Senior Account Executive, Xero
$85-114k
More information about location
Cloud-based accounting software
Job no longer available
Cloud-based accounting software
1001+ employees
Job no longer available
$85-114k
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
- An interest and intrigue in the emerging online accounting market and Fintech
- Results driven approach
- Loads of initiative and ability to work autonomously
- Outstanding communication and presentation skills and an enthusiasm for building strong relationships
- Ability to create a quick and strong rapport with partners
- Attention to detail and follow-up
- Process driven and takes ownership
- Passion and desire to make a difference
- Proven sales performance
- Field Account Manager experience
- Experience with computers and applications software, including CRM database skills
- Experience/Knowledge of the workings of an accounting practice is desirable
What the job involves
- As a Senior Account Manager (SAM), you are responsible for managing, developing and growing large and mid-tier Accounting Partners by helping them to develop and execute a digital strategy
- The overall aim is to support their continual success in migrating clients on to the Xero platform
- This is a field based role requiring extensive appointment making, meeting management and travel around your allocated territory
- You’ll form great relationships with your Accounting Partners and also work closely with your Senior Account Management colleagues to make sure that you and your colleagues are working in the best way to support Xero’s success overall
- Manage the sales and account management relationships with large and mid-tier accounting partners
- Drive customer numbers up and achieve monthly targets
- Drive online strategy deep within the practice
- Develop project plans to support migration to Xero
- Deliver Xero partner events
- Ensure that a formal Partner engagement plan is developed for each partner
- Manage the recruitment, education and growth of your partner base
- Ensure Partners and and other employees within the practice attend introductory webinars, events & certification training
- Educate Partners on all partner resources available
- Monitor all existing Partners as they progress through the sales cycle
- Update our CRM system (Salesforce) with all client communications including calls, emails and meetings
- Maintain and update our CRM system of all practice staff and contact details
- Respond in a timely manner to all Partner enquiries
- Engage in a call cycle (a minimum of every 8 weeks) with all allocated partners
- Drive attendance at Xero sales events and Partner Forums
- Work closely with Partner Services to deliver the business plan
- Success looks like: Revenue / Net New CMR, Appointments made, Meetings attended, Opportunities createdIntegrity of CRM Data, Excellence in territory management and forecasting
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
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 values
- Human - Xeros are authentic, inclusive and really care. We’re kind and assume the best intent. We’re inclusive, approachable and show empathy. We’re willing to be vulnerable, sharing our fears, failures and learnings.
- Ownership - Xeros deliver on commitments. We do what we say we’ll do. We own our mistakes and take positive action. We move fast to get the right things done.
- Challenge - Xeros are curious. We think and dream big. We welcome challenging conversations and do it with respect. We lead and embrace change, seeking new and better ways.
- Beautiful - Xeros create experiences people love, and that inspire and delight. We do high-quality work and go the extra mile.
- Team - Xeros are great team players. We champion Xero’s purpose and priorities. We work together to do what’s best for Xero and our customers. We appreciate and celebrate each other and our successes.
Company HQ
Te Aro, Wellington, Wellington
Articles
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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