Partner Consultant
Xero
Cloud
Partner Consultant
Xero
full-time
Posted on:
Origin: • 🇺🇸 United States • Colorado
Visit company websiteSalary
💰 $79,600 - $99,500 per year
Job Level
Mid-LevelSenior
About the role
- Demonstrate Xero solutions in a pre-sales context to accountants and bookkeepers
- Work closely with external stakeholders ensuring deeper adoption of the Xero platform within an accounting practice
- Engage in regular face-to-face, virtual and phone meetings with 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
- Hold partners accountable to collaboration plans and initiation schedules
- 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
- Present full go-to-market solutions for accounting partners and nurture relationships through events and customized workshops
- Analyze and recommend solutions for internal and/or client workflow efficiencies
- Spend up to 50% of time in the field meeting prospective partners and hosting Xero events and certifications
Requirements
- 3+ years of accounting experience (public accounting preferred)
- Strong knowledge of the workings of an accounting practice and systems
- CPA certification a plus
- Experience in accounting practice operations
- Savvy tech skills
- Strong problem solving skills
- High emotional quotient (EQ) and strong business acumen
- Effective communication and outstanding presentation skills
- Ability to question and probe stakeholders to uncover opportunities
- Experience managing pre-sales and project priorities
- Ability to assist partners with data conversions through detailed project planning and training guidance
- Ability to handle partner technical questions and escalations
- Experience maintaining and updating CRM systems with client communications and contact details
- Ability to manage multiple ongoing projects and create partner resources
- Willingness and ability to travel domestically up to 50%
