Senior Account Manager

Posted 5 Days Ago
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Sydney, New South Wales
Hybrid
Senior 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 Senior Account Manager at Xero is responsible for managing and growing relationships with large and mid-tier Accounting Partners, focusing on facilitating their migration to the Xero platform. This includes driving sales, developing project plans, ensuring partner engagement, and updating CRM systems. The role requires extensive client interaction and effective communication to foster long-term relationships.
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.


How you’ll make an impact:


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 where you will manage and attend extensive appointments with Accounting Partners, and travel around your allocated territory across Sydney.


You’ll form great relationships with your Accounting Partners and also work closely with your team members to make sure that you and your team are working in the best way to support Xero’s business goals.

What you’ll do

  • Manage the sales and account management relationships with large and mid-tier accounting partnersDrive customer numbers up and achieve monthly targets
  • Drive online strategy deep within the practice
  • Develop ​project plans to support migration to Xero
  • Engage in a call cycle (a minimum of every 8 weeks) with all allocated partners
  • Deliver Xero partner events and drive attendance at Xero sales events and Partner ForumsEnsure Partners and other employees within the Practice attend introductory webinars, events & certification training
  • Ensure that a formal Partner engagement plan is developed for each partner
  • Manage the recruitment and growth of your partner base and educate Partners on all partner resources availableMonitor all existing Partners as they progress through the sales cycle
  • Update our CRM system (Salesforce) with all client communications including calls, emails and meetings.

What you’ll bring with you:

  • Experience in account management, partner/client success, consultative sales, or related field
  • Proven sales performance and experience working within sales cycles
  • A results driven approach with attention to detail and follow-upLoads of initiative and ability to work autonomously
  • Outstanding presentation skills to showcase the Xero product to clients Exceptional interpersonal skills to build trust and foster long-term client relationships
  • Strong data-driven mindset and experience with CRM and customer success tools (e.g. Salesforce)
  • An interest and intrigue in the emerging online accounting market and Fintech
  • Experience and knowledge of the workings of an accounting practice is a plus.

Why Xero? 

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, health insurance, life insurance, and income protection, wellbeing and sports programmes, employee resource groups, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices, flexible working, career development, and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.

What the Team is Saying

Rose
Sophia
The Company
HQ: Hawthorn, VIC
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.

Join us from home or at one of our beautiful workspaces. Xero has offices in Australia, New Zealand, United Kingdom, United States, Canada, Singapore, and South Africa.

Typical time on-site: Flexible
HQMelbourne (HQ)
HQWellington, NZ
Singapore
Auckland, NZ
Brisbane
Denver, CO
London, GB
Napier, NZ
New York, NY
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San Mateo, CA
Sydney, NSW
Toronto, Ontario
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