Partner Consultant

Summary

Join Xero as a Partner Consultant and help drive the adoption of Xero's cloud-based platform within accounting firms. This role blends consulting and sales, requiring you to identify opportunities, present solutions, and build relationships with stakeholders. Expect up to 40% domestic travel for partner meetings and events, with the remainder of your work done remotely. You will demonstrate Xero solutions, collaborate with the sales team, assist partners with data conversions and training, handle technical questions, and maintain the CRM system. This position requires strong communication, planning, and presentation skills, along with a results-driven mindset and the ability to work independently and collaboratively.

Requirements

• 3+ years of accounting or public accounting experience
• CPA Certification
• 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

Responsibilities

• 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

Benefits

• Very generous paid leave to use however you’d like (plus statutory holidays!)
• Dedicated paid leave to care for your physical and mental wellbeing
• 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