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Strategic Partner Advisor
2 months ago
Key Responsibilities:
Present Xero solutions such as Xero HQ, Xero Business, Xero Tax, Xero Practice Manager, Xero Report Templates, and Xero Workpapers in a pre-sales context to Accountants and Bookkeepers. Collaborate closely with the Sales team to develop business plans for Partners and sales strategies for the designated territory. Execute the online strategy created 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 migrations through comprehensive project planning and training assistance. Address Partner technical inquiries and escalations while educating partners on available resources. Maintain the CRM system (Salesforce) with 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.Qualifications:
Deep understanding of the operations of an accounting practice and associated systems. Experience in training and knowledge of accounting software. Familiarity with financial reporting, tax compliance, and related work. Understanding of CRM systems. A strong interest in SaaS and the online accounting sector. Excellent communication and presentation skills, with a passion for building robust relationships. Ability to quickly establish rapport with partners. Proactive mindset and capability to work independently. Keen attention to detail and strong follow-up abilities. Process-oriented mindset with a genuine desire to make a positive impact.