Partner Consultant

3 days ago

Melbourne, Victoria, Australia Xero Full time
Job Title: Partner Consultant

About the Role:

We are seeking a highly skilled and experienced Partner Consultant to join our team at Xero. As a Partner Consultant, you will play a critical role in supporting our Partner Sales channel, helping accounting and bookkeeping firms to succeed in migrating clients onto the Xero platform and develop a digital strategy.

Key Responsibilities:

  • Demonstrate Xero solutions, including Xero HQ, Xero Business, Xero Tax, Xero Practice Manager, Xero Report Templates, and Xero Workpapers, in pre-sales contexts to accountants and bookkeepers.
  • Work closely with the Sales team to deliver business plans for Partners and sales plans for the territory.
  • Implement the online strategy developed in conjunction with Account Managers for each Partner.
  • Engage in regular meetings with territory sales staff to agree sales and project priorities.
  • Assist Partners with data conversions through detailed project planning and training guidance.
  • Handle Partner technical queries and escalations, educate Partners on all Partner resources available.
  • Update the CRM system (Salesforce) with all client communications, including calls, emails, and meetings.
  • Maintain and update the CRM system of all practice staff and contact details.
  • Respond in a timely manner to all Partner enquiries.
  • Manage the creation of resources (processes/videos) for frequently asked questions from Partners.

Requirements:

  • Intimate knowledge of the workings of an accounting practice and related systems.
  • Training experience and accounting software knowledge.
  • Exposure to financial reporting, tax returns, and compliance work.
  • An understanding of CRM systems.
  • A passion for SaaS and the online accounting market.
  • Outstanding communication and presentation skills and an enthusiasm for building strong relationships.
  • Ability to create a quick and strong rapport with Partners.
  • Loads of initiative and ability to work autonomously.
  • Strong attention to detail and follow-up skills.
  • Process-driven mindset and the passion and desire to make a difference.

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