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
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