Sales Operations Lead, Xero

6 Month Contract

$116-155k

Salary dependent on location. Plus equity and performance incentives.

Salesforce

Senior and Expert level

New York

Remote from US

More information about location

Accounting software for small businesses

Be an early applicant

Accounting software for small businesses

1001+ employees

FintechB2BBookkeepingSaaSAccounting

Be an early applicant

$116-155k

Salary dependent on location. Plus equity and performance incentives.

Salesforce

Senior and Expert level

New York

Remote from US

More information about location

1001+ employees

FintechB2BBookkeepingSaaSAccounting

Company mission

To make life better for people in small business, their advisors, and communities around the world.

Job

Company

Role

Who you are

You bring extensive knowledge of the sales cycle and a proven ability to optimise operations for maximum efficiency
A deep proficiency in Salesforce and CRM tools is essential for your success in managing complex data and reporting
You possess a growth mindset and the ability to transform complicated metrics into actionable business insights
Your collaborative approach allows you to work cross-functionally and lead change initiatives that drive adoption across the organisation
You will have a commitment to data accuracy and a sharp eye for detail when managing territory strategies and performance metrics
Bringing a problem-solving lens helps you identify operational challenges and implement innovative, scalable solutions
Apply even if your experience isn't a perfect match! At Xero, we hire based on your skills, passion, and the unique perspective you can bring to enhance our culture and team

What the job involves

The Sales Operations Lead is a pivotal role dedicated to driving Xero’s growth within the US market by ensuring our sales operations are efficient, compliant, and strategically aligned
You will lead critical efforts in sales forecasting, territory management, and segmentation models that directly contribute to our mission of making small business more beautiful
By serving as the focal point for reporting and sales queries, you will implement streamlined processes and quarterly improvement projects
Your work ensures that our sales leadership has the insights and operational integrity needed to achieve revenue targets and deepen engagement across our key partner segments
You will join a talented Sales Operations team, working closely alongside a Senior Sales Operations Analyst and reporting to the Head of Sales Operations
This collaborative group functions as a bridge between Sales and Finance, tapping into global expertise to land local initiatives that enhance our service offering
Designing and executing business strategies for the US partner channel to ensure profitable and efficient operations
Managing the accuracy of weekly, quarterly, and annual sales forecasting data to support long-term strategic goals
Refining the frequency-based partner segmentation model to enhance performance insights and decision-making
Supporting the implementation and team-wide utilisation of Salesforce to drive data-led sales excellence

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

Led by a woman

Top investors

3% employee growth in 12 months

Glassdoor (4)

Trustpilot (4.1)

Company

Company HQ

Te Aro, Wellington, Wellington

Leadership

Sukhinder Singh Cassidy

(CEO)

Prior to Xero, she founded Boardlist and Joyus. She also served as the CEO of Polyvore and as a President of Asia Pacific and Latin America Operations at Google.

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