Senior Account Executive
Xero
full-time
Posted on:
Location Type: Hybrid
Location: San Mateo • California • 🇺🇸 United States
Visit company websiteSalary
💰 $96,000 - $132,000 per year
Job Level
Senior
About the role
- Manage the sales and account management relationships with large and mid-tier accounting partners
- Drive customer numbers up and achieve monthly targets
- Drive online strategy deep within the practice
- Develop project plans to support migration to Xero
- Deliver Xero partner events
- Ensure that a formal Partner engagement plan is developed for each partner
- Manage the recruitment, education and growth of your partner base
- Ensure Partners and and other employees within the Practice attend introductory webinars, events & certification training
- Educate Partners on all partner resources available
- Monitor all existing Partners as they progress through the sales cycle
- Update our CRM system (Salesforce) with all client communications including calls, emails and meetings
- Maintain and update our CRM system of all practice staff and contact details
- Respond in a timely manner to all Partner enquiries
- Engage in a call cycle (a minimum of every 8 weeks) with all allocated partners
- Drive attendance at Xero sales events and Partner Forums
- Work closely with Partner Services to deliver the business plan
- Expectation to drive up to 3 hour radius for client visits
Requirements
- Proven sales performance
- Field Account Manager experience
- Experience with computers and applications software, including CRM database skills
- Experience/Knowledge of the workings of an accounting practice is desirable
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
- Employee Share Plan
- beautiful offices with snacks and break areas
- flexible working
- career development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales performanceaccount managementproject planningCRM database skills
Soft skills
relationship managementcommunicationeducationtimeliness