimizing onboarding journeys for B2B partners, utilizing funnel analytics and A/B testing to drive commercial results. Proficient in developing personalized strategies and scalable playbooks that enhance partner engagement and growth.
Highest-signal resume keywords
B2B MarketingCustomer Journey StrategyFunnel AnalyticsA/B TestingPropensity Models
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Onboarding Journey DesignFunnel Performance OptimizationBehavioral Data AnalysisExperiment DesignCustomer Segmentation
Soft Skills
Influencing Without AuthorityCuriosityAdaptability
Tools & Technologies
AI-Powered PersonalizationCampaign Tracking Tools
Industry Keywords
SaaSFintechAccountantsBookkeepers
About the role
Key responsibilities & impact- Design and optimise onboarding journeys for accountants and bookkeepers partnering with Xero
- Own the acquisition and onboarding performance funnel
- Map product, digital, AI and human-led touchpoints across entry points and partner segments
- Use research, behavioural data and funnel analytics to identify friction and improvement opportunities
- Design and run experiments testing onboarding models, offers, messaging and channel mixes
- Use propensity scoring and AI-powered personalisation to target the right partner and action
- Turn experiment results into a prioritised roadmap
- Partner with Product, Marketing, Sales, Customer Success and regional go-to-market teams
- Scale successful approaches into globally aligned playbooks adaptable by regional teams
- Build tracking, campaign briefs and playbooks
- Develop personalised onboarding strategy for priority segments
- Run a cross-channel experimentation roadmap
- Design post-activation workflows and an attribution framework linking journey work to revenue, partner growth and early engagement
Requirements
What you’ll need- Solid grounding in B2B marketing or customer journey strategy
- Ideally gained in a SaaS or fintech business
- Commercial results you can point to
- Experience designing clean A/B tests and interpreting results
- Experience with funnel analytics, behavioural signals, customer segmentation or propensity models
- Ability to influence Product, Marketing, Sales and Customer Success without formal authority
- Ability to work effectively in ambiguity
- Curiosity about accountants and bookkeepers and the nuances between segments
Benefits
Comp & perks- Annual bonus
- Equity (RSU) programs
- Performance-based cash or equity (RSUs) incentives depending on role level and company performance
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) match
- 21 days PTO
- 10 days of Wellbeing leave
- 5 days of Xtra Leave
- 1 volunteer day
- 12 paid holidays
- Paid parental leave
- Flexible hybrid work setup
- Designated boost days
- Remote and async team design
- Office spaces built for collaboration with quieter corners for focused work
