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Cloud • Fintech • Information Technology • Machine Learning • Software
Generate demand for SaaS platform solutions through outbound phone, email, and social outreach. Research prospective accounting and bookkeeping partners, identify decision-makers, qualify leads, maintain Salesforce pipeline records, and collaborate with Account Executives and partner services to develop revenue opportunities and improve channel performance.
Cloud • Fintech • Information Technology • Machine Learning • Software
Support Xero’s partner sales channel by guiding accounting and bookkeeping practices through onboarding, data migration, software implementation, and activation. Deliver one-on-one and group training on Xero and related products, manage stakeholder expectations, schedule virtual and on-site sessions, maintain Salesforce records, and create self-service resources. The role requires frequent travel to partner practices and strong accounting, communication, presentation, and relationship-building skills.
Cloud • Fintech • Information Technology • Machine Learning • Software
Manage a portfolio of accounting and bookkeeping partners to drive retention, platform adoption, revenue growth, and subscription expansion. Conduct business reviews, create success plans, identify churn risks, and position Xero capabilities including payroll, bill pay, analytics, and AI tools. Use Salesforce CRM for account health, forecasting, and pipeline management while collaborating with consultants, sales operations, marketing, finance, and customer experience teams.
