Associate Partner Consultant Post Sales (6 months, fixedterm)

Work set-up: 
Full Remote
Contract: 
Full time
Work from: 
United States

Offer summary

Qualifications:

Knowledge of accounting practices and related systems., Experience with accounting software, especially Xero., Understanding of financial reporting, tax returns, and compliance., Strong communication skills and initiative..

Key responsibilities:

  • Support partner onboarding, client conversions, and training sessions.
  • Assist with data migration projects and technical queries.
  • Conduct virtual and on-site meetings with partners and clients.
  • Maintain CRM records and create resources for partner support.

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Planday https://www.planday.com/
201 - 500 Employees
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Job description

Our Purpose
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.

At Xero, we’re here to make running a business beautiful. By making small business more efficient every day, connecting them with big business technology and empowering a community behind them, their potential is limitless. When that happens, we’re not only helping small business, we’ll be building a stronger economy that can change the world.

How Youll Make Impact:
  • As an Associate Partner Consultant, 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 help them develop and execute a digital strategy. You will work directly with the Partner Consulting team and Global Migration Team to assist in data migration projects and work towards delivering 1:1 and 1:many training and webinar sessions to accountants and bookkeepers who use Xero.
  • You will primarily collaborate with the post sales partner consulting team and focus on the motions of onboarding, client conversions, training and ad hoc support. These motions will primarily be delivered to partners on a business plan and tasks will be directly related to the ultimate goal of helping them activate their placeholder subscriptions. You will execute on these motions through both onsite and virtual meetings, but the expectation is that travel for onsite support will be required for 5075% of your time. Your ability to execute on training plans and office visit agendas, while able to pivot when necessary, will be vital to your success. You will need to be able to operate on your own to better identify clients, prepare and upload files for conversion, and deliver ad hoc training.
  • Travel will be necessary, up to 2 cities a week with the option of virtual connection where appropriate.

  • What you’ll do
  • Demonstrate Xero solutions including Xero HQ, Xero Inventory Plus,, Xero Practice Manager, Xero Report Templates, Xero Workpapers, and Hubdoc in postsales context to Accountants and Bookkeepers
  • Work closely with Partner Consulting team to deliver implementation plans for Partners
  • Assist partners with data conversions through detailed project planning and training guidance
  • Educate partners on all partner resources available, handling Partner technical queries and escalations
  • Updating 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 (processesvideos) for frequently asked questions from Partners

  • Prepare and lead external meetings
  • Establish expectations with internal (account manager, primary supporting partner consultant) and external stakeholders (firm owners, champion, other staff, conversion partners, etc.)
  • Schedule virtual and on site meetings with relevant stakeholders

  • Onboarding meetings and client conversions
  • Validate the best method of bringing the partner’s clients onto Xero
  • For manual conversions, walk the partner through the process of importing relevant client data; facilitate conversions on site to expedite the process
  • For data conversions, determine the best conversion partner, be it GMT, Jet Convert, Advance Track, or other
  • Assist the partner in manually preparing files for conversion, and assist in initiating the conversions
  • Support the partner during the entirety of the conversion process (communicating with conversion partner, reviewing converted files, etc.)

  • Execute on training
  • Execute formal trainings as determined by the primary supporting partner consultant
  • Trainings may be on site or virtual, or 1:many webinar format

  • What Success looks like:
  • Hitting and exceeding certain activation and revenue targets
  • Executing and fulfilling 90 day implementation plans
  • Maintaining positive NPS score for all partners supported

  • Critical competencies
  • A passion for SaaS and the online accounting market.
  • Clear communication and presentation skills that can be harnessed for product demonstrations.
  • Ability to create a quick and strong rapport with other Xero’s.
  • Loads of initiative.
  • Strong attention to detail.
  • Passion and desire to make a difference.

  • Experience
  • Some knowledge of the workings of an accounting practice and related systems.
  • Some experience and accounting software knowledge.
  • Intimate knowledge of Xero
  • Have been introduced to and able to understand financial reporting, tax returns and compliance work.
  • Strong understanding of the fundamentals of accounting

  • Why Xero?
    Diversity of people brings diversity of thought, and we like that. Our humanfirst 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.

    Hard Skills

    Data MigrationAccounting SoftwareProject ManagementAccounting SoftwarePresentation TrainingMicrosoft Dynamics CRMCompliance ManagementCorporate Financial ReportingTax Returns

    Other Skills

    • Training And Development
    • Rapport Building
    • Detail Oriented
    • Communication
    Are you interested?

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