Bookkeeper

• 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

Senior Partner Consultant, Payroll Specialist

Payroll & Bookkeeping Specialist

Accounting Assistant

Bookkeeper – GovCon Accounting

Accounting Assistant

Bookkeeper