Hybrid Senior Partner Consultant, Payroll Specialist

Posted last month

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About the role

  • Demonstrate Xero’s payroll solutions in both pre- and post-sales contexts to accountants, bookkeepers, and direct businesses
  • Work closely with external stakeholders to ensure deeper adoption of our payroll platform within an accounting practice & businesses
  • Engage in regular face-to-face, virtual, and phone meetings with relevant internal and external stakeholders to manage project priorities
  • Assist partners with data conversions through detailed project planning and training guidance
  • Handle partner technical questions and escalations
  • Educate partners on all partner resources available
  • Actively prospect for and generate new sales opportunities, leveraging existing client relationships to upsell and cross-sell additional payroll products and services
  • Update CRM systems with all client communications, including calls, emails, and meetings
  • Maintain and update CRM systems with 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
  • Nurture relationships with accounting partners through attending events and hosting customized workshops
  • Meet and exceed individual sales goals and KPIs related to new business, upsells, and cross-sells
  • Manage multiple ongoing projects related to accounting partners and internal resources
  • Analyze and recommend solutions for internal and/or client workflow efficiencies

Requirements

  • Preferred: 3+ years of accounting, public accounting
  • Preferred: experience in B2B SaaS Customer Success, Account Management, or Sales with a track record of driving retention and expansion revenue
  • Payroll-specific expertise is essential
  • Strong knowledge of the workings of an accounting practice and systems
  • CPA certification a plus
  • Savvy tech skills and ability to demonstrate payroll solutions
  • Strong problem-solving skills and business acumen
  • Outstanding communication, planning and presentation skills
  • Ability to prospect, upsell and cross-sell payroll products and services
  • Experience updating and maintaining CRM systems
  • Willingness to travel domestically (up to ~25% for field, ~10% for internal events)
  • Experience in accounting practice operations

Benefits

  • very generous paid leave to use however you’d like (plus statutory holidays!)
  • dedicated paid leave to care for your physical and mental wellbeing
  • 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
  • Employee Share Plan
  • beautiful offices with snacks and break areas
  • flexible working
  • career development
  • Plus commission

Job title

Senior Partner Consultant, Payroll Specialist

Job type

Experience level

Senior

Salary

$103,300 - $142,100 per year

Degree requirement

No Education Requirement

Location requirements

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