Partner Onboarding Specialist at Xero

Small Business Sales & Development, Permanent, Brisbane, AU brisbane sales full-time
Posted a month 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.

This role is responsible for supporting the Senior Account Managers (SAMs) and Account Managers (AMs) by growing and developing and managing Xero relationships with  Accounting and Bookkeeping channels. 

You will be the first point of call for new Partners signing up to become part of the Xero Partner Program and speaking with Partners interested in using Xero tax. You will be crucial in delivering a great partner experience showcasing the benefits of the Partner Program. 

This includes moving Partners through Xero status (and achieving Bronze), by signing clients on to Xero and developing educational pathways to develop their strategy.

What success looks like

Being the first point of contact to build a successful relationship with Xero. Successfully supporting Xero sales staff in ensuring a high level of data quality to enable the rapid and accurate identification of sales activity and the increase of customer satisfaction. Meeting monthly target of Partners hitting Bronze level and Meeting monthly activity KPI’s.

What you’ll do

  • Respond to all inbound inquiries (Phone, Email and Marketing)
  • Qualifying partner leads that come in to Xero
  • Provide phone-based engagement with clients to handle day-to-day issues, responding in a timely manner
  • Similar for requests submitted via email (cases)
  • Identify opportunities within your dashboard to act accordinglyDriving attendance and follow up for Xero Sales led events Updating CRM system with all practice communications including calls and emails
  • Develop best practices processes to support repeatable activities
  • Monitoring all existing and prospective Partners progress through the sales cycle
  • What you’ll bring with you

  • Telesales experience
  • Ability to undertake outbound calls to customers in a consistent and timely manner
  • Knowledge of  accounting practices and small to medium business needs
  • CRM discipline
  • Ability to quickly build rapport with people via telephone
  • Attention to detail and follow-up
  • Process driven and takes ownership
  • Outstanding written and oral communication skills
  • Self motivation, energy, passion and determination to succeed
  • Proven ability to drive education and sales
  • Ability to build established relationships with Xero Partners
  • Why Xero?

    At Xero we support many types of flexible working arrangements that allow you to balance your work, your life and your passions. We offer a great remuneration package including shares plus a range of leave options to suit your well-being. Our work environment encourages continuous improvement and career development and you’ll get to work with the latest technology.  

    Our collaborative and inclusive culture is one we’re immensely proud of. We know that a diverse workforce is a strength that enables businesses, including ours, to better understand and serve customers, attract top talent and innovate successfully. We are a member of Pride in Diversity, in recognition of our inclusive workplace. So, from the moment you step through our doors, you’ll feel welcome and supported to do the best work of your life.