Experience in sales, business development, or partner acquisition., Proven success in converting cold leads into qualified opportunities., Strong organizational skills and ability to manage multiple conversations., Familiarity with Salesforce or similar CRM..
Key responsibilities:
Prospect and engage accounting and bookkeeping firms with 175+ clients.
Deliver 100 outbound calls and 15 meetings weekly, including 5 in-person.
Host monthly events to attract new partner firms and represent Xero at industry conferences.
Maintain accurate CRM records for forecasting and reporting.
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Planday from Xero is a leading digital solution that uncomplicates everyday scheduling and workforce management by making it easier for businesses and shift workers around the world to communicate, collaborate, and get work done.
Powered by a community of local industry experts, Planday provides a best-in-class digital platform that is easy to use, accurate, secure, and compliant with local needs and standards. From payroll and accounting to POS and reporting, its open API and tech ecosystem is scalable to fit shifting business needs and to build an engaged, flexible workforce.
Founded in 2004, Planday is headquartered in Copenhagen, Denmark and supports over 400,000 users across Europe, Australia and the US. Planday was acquired by Xero in 2021.
For more information, please visit www.planday.com
At Xero, we’re here to help you supercharge your business. We do this by automating routine tasks, surfacing actionable insights and connecting businesses with the right data, advisors and apps. When that happens, we’re not only making life better for small business, we’ll be building a stronger economy that can change the world.
We’re looking for a field-focused business development representative to grow our partner network in Texas. You will identify and engage accounting and bookkeeping firms with at least 175+ clients (representing at least 175+ unique Xero logins) and help them activate as Xero partners. Your outreach will power regional growth and support the larger sales motion. This role is built for someone who thrives in a high-activity environment, enjoys connecting with firms in person and virtually, and is motivated by clear and measurable goals.
What you'll do:
Prospect accounting and bookkeeping firms that serve 175+ or more clients
Deliver 100 outbound calls and 15 meetings each week, with at least 5 in person across Austin & Houston
Host one monthly event in your region to attract and engage new partner firms (10-15 attendees)
Represent Xero at 3 to 4 major industry conferences per year, running booth operations and capturing qualified leads
Guide firms through early-stage onboarding by helping them join the partner program and activate their first paid client
Collaborate with sales and marketing to refine outreach strategies and lead handoffs
Maintain accurate and timely CRM records to support forecasting and reporting
What success looks like:
Maintaining weekly outbound calls (100+) and weekly meeting cadence (15 with 5 in-person).
Maintain event hosting/management cadence along with attending industry conferences.
Clear progression from first contact to activation, with new firms signing partner agreements and onboarding their first paid client
Clear impact on new customer growth through partner acquisition
CRM records that reflect clean handoffs and transparent reporting
What you’ll bring:
Experience in sales, business development or partner acquisition
Proven success converting cold leads into qualified opportunities
Confidence engaging senior stakeholders at small firms both virtually and in person
Strong organizational habits with the ability to manage multiple conversations and follow-ups
Familiarity with Salesforce or similar CRM
Willingness to travel regularly across Austin and Houston
You’ll join a mission-driven team that believes in the power of small business. You’ll be supported, challenged and given opportunities to grow in a company that values purpose and performance.
Why Xero?
Diversity of people brings diversity of thought, and we like that. Our human-first culture of respect, fairness, and inclusion is what helps Xeros thrive and work and beyond. 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, 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, an Employee Share Plan, beautiful offices with snacks and break areas, flexible working, career development and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.
Required profile
Experience
Spoken language(s):
English
Check out the description to know which languages are mandatory.