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Xero’s online accounting software connects small business owners with their numbers, their bank, and advisors anytime.
The Role
The National Account Manager will manage relationships with accounting partners, driving sales growth, coordinating training, and supporting client migration to the Xero platform.
Summary Generated by Built In
Our Purpose
At Xero, we’re here to help you supercharge your business. We do this by automating routine tasks, surfacing actionable insights and connecting businesses with the right data, advisors and apps. When that happens, we’re not only making life better for small business, we’ll be building a stronger economy that can change the world.
How you’ll make an impact:
As a National Account Manager here at Xero, you will be responsible for managing, developing and growing Big 4 and National mid-tier Accounting Partners by helping them to develop and execute a digital strategy.
The overall aim of this high impact role is to support their continual success in migrating clients on to the Xero platform. This is a field based role requiring extensive appointment making, meeting management and travel around the country. You’ll form great relationships with your Accounting Partners and also work closely with your National Account Manager colleagues to make sure that you and your colleagues are working in the best way to support Xero’s success overall as we continue to grow.
What you'll do:
- Manage the sales and account management relationships with Big 4 and national mid-tier Accounting Partners
- Execute and coordinate national training and implementation programs
- Drive customer numbers up and achieve monthly targets
- Drive online strategy and alignment deep within each accounting practice
- Develop project plans to support migration to Xero for large and multi-entity clients of Big 4 and national mid-tier accounting Partners
- Work directly with large and multi-entity clients to demonstrate and sell the value of Xero
- Ensure that a national Partner engagement plan is developed for each Partner
- Manage and coordinate multiple stakeholders and decision makers within each Partner
- Ensure Partners and and other employees within the Practice attend introductory webinars, events & certification training
- Work closely with local Xero Senior Account Account managers to drive local awareness and engagement with the Xero platform, plus ensure the execution of national rollout of training programs
- Educate Partners on all Partner resources available to them
- Monitor all existing Partners as they progress through the sales cycle
- Update our CRM system (Salesforce) with all client communications including calls, emails and meetings
- Maintain and update our CRM system of all practice staff and contact details
- Respond in a timely manner to all Partner enquiries
- Engage in a call cycle (a minimum of every 8 weeks) with all allocated Partners
- Drive attendance at Xero sales events and Partner forums
- Work closely with Partner Consulting team to deliver the business plan
- Engage with Xero product and support teams to ensure a seamless Partner experience with Xero
What you'll bring with you:
- Proven sales performance in Financial Technology products and/or Accounting Software and Payments
- Direct Experience in selling + cross selling multiple products
- Experience with managing long term C-suite level relationships for groups with offices across the country
- Experience with SalesForce (or similar) CRM platforms
- Direct experience and knowledge of the workings of an accounting practice
- Loads of initiative and the ability to work autonomously
- Outstanding communication and presentation skills and an enthusiasm for building strong relationships
- Ability to create a quick and strong rapport with Partners
- Attention to detail and follow-up
- An interest and intrigue in the emerging online accounting market and Fintech
- A clear results driven approach with the passion and desire to make a difference
Why Xero?
Offering very generous paid leave to use however you’d like (plus statutory holidays!), dedicated paid leave to care for your physical and mental wellbeing as well as an Employee Assistance Program to access mental health care for you and your family, health insurance, life insurance, and income protection, wellbeing and sports programmes, employee resource groups, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices, flexible working, career development, and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.
Top Skills
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The Company
What We Do
Xero is a global small business platform with 3.95 million subscribers which includes a core accounting solution, payroll, workforce management, expenses and projects. Xero also has an extensive ecosystem of connected apps and connections to banks and other financial institutions helping small businesses access a range of solutions from within Xero’s open platform to help them run their business and manage their finances.
Why Work With Us
Xero is not like most companies. When you join Xero, you become part of something beautiful —a global community of people who are passionate about making an impact on the world. It’s a place where you can truly be yourself and find success in a way that’s meaningful to you.
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About our Teams
Xero Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Join us from home or at one of our beautiful workspaces. Xero has offices in Australia, New Zealand, United Kingdom, United States, Canada, Singapore, and South Africa.
Typical time on-site:
Flexible
Wellington, NZ
Singapore
Auckland, NZ
Brisbane
Denver, CO
Melbourne (HQ)
London, GB
Napier, NZ
New York, NY
San Mateo, CA
Sydney, NSW
Toronto, Ontario
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