Partner Consultant

Posted 2 Days Ago
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San Mateo, CA
Hybrid
Entry level
Cloud • Fintech • Information Technology • Machine Learning • Software
Xero’s online accounting software connects small business owners with their numbers, their bank, and advisors anytime.
The Role
The Partner Consultant at Xero will drive adoption of Xero's cloud-based platform within accounting firms. Responsibilities include demonstrating solutions, managing stakeholder relationships, handling technical questions, and maintaining CRM systems. This position combines consulting and sales efforts, requiring significant travel and engagement with partners to enhance their use of Xero's tools.
Summary Generated by Built In

Xero is a beautiful, easy-to-use platform that helps small businesses and their accounting and bookkeeping advisors grow and thrive. 


At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. This purpose sits at the centre of everything we do. We support our people to do the best work of their lives so that they can help small businesses succeed through better tools, information and connections. Because when they succeed they make a difference, and when millions of small businesses are making a difference, the world is a more beautiful place.


At Xero, we’re here to make running a business beautiful. By making small business more efficient every day, connecting them with big business technology and empowering a community behind them, their potential is limitless. When that happens, we’re not only helping small business, we’ll be building a stronger economy that can change the world.

How You'll Make Impact:

  • At Xero the customer is the cornerstone of everything we do. We’re looking for a passionate consultant with accounting industry knowledge, savvy tech skills, who wants to be part of an accounting software company revolutionizing the small business world. This role is responsible to help drive the adoption of Xero within accounting firms making a change to use Xero’s cloud based platform. This role will be part consulting and part sales. You will need to be able to question and probe stakeholders to uncover new opportunities as well as present solutions that demonstrate how Xero’s products solve a firm's specific problems
  • This role requires travel within the greater metropolitan area. Up to 80% of your time will be spent in the field, meeting with prospective partners and hosting Xero events and certifications along with your community sales team. The remainder of your work will be done remotely, from your home office. In addition, 10% of this role requires domestic travel for trainings and events. 

What You'll Do:

  • Demonstrate Xero solutions in pre-sales context to accountants and bookkeepers.
  • Work closely with external stakeholders ensuring deeper adoption of the Xero platform within an accounting practiceWork closely with the sales team to deliver business plans for partners.
  • Engage in regular face-to-face, virtual and phone meetings with the relevant internal and external stakeholders managing pre-sales and project prioritiesAssist partners with data conversions through detailed project planning and training guidanceHandle partner technical questions and escalations.
  • Educate partners on all partner resources availableUpdate CRM system with all client communications including calls, emails and meetings.
  • Maintain and update CRM system of all practice staff and contact detailsRespond in a timely manner to all partner inquiriesManage the creation of resources (processes/videos) for frequently asked questions from partners.

Why Xero? 

Diversity of people brings diversity of thought, and we like that. Our human-first culture of respect, fairness, and inclusion is what helps Xeros thrive and work and beyond. Offering very generous paid leave to use however you’d like (plus statutory holidays!), dedicated paid leave to care for your physical and mental wellbeing as well as an Employee Assistance Program to access mental health care for you and your family, employee resource groups, wellbeing programming and allowances, medical, dental, vision, and disability insurance, fertility and family forming financial support, 401k contribution matching, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices with snacks and break areas, flexible working, career development and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.


Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single competency or experience. If you are excited about this role, but your past experience doesn't align perfectly, we encourage you to apply anyway. You could be just the right person for this role and Xero. If you have any support or access requirements, we encourage you to advise us at time of application and throughout the interview process.

What the Team is Saying

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The Company
HQ: Wellington
4,700 Employees
Hybrid Workplace
Year Founded: 2006

What We Do

Xero is a global small business platform with 3.95 million subscribers which includes a core accounting solution, payroll, workforce management, expenses and projects. Xero also has an extensive ecosystem of connected apps and connections to banks and other financial institutions helping small businesses access a range of solutions from within Xero’s open platform to help them run their business and manage their finances.

Why Work With Us

Xero is not like most companies. When you join Xero, you become part of something beautiful —a global community of people who are passionate about making an impact on the world. It’s a place where you can truly be yourself and find success in a way that’s meaningful to you.

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Xero Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQWellington, NZ
Singapore
Denver, CO
London, GB
New York, NY
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San Mateo, CA
Sydney, NSW
Toronto, Ontario
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