What you’ll do:
- Demonstrate Xero’s payroll solutions in both pre- and post-sales contexts to accountants, bookkeepers, and direct businesses.
- Work closely with external stakeholders to ensure deeper adoption of our payroll platform within an accounting practice & businesses.
- Engage in regular face-to-face, virtual, and phone meetings with relevant internal and external stakeholders to manage project priorities.
- Assist partners with data conversions through detailed project planning and training guidance.
- Handle partner technical questions and escalations.
- Educate partners on all partner resources available.
- Actively prospect for and generate new sales opportunities, leveraging existing client relationships to upsell and cross-sell additional payroll products and services.
- Update CRM systems with all client communications, including calls, emails, and meetings.
- Maintain and update CRM systems with 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 & direct businesses and assisting them on converting into and utilizing Xero’s payroll products.
- 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.
- Consistently meeting and exceeding individual sales goals and KPIs related to new business, upsells, and cross-sells.
Critical competencies:
- Industry Expertise: Deep industry and customer knowledge for the emerging cloud accounting and payroll markets and their 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, ability to manage complexity and prioritization across the org
- Collaboration & teamwork: Proven ability to collaborate effectively, drive solutions in partnership with Sales teams, influence others to achieve positive results for customers and Xero
- Expert presenter: Outstanding communication, planning and presentation skills
- Solution orientation: Capacity to learn, adapt and apply ideas in constantly morphing situations, able to inform solutions and discern technical opportunities
Experience:
- Preferred: 3+ years of accounting, public accounting
- Preferred: experience in B2B SaaS Customer Success, Account Management, or Sales with a track record of driving retention and expansion revenue
- Payroll-specific expertise is essential
- Strong knowledge of the workings of an accounting practice and systems
- CPA certification a plus
Top Skills
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.