Partner Consultant
Xero
Senior Partner Consultant, Payroll Specialist
Xero
full-time
Posted on:
Origin: • 🇺🇸 United States • Colorado
Visit company websiteSalary
💰 $103,300 - $142,100 per year
Job Level
Senior
About the role
- Demonstrate Xero’s payroll solutions in both pre- and post-sales contexts to accountants, bookkeepers, and direct businesses
- Work closely with external stakeholders to ensure deeper adoption of our payroll platform within an accounting practice & businesses
- Engage in regular face-to-face, virtual, and phone meetings with relevant internal and external stakeholders to manage project priorities
- Assist partners with data conversions through detailed project planning and training guidance
- Handle partner technical questions and escalations
- Educate partners on all partner resources available
- Actively prospect for and generate new sales opportunities, leveraging existing client relationships to upsell and cross-sell additional payroll products and services
- Update CRM systems with all client communications, including calls, emails, and meetings
- Maintain and update CRM systems with 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
- Nurture relationships with accounting partners through attending events and hosting customized workshops
- Meet and exceed individual sales goals and KPIs related to new business, upsells, and cross-sells
- Manage multiple ongoing projects related to accounting partners and internal resources
- Analyze and recommend solutions for internal and/or client workflow efficiencies
Requirements
- Preferred: 3+ years of accounting, public accounting
- Preferred: experience in B2B SaaS Customer Success, Account Management, or Sales with a track record of driving retention and expansion revenue
- Payroll-specific expertise is essential
- Strong knowledge of the workings of an accounting practice and systems
- CPA certification a plus
- Savvy tech skills and ability to demonstrate payroll solutions
- Strong problem-solving skills and business acumen
- Outstanding communication, planning and presentation skills
- Ability to prospect, upsell and cross-sell payroll products and services
- Experience updating and maintaining CRM systems
- Willingness to travel domestically (up to ~25% for field, ~10% for internal events)
- Experience in accounting practice operations
