
Strategic Partner Consultant
Há 2 dias
We're seeking a seasoned professional to support our partner sales channel, driving the success of accounting and bookkeeping firms as they migrate clients onto our platform.
As a key member of our team, you will work closely with the Partner Consulting team and Global Migration Team to assist in data migration projects and deliver 1:1 and 1:many training and webinar sessions to accountants and bookkeepers who use our platform.
The role involves collaborating with the post-sales partner consulting team to execute onboarding, client conversions, training, and ad hoc support. This will involve working directly with partners to deliver business plans and tasks that align with their goals, as well as executing training plans and office visit agendas.
Travel will be necessary, up to 2 cities a week, with the option of virtual connection where appropriate.
Key Responsibilities:
- Demonstrate our solutions, including Xero HQ, Xero Inventory Plus, Xero Practice Manager, and other products, to Accountants and Bookkeepers in a post-sales context.
- Work closely with the Partner Consulting team to deliver implementation plans for Partners.
- Assist partners with data conversions through detailed project planning and training guidance.
- Educate partners on all available resources, handling technical queries and escalations.
- Update CRM systems with client communications, including calls, emails, and meetings.
- Maintain and update CRM systems with practice staff and contact details.
- Manage the creation of resources (processes/videos) for frequently asked questions from Partners.
Requirements:
- A passion for SaaS and the online accounting market.
- Clear communication and presentation skills for product demonstrations.
- Ability to create strong relationships with Xeros.
- Loads of initiative.
- Strong attention to detail.
- Passion and desire to make a difference.
Qualifications:
- Some knowledge of accounting practices and related systems.
- Some experience with accounting software.
- Intimate knowledge of our platform.
- Understanding of financial reporting, tax returns, and compliance work.
- Strong understanding of accounting fundamentals.
Benefits:
- Our diversity of people brings diversity of thought, and we like that.
- Human-first culture of respect, fairness, and inclusion helps Xeros thrive and work beyond.
- Generous paid leave to use however needed.
- Comprehensive medical, dental, vision, and disability insurance.
- Fertility and family forming financial support.
- 401k contribution matching.
- 26 weeks of paid parental leave for primary caregivers.
- Employee Share Plan.
- Beautiful offices with snacks and break areas.
- Flexible working.
- Career development opportunities.
Why Work with Us?
We believe in a human-first approach to business, fostering a culture of respect, fairness, and inclusion. Our employees are empowered to grow and develop in a supportive environment, while also enjoying a range of benefits that reflect our values.
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