Partner Solutions Consultant

1 week ago


Melbourne, Victoria, Australia Xero Full time
How you'll contribute: As a Partner Consultant, your primary responsibility is to enhance Xero's Partner Sales network, aimed at empowering accounting and bookkeeping firms in their ongoing journey to transition clients onto the Xero platform while assisting them in formulating and implementing a digital strategy. You will deliver expert pre-sales technical demonstrations showcasing the value and advantages of the Xero platform, facilitating the closure of pre-qualified deals and ensuring a seamless transition for Partners from sale to active use. Additionally, you will identify potential avenues (both pre and post-sale) for Practices to further digitalize their operations and deliver enhanced value to their clientele.

Key Responsibilities:

Showcase Xero solutions such as Xero HQ, Xero Business, Xero Tax, Xero Practice Manager, Xero Report Templates, and Xero Workpapers in a pre-sales environment to Accountants and Bookkeepers. Collaborate closely with the Sales team to devise business strategies for Partners and sales plans for the designated territory. Execute the online strategy developed in partnership with Account Managers for each Partner. Participate in regular meetings with relevant territory sales personnel to align on sales and project priorities. Support partners with data migration through meticulous project planning and training support. Address Partner technical inquiries and escalations while educating them on available partner resources. Maintain the CRM system (Salesforce) with comprehensive records of all client interactions, including calls, emails, and meetings. Keep the CRM system updated with all practice staff and contact information. Respond promptly to all Partner inquiries. Oversee the creation of resources (processes/videos) addressing frequently asked questions from Partners.

What you will bring:

Deep understanding of the operations within an accounting practice and associated systems. Experience in training and knowledge of accounting software. Familiarity with financial reporting, tax compliance, and related tasks. Knowledge of CRM systems. A strong interest in SaaS and the online accounting sector. Excellent communication and presentation skills, with a passion for fostering strong relationships. Ability to quickly establish rapport with partners. High levels of initiative and the capability to work independently. Strong attention to detail and follow-up abilities. A process-oriented mindset with a commitment to making a positive impact.

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