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Partner Consultant

Partner Consultant

XeroLong Beach, CA, US
1 day ago
Job type
  • Full-time
Job description

Partner Consultant

At Xero, we're here to help you supercharge your business. 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.

At Xero the customer is the cornerstone of everything we do. We're looking for a passionate consultant with accounting industry knowledge, savvy tech skills, who wants to be part of an accounting software company revolutionizing the small business world.

This role is responsible to help 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 50% of your time will be spent in the field, meeting with prospective partners and hosting Xero events and certifications along with your sales team.

Key characteristics of an ideal candidate : well-rounded, customer focused, strong problem solving skills, delivers results in high growth environments, high emotional quotient, strong business acumen, effective communicator, quick learner and experience in accounting practice operations.

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
  • $79,600 - $99,500 a year Plus commission.

    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.

    Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single competency or experience. If you are excited about this role, but your past experience doesn't align perfectly, we encourage you to apply anyway. You could be just the right person for this role and Xero. If you have any support or access requirements, we encourage you to advise us at time of application and throughout the interview process.

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