As a Partner Consultant, you'll drive adoption of Xero in accounting firms through consulting and sales activities, requiring travel and stakeholder engagement to present solutions and provide training.
Our Purpose
At Xero, we’re here to help supercharge small businesses. 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 Partner Consultant you will be responsible for helping drive the adoption of Xero within accounting firms making a change to use Xero’s cloud based platform. This role will be part consulting and part sales. You will need to be able to question and probe stakeholders to uncover new opportunities as well as present solutions that demonstrate how Xero’s products solve a firm's specific problems.
This role requires domestic travel. Up to 40% of your time will be spent in the field, meeting with prospective partners and hosting Xero events and certifications along with your sales team. The remainder of your work will be done remotely, from your home office. In addition, 10% of this role requires additional domestic travel for trainings and events.
What you'll do:
- Demonstrate Xero solutions in pre-sales context to accountants and bookkeepers
- Work closely with external stakeholders ensuring deeper adoption of the Xero platform within an accounting practice
- Work closely with the sales team to deliver business plans for partners
- 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
- 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
What you'll bring with you:
- CPA Certification
- 3+ years of accounting or public accounting experience
- Strong knowledge of the workings of an accounting practice and it's systems
- Enthusiasm for the emerging cloud accounting market and its potential
- A natural tendency towards building mutually beneficial partnerships and ability to create quick, strong rapport with accountants and other stakeholders
- A results driven mindset with strong initiative and ability to work independently
- The ability to work cohesively with the partner sales team using Xero’s four pronged approach
- Outstanding communication, planning and presentation skills
- The capacity to learn, adapt and apply ideas in constantly morphing situations
Why Xero?
Diversity of people brings diversity of thought, and we like that. Our human-first culture of respect, fairness, and inclusion is what helps Xeros thrive and work and beyond. 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, employee resource groups, wellbeing programming and allowances, medical, dental, vision, and disability insurance, fertility and family forming financial support, 401k contribution matching, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices with snacks and break areas, 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
Cloud Accounting Solutions
Xero Crm System
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