What you'll do:
- Manage the sales and account management relationships with large and mid-tier accounting partners
- Drive customer numbers up and achieve monthly targets
- Drive online strategy deep within the practice
- Develop project plans to support migration to Xero
- Deliver Xero partner events
- Ensure that a formal Partner engagement plan is developed for each partner
- Manage the recruitment, education and growth of your partner base
- Ensure Partners and and other employees within the Practice attend introductory webinars, events & certification training
- Educate Partners on all partner resources available
- 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 Services to deliver the business plan
- Expectation to drive up to 3 hour radius for client visits
Success looks like:
- Revenue / Net New CMR
- Appointments made
- Meetings attended
- Opportunities created
- Integrity of CRM Data
- Excellence in territory management and forecasting
Critical competencies:
- An interest and intrigue in the emerging online accounting market and Fintech
- Results driven approach
- Loads of initiative and 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
- Process driven and takes ownership
- Passion and desire to make a difference
Experience:
- Proven sales performance
- Field Account Manager experience
- Experience with computers and applications software, including CRM database skills.
- Experience/Knowledge of the workings of an accounting practice is desirable
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.
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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.
