Partner Success Manager, Xero
$82.3-113.2k
+ Commission
Cloud-based accounting software
Be an early applicant
Cloud-based accounting software
1001+ employees
Be an early applicant
$82.3-113.2k
+ Commission
1001+ employees
Company mission
To make life better for people in small business, their advisors, and communities around the world.
Role
Who you are
- Manage a large number of partner accounts, prioritizing time spent on account by opportunity potential
- Result driven and with strong initiative and able to work autonomously
- Outstanding communication and presentation skills
- Ability to thrive in a fast pace and complex environment
- Process driven and result focused approach
- Knowledge of Salesforce CRM
- A talent for strong customer engagement
- Strong cross functional and stakeholder management skills
- Experience in sales, in a fast paced technology or SaaS company
- Experience with managing long term client relationships
- Demo or Sales Engineer experience
- Accounting Experience is a plus
What the job involves
- As a Partner Success Manager (PSM) for Xero, you are responsible to deliver a best in class customer experience to established Xero partners
- In this dynamic role you will focus on partners who are currently on a business plan and will support them in implementing Xero, fulfilling their contract for the remaining duration of the term and setting them up for a successful renewal
- You will also engage partners who are not on a business plan but have the majority of their clients on Xero, to grow their organic run rate and identify growth opportunities
- As a PSM you will continue to drive the partner’s success through partner education of product offerings, the partner program, utilization/initiations and upgrades
- You will uncover and introduce opportunities for upsell and cross-sell, while also playing a pivotal role in preventing churn
- The PSM and the Post Sales Partner Consultants (PSPCs) work collaboratively to deepen the partners adoption and engagement with Xero
- This engagement includes supporting the partner’s journey to meet the commitment of their business plan
- Work with a selection of accounting and bookkeeping firms to strategize ways to increase their revenue and promote growth via cross-sell or up-sell opportunities
- Combat churn risk through education and value proposition, detecting and mitigating deletion or downgrade risks early
- Work with partners to ensure their customers are using the most appropriate Xero subscriptions and develop a conversion and activation plan to migrate new clients or upgrade existing clients
- Educate Partners on all Partner resources available, for example, ensuring Partners and staff attend webinars, events & complete certification training
- Collate feedback from Partners on feature requests and relay through the appropriate channels
- Provide resources and support to educate users about ancillary products, ensuring they understand their benefits and how to utilize them effectively
- Foster positive partner relationship(s); lead with service excellence, thought leadership, and proactive client management
- Obtain the highest levels of partner satisfaction through responsiveness, regular communication, and ongoing risk mitigation
- Travel is required regularly throughout the year for industry events and partner onsite meetings
- Developing and executing a strategic territory plan to meet/exceed monthly revenue & retention targets and meet/exceed monthly KPIs for gross orgs, initiations & activity metrics
- Fostering wonderful relationships - you are a ‘go to’ advisor of some of the most entrenched Partners, building deep relationships with Partners and stakeholders, developing multiple contacts within each Partner firm and educating them effectively
- Being self-motivated, process-oriented and taking full ownership of driving initiatives forward to create sustainable, long term revenue growth
- Contributing creative ideas to support the team getting to the next level, optimizing workflows and enhancing the partner experience
- Working collaboratively with Partner Consultants as well as cross functional teams such as Customer Experience, Partner Community, Sales Operations, Finance, Marketing, etc
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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