Associate Partner Consultant, Xero
Post Sales, 6 Months, Fixed-Term
$79.6-89.6k
More information about location
Cloud-based accounting software
Open for applications
Cloud-based accounting software
1001+ employees
Open for applications
$79.6-89.6k
More information about location
1001+ employees
Company mission
To make life better for people in small business, their advisors, and communities around the world.
Role
Who you are
- A passion for SaaS and the online accounting market
- Clear communication and presentation skills that can be harnessed for product demonstrations
- Ability to create a quick and strong rapport with other Xero’s
- Loads of initiative
- Strong attention to detail
- Passion and desire to make a difference
- Some knowledge of the workings of an accounting practice and related systems
- Some experience and accounting software knowledge
- Intimate knowledge of Xero
- Have been introduced to and able to understand financial reporting, tax returns and compliance work
- Strong understanding of the fundamentals of accounting
What the job involves
- As an Associate Partner Consultant, your role is to support Xero’s Partner Sales channel, whose aim is to support accounting and bookkeeping firms’ continual success in migrating clients on to the Xero platform and help them develop and execute a digital strategy
- You will work directly with the Partner Consulting team and Global Migration Team to assist in data migration projects and work towards delivering 1:1 and 1:many training and webinar sessions to accountants and bookkeepers who use Xero
- You will primarily collaborate with the post sales partner consulting team and focus on the motions of onboarding, client conversions, training and ad hoc support
- These motions will primarily be delivered to partners on a business plan and tasks will be directly related to the ultimate goal of helping them activate their placeholder subscriptions
- You will execute on these motions through both on-site and virtual meetings, but the expectation is that travel for on-site support will be required for 50-75% of your time
- Your ability to execute on training plans and office visit agendas, while able to pivot when necessary, will be vital to your success
- You will need to be able to operate on your own to better identify clients, prepare and upload files for conversion, and deliver ad hoc training
- Demonstrate Xero solutions including Xero HQ, Xero Inventory Plus,, Xero Practice Manager, Xero Report Templates, Xero Workpapers, and Hubdoc in post-sales context to Accountants and Bookkeepers
- Work closely with Partner Consulting team to deliver implementation plans for Partners
- Assist partners with data conversions through detailed project planning and training guidance
- Educate partners on all partner resources available, handling Partner technical queries and escalations
- Updating CRM system (Salesforce) with all client communications including calls, emails and meetings
- Maintaining and updating CRM system of all practice staff and contact details
- Manage the creation of resources (processes/videos) for frequently asked questions from Partners
- Establish expectations with internal (account manager, primary supporting partner consultant) and external stakeholders (firm owners, champion, other staff, conversion partners, etc.)
- Schedule virtual and on site meetings with relevant stakeholders
- Validate the best method of bringing the partner’s clients onto Xero
- For manual conversions, walk the partner through the process of importing relevant client data; facilitate conversions on site to expedite the process
- For data conversions, determine the best conversion partner, be it GMT, Jet Convert, Advance Track, or other
- Assist the partner in manually preparing files for conversion, and assist in initiating the conversions
- Support the partner during the entirety of the conversion process (communicating with conversion partner, reviewing converted files, etc.)
- Execute formal trainings as determined by the primary supporting partner consultant
- Trainings may be on site or virtual, or 1:many webinar format
- What Success looks like:
- Hitting and exceeding certain activation and revenue targets
- Executing and fulfilling 90 day implementation plans
- Maintaining positive NPS score for all partners supported
Our take
For a long time, high-quality financial services have been reserved for large-scale businesses. Xero solves this problem by giving small businesses, accountants, and bookkeepers access to best-in-class finance and accounting solutions.
Xero is one of the largest companies of its kind, with its promise to save time and effort for small business owners - who often don’t have in-house accounting teams - capturing interest and allowing the company to scale. It has a strong rival in Intuit QuickBooks, which offers similar services, but competes by being most effective for growing startups, and having an incredibly simple user experience.
A series of acquisitions and partnerships, including the purchase of Instafile in 2018, have consolidated Xero’s market share. The company continues to add new integrations, such as with Vehocheck Workshop Manager, and the 2023 launched Beautiful Business Fund that will help small businesses accelerate growth.
Steph
Company Specialist at Welcome to the Jungle
Insights
3% employee growth in 12 months
Company
Company benefits
- Top-spec MacBook or HP Z-book
- Employee Share Plan (own a part of Xero!)
- 23 days holiday plus Bank Holidays (plus an extra 3 days over the Christmas period!)
- 10 days Wellbeing Leave (for sickness, emergencies and taking a mental health break)
- Company Pension Scheme (matched contributions up to 4.5%)
- A range of wellbeing initiatives
- Remote and Flexible Working
Company HQ
Te Aro, Wellington, Wellington
Leadership
Rod Drury
(Founder)Previously Consultant at EY, Founder of Glazier System. Was CEO of AfterMail and Director at TradeMe. Also founded Pacific Fibre and was Director at NZX.
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