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Account Manager

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Account Manager

Our purpose

Small business makes the world go round – it's the heart of the global economy. At Xero we want millions of small businesses to thrive through beautiful software, advice, and connections. We aim to make being a small business more efficient and profitable, and more enjoyable too.

Of course, this position description is just a guide - you'll be expected to be flexible and perform any other duties as reasonably required of you by your Manager and this position description is likely to evolve and develop over time.

How you'll make an impact

At Xero the customer is the cornerstone of everything we do. This role is responsible for recruiting new accounting partners (firms) using Xero's proven and longstanding partner value proposition. The is a largely phone based position. Beginning with the creation and development of online cloud strategy business plans, you will build effective partner relationships to grow and generate new revenue for both the accounting firm and Xero. 
In addition to recruiting new accounting firms to our partner program, you will also actively manage existing relationships with accounting partners in your territory. You will ensure that each firm has the opportunity to grow through internal firm-wide education and peer-to-peer networking opportunities facilitated by you or someone on your team in the local community. Some travel will be required.

Key characteristics of an ideal candidate: well-rounded, customer focused, delivers results in high growth environments, high emotional intelligence, strong business acumen, effective communicator, quick learner and knowledgeable in accounting practice operations.

What you'll do

  • Take a role in identifying and qualifying opportunities by prospecting and developing key relationships with accounting firms within your territory
  • Recruit, educate, and grow new Xero accounting partners to grow our channel, leading to growth of our small business customer base
  • Apply your selling and relationship management skills to drive high-complexity consensus sale
  • Manage all inbound sales calls and respond to prospective/current partner enquiries, while also having the ability to foster organic growth within an existing partner
  • Build strong relationships with our accounting partners through consultative selling techniques and a collaborative sales approach
  • Generate 4x pipeline of qualified opportunities through the use of, but not limited to, proactive outbound call activity, emails, marketing campaigns and hosting events
  • Enrich the Xero experience of our accounting partners through thought leadership and continuous education on how to grow their practice and leverage Xero
  • Utilize sales enablement tools such as Salesforce, Marketo, and other automation tools

Success looks like

  • Meeting monthly targets on new clients signing up to Xero via your accounting partners as well as maintaining a high level of activity hitting on key touch points to maintain excellent account hygiene in our CRM.
  • Weekly KPI measurements. Such as phone calls, meetings, and events. More than 90% of your communication with customers and partners will be via phone, email, and webinar.
  • Successfully recruit accounting partners representative of all tiers of the industry
  • Manage existing accounting partner relationships under our recruit, educate, grow model
  • Collaborate with our technical team to present end-to-end accounting workflow solutions

What you'll bring with you
Critical competencies

  • Enthusiasm for the emerging cloud accounting market and its new opportunities
  • A natural tendency towards building mutually beneficial partnerships
  • Results driven with strong initiative and ability to work independently
  • Outstanding communication and presentation skills
  • Capacity to learn, adapt and apply ideas in constantly morphing situations
  • Ability to create quick, strong rapport with accountants and other stakeholders

Experience

  • 2+ years of relationship management experience in a consultative selling environment
  • Bachelor's degree or equivalent
  • Strong market knowledge of current accounting practice and SMB software competitor platforms
  • A high level of awareness for the workings of an accounting practice and systems
  • Bookkeeping/accounting experience a plus
  • A background in telesales, recruitment or public practice accounting will be well regarded
  • Willingness to travel to partners and territories up to 10% of time

It's time to introduce yourself

Now that we've caught your attention, it's time to catch ours. Please send us your resume and a link to your portfolio if you:

Love doing #beautiful work and are driven to succeed.

Show your passion for the #human side of business accounting through cultivating a deep understanding of the needs and aspirations of the people you serve.

Seek the #challenge of complex problems, crazy-smart collaborators and a fast-paced work environment.

#Champion sales thinking by bringing a unique point of view while inspiring impeccable quality from others.

Take #ownership by driving meaningful change and delivering results with passion and purpose.

Xero is an Equal Opportunity Employer.

