Associate Solutions Consultant, Xero

$79-89k

+ Permanent employees are eligible to participate in our annual bonus and equity (RSU) programs

Salesforce

Junior, Mid and Senior level

Remote from US

More information about location

Accounting software for small businesses

Open for applications

Accounting software for small businesses

1001+ employees

FintechB2BBookkeepingSaaSAccounting

Open for applications

$79-89k

+ Permanent employees are eligible to participate in our annual bonus and equity (RSU) programs

Salesforce

Junior, Mid and Senior level

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 a solid understanding of accounting fundamentals, practice workflows, financial reporting, and compliance requirements
You possess clear communication and presentation abilities, with a natural talent for conducting engaging software demonstrations and training
You have experience with cloud accounting platforms and a genuine enthusiasm for the SaaS software space
You bring strong initiative, excellent attention to detail, and the confidence to operate independently when managing client files
You have a proven capability to build rapid, meaningful rapport with internal teammates and external practice partners
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

As an Associate Solutions Consultant, you will play a vital role in supporting Xero's Partner Sales channel to help accounting and bookkeeping practices build stronger businesses and embrace digital strategy
You will work closely with firms to guide them through client onboarding, data migration, and software implementation, ensuring they get the most out of the Xero ecosystem
By delivering tailored group webinars and one-on-one training sessions, you will empower accountants and bookkeepers to streamline their workflows and activate their subscriptions
Your efforts directly contribute to enabling small businesses to thrive through accessible, modern technology
You will collaborate directly with the post-sales partner consulting team, the Global Migration Team, and local account managers to deliver smooth implementation plans for practice partners
The team works closely together to manage partner relationships, share knowledge, and support firms through every stage of their digital transition
You will also connect with external conversion partners and firm leaders to ensure seamless data migrations and ongoing practice success
Guiding partners through data conversions and file preparation using specialised migration tools such as GMT, Jet Convert, and Advance Track
Delivering interactive 1:1 and 1:many training sessions and webinars covering Xero, Xero Payroll, Melio, Syft, and Hubdoc
Managing external stakeholder expectations and scheduling virtual and on-site onboarding sessions
Maintaining accurate practice contact details and communication logs within Salesforce CRM while creating self-serve guidance resources for partner queries
This role involves flexible working options alongside a field presence to support partner practices directly.
You can expect to travel to up to two cities per week for on-site partner visits (accounting for 50–75% of your time), with virtual connection options available where appropriate when working remotely or from a local office hub

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 (3.2)

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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