Partner Consultant - Xero - Job details

Partner Consultant at Xero

Partner Consulting, Permanent, Sydney, AU sydney full-time

Description

Posted 5 months ago

Xero is a beautiful, easy-to-use platform that helps small businesses and their accounting and bookkeeping advisors grow and thrive.

At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. This purpose sits at the centre of everything we do. We support our people to do the best work of their lives so that they can help small businesses succeed through better tools, information and connections. Because when they succeed they make a difference, and when millions of small businesses are making a difference, the world is a more beautiful place.

How you’ll make an impact:

With an exciting 2025 ahead of us, we are looking for two great new Partner Consultants to join our Sydney team.
As a Partner Consultant here at Xero, your role is to support Xero’s Partner Sales channel, whose aim is to support accounting and bookkeeping firms continual success in migrating clients on to the Xero platform and to help them develop and execute a digital strategy. You will provide expert pre-sales technical demonstrations of the value and benefits of the Xero platform to shape and close pre-qualified deals and ensure the efficient transition of a Partner from sale to utilisation. You will also be able to identify potential opportunities (pre and post sale) for the Practice to further digitalise their workflows and provide more value to their clients.

What you'll do:

Demonstrate Xero solutions including Xero HQ, Xero Business, Xero Tax, Xero Practice Manager, Xero Report Templates and Xero Workpapers, in pre-sales context to Accountants and Bookkeepers

Work closely with our Sales team to deliver business plans for Partners and sales plans for the territory

Implementation of the online strategy developed in conjunction with Account Managers for each Partner

Engage in a regular meetings with the relevant territory sales staff to agree sales and project priorities

Assist partners with data conversions through detailed project planning and training guidance

Handling Partner technical queries and escalations as well as respond in a timely manner to all Partner enquiries

Proactively educate partners on all partner resources available

Update CRM system (Salesforce) with all client communications including calls, emails and meetings

Maintaining and updating CRM system of all practice staff and contact details

Manage the creation of resources (processes/videos) for frequently asked questions from our Partners

What you'll bring:

Intimate knowledge of the workings of an accounting and/or book keeping practice

Training experience with accounting software knowledge

Direct exposure to financial reporting, tax returns and compliance work

An understanding of CRM systems

A passion for SaaS and the online accounting market

Outstanding communication and presentation skills and an enthusiasm for building strong relationships

Ability to create a quick and strong rapport with partners

Loads of initiative and ability to work autonomously

Strong attention to detail and follow-up skills

A process driven mindset and the passion and desire to make a difference

Important to note: Our Xero Christmas shut down will occur from Monday 23rd December 2024 to Friday 10th January 2025.
Our Talent Experience Team will start setting up interviews for this role from Monday 13th January 2025. We thank you for your patience over and through this time.

Why Xero?
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, health insurance, life insurance, and income protection, wellbeing and sports programmes, employee resource groups, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices, flexible working, career development, and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.