Partner Consultant

Posted 2 Days Ago
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Sydney, New South Wales
Hybrid
Entry level
Cloud • Fintech • Information Technology • Machine Learning • Software
Xero’s online accounting software connects small business owners with their numbers, their bank, and advisors anytime.
The Role
As a Partner Consultant, you will support Xero’s Partner Sales channel by demonstrating Xero solutions to accounting and bookkeeping firms, assisting with data conversions, handling technical queries, and managing CRM updates. Your role aims to ensure the efficient transition of partners to the Xero platform and help them implement digital strategies.
Summary Generated by Built In

Xero is a beautiful, easy-to-use platform that helps small businesses and their accounting and bookkeeping advisors grow and thrive. 


At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. This purpose sits at the centre of everything we do. We support our people to do the best work of their lives so that they can help small businesses succeed through better tools, information and connections. Because when they succeed they make a difference, and when millions of small businesses are making a difference, the world is a more beautiful place.


How you’ll make an impact:


With an exciting 2025 ahead of us, we are looking for two great new Partner Consultants to join our Sydney team.

As a Partner Consultant here at Xero, your role is to support Xero’s Partner Sales channel, whose aim is to support accounting and bookkeeping firms continual success in migrating clients on to the Xero platform and to help them develop and execute a digital strategy. You will provide expert pre-sales technical demonstrations of the value and benefits of the Xero platform to shape and close pre-qualified deals and ensure the efficient transition of a Partner from sale to utilisation. You will also be able to identify potential opportunities (pre and post sale) for the Practice to further digitalise their workflows and provide more value to their clients.

What you'll do:

  • Demonstrate Xero solutions including Xero HQ, Xero Business, Xero Tax, Xero Practice Manager, Xero Report Templates and Xero Workpapers, in pre-sales context to Accountants and Bookkeepers 
  • Work closely with our Sales team to deliver business plans for Partners and sales plans for the territory
  • Implementation of the online strategy developed in conjunction with Account Managers for each Partner 
  • Engage in a regular meetings with the relevant territory sales staff to agree sales and project priorities 
  • Assist partners with data conversions through detailed project planning and training guidance 
  • Handling Partner technical queries and escalations as well as respond in a timely manner to all Partner enquiries
  • Proactively educate partners on all partner resources available
  • Update CRM system (Salesforce) with all client communications including calls, emails and meetings
  • Maintaining and updating CRM system of all practice staff and contact details
  • Manage the creation of resources (processes/videos) for frequently asked questions from our Partners

What you'll bring:

  • Intimate knowledge of the workings of an accounting and/or book keeping practice
  • Training experience with accounting software knowledge
  • Direct exposure to financial reporting, tax returns and compliance work
  • An understanding of CRM systems
  • A passion for SaaS and the online accounting market
  • Outstanding communication and presentation skills and an enthusiasm for building strong relationships
  • Ability to create a quick and strong rapport with partners
  • Loads of initiative and ability to work autonomously
  • Strong attention to detail and follow-­up skills
  • A process driven mindset and the passion and desire to make a difference

Important to note: Our Xero Christmas shut down will occur from Monday 23rd December 2024 to Friday 10th January 2025.

Our Talent Experience Team will start setting up interviews for this role from Monday 13th January 2025. We thank you for your patience over and through this time.


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.

What the Team is Saying

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The Company
HQ: Wellington
4,700 Employees
Hybrid Workplace
Year Founded: 2006

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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Xero Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQWellington, NZ
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Denver, CO
London, GB
New York, NY
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Sydney, NSW
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