What you’ll do:
- Demonstrate Xero solutions in a pre-sales context to accountants and bookkeepers
- Work closely with external stakeholders ensuring deeper adoption of the Xero platform within an accounting practice
- Engage in regular face-to-face, virtual and phone meetings with the relevant internal and external stakeholders managing pre-sales and project priorities
- Assist partners with data conversions through detailed project planning and training guidance
- Handle partner technical questions and escalations
- Hold partners accountable to collaboration plans and initiation schedules
- Educate partners on all partner resources available
- Update CRM system with all client communications including calls, emails and meetings
- Maintain and update CRM system of all practice staff and contact details
- Respond in a timely manner to all partner inquiries
- Manage the creation of resources (processes/videos) for frequently asked questions from partners
Success looks like:
- Earning the trust of our accounting partners and assisting them on converting their clients to Xero to modernize their accounting practice
- Presenting full go-to-market solutions for our accounting partners to use with their clients
- Managing multiple ongoing projects related to our accounting partners and internal resources
- Analyzing and recommending solutions for internal and/or client workflow efficiencies
- Nurturing relationships with our accounting partners through attending events and hosting customized workshops
Critical competencies:
- Industry Expertise: Enthusiasm for the emerging cloud accounting market and its potential
- Building relationships: A natural tendency towards building mutually beneficial partnerships and ability to create quick, strong rapport with accountants and other stakeholders
- Productivity: Results driven with strong initiative and ability to work independently
- Collaboration & teamwork: Ability to work cohesively with the partner sales team using Xero’s four pronged approach
- Expert presenter: Outstanding communication, planning and presentation skills
- Solution orientation: Capacity to learn, adapt and apply ideas in constantly morphing situations
Experience:
- 3+ years of accounting, public accounting preferred
- Strong knowledge of the workings of an accounting practice and systems
- CPA certification a plus
Top Skills
What the Team is Saying
What We Do
Xero is small business accounting software that provides a platform on which businesses can build a fully integrated solution. It’s designed to make life better for people in small business, their advisors, and communities around the world. Xero minimises tedious admin by automating routine tasks, delivers valuable insights when needed, and brings together business data, trusted advisors, and powerful apps in one intuitive platform. By alleviating pain points, Xero empowers small business owners to supercharge their business, simplifying the complex and freeing up time from manual admin so they can focus on what really matters to build the business they’ve always envisaged.
Why Work With Us
We believe that by simplifying the complex we're not only making life better for small business, we’re helping to create a stronger, more vibrant economy. When you join this team, you’re impacting local communities, on a global scale. Being a Fast Co. Best Workplace for Innovators is a direct reflection of our creative, curious culture.
Gallery
Xero 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.
