Xero
Partner Consultant
To make life better for people in small business, their advisors, and communities around the world by rewiring the world of small business by making it seamless, simpler, and smarter
Sales and customer success
Full-time
Hybrid | Sydney, NSW, Australia
Visa sponsorship · No
Junior · A role for someone with some basic skills, good motivation and ability to learn. Typically 1-2 years of experience is required.
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Why Xero
Xero is a cloud-based accounting software platform for small businesses with over 2.7 million subscribers globally. Through Xero, small business owners and their advisors have access to real-time financial data any time, anywhere and on any device. Xero offers an ecosystem of over 1,000 third-party apps and 300 plus connections to banks and other financial partners. In 2020 and 2021, Xero was included in the Bloomberg Gender-Equality Index and in 2020, Xero was recognised by IDC MarketScape as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment.
About the role
How you’ll make an impact:
With an exciting 2025 ahead of us, we are looking for** two **great new Partner Consultants to join our Sydney team. As a Partner Consultant here at Xero, your role is to support Xero’s Partner Sales channel, whose aim is to support accounting and bookkeeping firms continual success in migrating clients on to the Xero platform and to help them develop and execute a digital strategy. You will provide expert pre-sales technical demonstrations of the value and benefits of the Xero platform to shape and close pre-qualified deals and ensure the efficient transition of a Partner from sale to utilisation. You will also be able to identify potential opportunities (pre and post sale) for the Practice to further digitalise their workflows and provide more value to their clients.
What you'll do:
- Demonstrate Xero solutions including Xero HQ, Xero Business, Xero Tax, Xero Practice Manager, Xero Report Templates and Xero Workpapers, in pre-sales context to Accountants and Bookkeepers
- Work closely with our Sales team to deliver business plans for Partners and sales plans for the territory
- Implementation of the online strategy developed in conjunction with Account Managers for each Partner
- Engage in a regular meetings with the relevant territory sales staff to agree sales and project priorities
- Assist partners with data conversions through detailed project planning and training guidance
- Handling Partner technical queries and escalations as well as respond in a timely manner to all Partner enquiries
- Proactively educate partners on all partner resources available
- Update CRM system (Salesforce) with all client communications including calls, emails and meetings
- Maintaining and updating CRM system of all practice staff and contact details
- Manage the creation of resources (processes/videos) for frequently asked questions from our Partners
What you'll bring:
- Intimate knowledge of the workings of an accounting and/or book keeping practice
- Training experience with accounting software knowledge
- Direct exposure to financial reporting, tax returns and compliance work
- An understanding of CRM systems
- A passion for SaaS and the online accounting market
- Outstanding communication and presentation skills and an enthusiasm for building strong relationships
- Ability to create a quick and strong rapport with partners
- Loads of initiative and ability to work autonomously
- Strong attention to detail and follow-up skills
- A process driven mindset and the passion and desire to make a difference
What you'll be responsible for
- 💬
Customer Advocacy and Feedback
Advocate for customers by providing feedback to internal teams on how to better meet customer needs
- 👍🏼
Adoption and Success Management
Support customers gain value from the product / service. Including check-ins, training, addressing blockers to adoption, and providing best practice advice
- 💼
Account Retention and Expansion
Proactively identify opportunities for expansion and limit risk of churn by collaborating with clients to deliver on actions
Skills you'll need
- 👥
Collaboration
Works with others by being open, clear in communication and listening to achieve goals
- 🛎
Service orientation
Actively seeks and develops strategies to help key stakeholders
- 💡
Problem solving
Identifies problems and develops logical solutions that address the problems
Meet the team
Members of the sales team at Xero have a habit of referring to their customers as partners. This slight distinction in terminology is part of what sets the tone for how the cloud-based accounting software company interacts with accountants and bookkeepers. We want to have a positive impact on the world by helping small businesses grow. Our teams do this by partnering with accounting professionals to educate them on how our business platform can help to build efficiencies not only for their firms, but also help increase the success rate of their clients by putting them in the position to better advise their clients. In short, I don’t view what we do as selling but rather educating or consulting our partners on our platform as an option.