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Christina Rowe
Global Head of Learning and Capabilities
CREATING SAFE SPACES
Share your voice and find support
As an ERG leader, Christina Rowe does more than schedule events. “My role involves listening to the needs of group members regarding career development, community and more,” she said. Through her ERG involvement, Rowe has gained a greater understanding of her peers’ diverse life experiences and skill sets while fostering dialogue related to topics that are often avoided in the workplace, such as women’s health. “It’s been a great way to help other women grow their careers and create a safe space for hard conversations,” she said.
As an ERG leader, Christina Rowe does more than schedule events. “My role involves listening to the needs of group members regarding career development, community and more,” she said. Through her ERG involvement, Rowe has gained a greater understanding of her peers’ diverse life experiences and skill sets while fostering dialogue related to topics that are often avoided in the workplace, such as women’s health. “It’s been a great way to help other women grow their careers and create a safe space for hard conversations,” she said.
Knowing that Xero puts so much awareness and investment into diversifying our leadership team makes me proud to be here.
Erika Porras Gutierrez
Platform Engineer
EDUCATION FOSTERS EMPATHY
A focus on learning cultivates compassion
Erika Porras Gutierrez’s work leading Xero’s ERG for Indigenous Americans has enhanced her employee experience in several ways. “It has clarified what inclusion really means, taught me new ways of interacting with people and made me more empathetic,” she said. Not only has she grown personally due to this role, but it’s also encouraged her to engage with other engineering teams in an effort to better understand her peers’ needs. She’s currently helping plan an event that will enable Indigenous people to share their unique stories with others in the company.
Erika Porras Gutierrez’s work leading Xero’s ERG for Indigenous Americans has enhanced her employee experience in several ways. “It has clarified what inclusion really means, taught me new ways of interacting with people and made me more empathetic,” she said. Not only has she grown personally due to this role, but it’s also encouraged her to engage with other engineering teams in an effort to better understand her peers’ needs. She’s currently helping plan an event that will enable Indigenous people to share their unique stories with others in the company.
Sharing our lives and our stories is how people connect and create community, and that is exactly what ERGs are all about.
Eean Tyson
Talent Specialist
BELONGING BUILDS PROGRESS
Inclusion defines connections and the talent search
Eean Tyson’s role as the co-chair of Black Xero enables him to champion inclusion and cultivate community across the company. “I want to ensure people feel a sense of belonging,” he said. Besides helping team members build meaningful connections with each other, he also spearheads talent-related initiatives that are informed by the organization’s DEI efforts. For instance, he recently took part in a scoping session in order to develop a road map for diverse hiring practices.
Eean Tyson’s role as the co-chair of Black Xero enables him to champion inclusion and cultivate community across the company. “I want to ensure people feel a sense of belonging,” he said. Besides helping team members build meaningful connections with each other, he also spearheads talent-related initiatives that are informed by the organization’s DEI efforts. For instance, he recently took part in a scoping session in order to develop a road map for diverse hiring practices.
I ask questions, validate others’ concerns and feelings, and ultimately aim to ensure everyone feels safe at Xero.

What are Xero Perks + Benefits

Xero Benefits Overview

Xero offers a variety of benefits aimed at helping our employees maintain their physical, financial and mental wellbeing, allowing them to bring their best selves to work each day

Culture
Volunteer in local community
Xero employees are given a day off each year to volunteer in their communities.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Remote work program
Typically, we work from home as needed. During COVID, all employees are working remotely and have access to stipends to access the equipment they need to be successful.
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Highly diverse management team
42% of Xero's leadership team is female, while our Board of Directors maintains an equal gender balance. Xero was included in Bloomberg's 2020 Gender Equality Index report.
Mandated unconscious bias training
All Xero employees will complete online unconscious bias training during on-boarding
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
The talent and leadership teams at Xero are committed to building diverse talent pipelines that reflect the communities we serve.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Xero allows employees to set aside pre-tax dollars for medical and dependent care expenses. $2,650 annual limit for healthcare FSA
Disability insurance
Xero's long and short term disability plans provide income protection at 60% of annual base salary
Dental insurance
Cigna dental PPO plan
Vision insurance
VSP vision plan
Health insurance
Xero offers a variety of health plans including Cigna HSA, Cigna PPO, and Kaiser HMO for Colorado and California employees
Life insurance
Provided to Xero employees at no cost. Coverage for each employee of 2x annual base salary up to $500,000
Wellness programs
Xero will fund up to $300 annually in employee health reimbursement account to be used toward a health improvement activity including gym membership, mental, physical or financial health
Mental health benefits
Concern EAP benefits for all employees
Financial & Retirement
401(K)
401(K) matching
Xero will match 100% on the first 3% contributions plus 50% match on next 2% of contributions
Company equity
All Xero employees are granted Restricted Stock Units at a certain percentage of their base salary which vests over a 3 year period
Child Care & Parental Leave Benefits
Generous parental leave
26 weeks paid parental leave.
Vacation & Time Off Benefits
Generous PTO
Xero offers 21 days of paid time off, 10 wellness days, as well as 11 paid holidays per calendar year. We also participate in a company wide shut down between Christmas and New Years Day
Paid volunteer time
Xero encourages employees to give back to our communities by providing 8 hours of paid volunteer time per year
Paid holidays
11 paid holidays per calendar year
Paid sick days
Each employee is granted 10 wellness days per year in addition to our generous PTO
Office Perks
Commuter benefits
Set aside pre and/or post tax dollars for commute related transit, parking and bike expenses
Company-sponsored outings
Annual holiday party, as well as a summer celebration!
Free snacks and drinks
You find a variety of fruit, chips, nuts, snack bars, sodas and iced tea in the Xero kitchen
Some meals provided
Breakfast each Tuesday and lunch every Thursday from a variety of local vendors
Company-sponsored happy hours
Happy hour starts every Friday at 4!
Fitness stipend
Our monthly health reimbursement plan can be used towards your fitness membership or a variety of other health related wellness programs
Professional Development Benefits
Job training & conferences
Teams have budget set aside each year to support growth and up-skilling
Lunch and learns
Promote from within
Customized development tracks

Additional Perks + Benefits

Xero leadership consistently reviews benefits to ensure they are competitive and allow our people to bring their full selves to work each day.

View full list of perks + benefits
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