How you’ll make an impact:
As a Partner Consultant, your role is to support Xero’s Partner Sales channel. 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 efficient transition of a Partner from sale to utilization. Additionally, you will identify potential opportunities (pre and post-sale) for the Practice to further digitalize 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 Sales team to deliver business plans for Partners and sales plans for the territory
- Implement the online strategy developed in conjunction with Account Managers for each Partner
- Engage in regular meetings with the relevant territory sales staff to agree on sales and project priorities
- Assist partners with data conversions through detailed project planning and training guidance
- Handle Partner technical queries and escalations
- Educate partners on all partner resources available
- Update CRM system (Salesforce) with all client communications including calls, emails, and meetings
- Maintain and update CRM system of all practice staff and contact details
- Respond in a timely manner to all Partner inquiries
- Manage the creation of resources (processes/videos) for frequently asked questions from Partners
What you'll bring:
- Intimate knowledge of the workings of an accounting practice and related systems
- Training experience and accounting software knowledge
- 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
- Process-driven mindset and the passion and desire to make a difference
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