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Partner Success Manager

Role overview

Qualifications

  • A background in account management, partner success, or sales within a fast-paced SaaS or technology environment.
  • Experience managing a portfolio of partner accounts, with a track record of prioritising effectively to meet growth and retention goals.
  • Proven ability to lead strategic business reviews, present to key stakeholders, and navigate value-based commercial conversations.
  • Familiarity with Salesforce CRM and data insights to manage pipeline, forecasting, and account health.

Responsibilities

  • Managing a portfolio of accounting and bookkeeping firms using Salesforce CRM to track health signals, forecasting, and expansion pipelines.
  • Conducting structured business reviews and success planning sessions to align commercial goals with platform capabilities.
  • Championing full platform adoption across core features, including payroll, online bill pay, analytics, and AI-driven tools.
  • Identifying churn risks early and implementing proactive retention and subscription optimisation strategies.

About the company

Xero logo

Xero

Accounting

Xero is a global small business platform with 3.5 million subscribers which includes a core accounting solution, payroll, workforce management, expenses and projects. Xero also has an extensive ecosystem of connected apps and connections to banks and other financial institutions helping small businesses access a range of solutions from within Xero’s open platform to help them run their business and manage their finances. For four consecutive years (2020-2023) Xero was included in the Bloomberg Gender-Equality Index. In 2021 and 2022, Xero was included in the Dow Jones Sustainability Index (DJSI), powered by the S&P Global Corporate Sustainability Assessment. Xero is a FIFA Women’s Football partner. Get support http://central.xero.com

Company details

IndustryAccounting
Company size1001 - 5000

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Job description

The role / impact

As a Partner Success Manager at Xero, you will drive retention and revenue growth across an assigned portfolio of accounting and bookkeeping partners. You will champion the adoption of the full Xero platform, helping partners realise measurable value through proactive business reviews, strategic success planning, and tailored growth solutions.

By connecting partner needs with the right Xero features—including online bill pay, payroll, analytics, and AI-powered capabilities—you will uncover expansion opportunities, improve subscription attach rates, and secure long-term retention. Your work directly strengthens partner practices while helping small businesses thrive.

The team & how they connect

You will join a dedicated post-sales team working side-by-side with Solutions Consultants to deepen partner engagement and support account growth. Together, you will collaborate closely across Customer Experience, Marketing, Sales Operations, and Finance to deliver joined-up support for accounting and bookkeeping firms. By acting as trusted strategic advisors, the team ensures our partners have everything they need to scale their practices effectively.

Initially, you will focus on

  • Managing a portfolio of accounting and bookkeeping firms using Salesforce CRM to track health signals, forecasting, and expansion pipelines.

  • Conducting structured business reviews and success planning sessions to align commercial goals with platform capabilities.

  • Championing full platform adoption across core features, including payroll, online bill pay, analytics, and AI-driven tools.

  • Identifying churn risks early and implementing proactive retention and subscription optimisation strategies.

Where and how you can work

This role offers flexible working arrangements, including hybrid and remote options depending on your location. You will also travel regularly for industry events and on-site partner meetings, with access to collaborative office spaces for team connection days and shared focus time.

Here are some of the things we are looking for

  • A background in account management, partner success, or sales within a fast-paced SaaS or technology environment.

  • Experience managing a portfolio of partner accounts, with a track record of prioritising effectively to meet growth and retention goals.

  • Proven ability to lead strategic business reviews, present to key stakeholders, and navigate value-based commercial conversations.

  • Familiarity with Salesforce CRM and data insights to manage pipeline, forecasting, and account health.

  • Expertise in positioning broader platform products such as payroll, analytics, or automated workflow tools.

  • A collaborative mindset and strong communication skills to work seamlessly with technical consultants and cross-functional teams.

Compensation & Total Rewards

At Xero, we value the impact and skills you bring to the team. We don’t just hire for a role; we invest in people. We believe in a Total Package philosophy - which means your value isn't just a single number on a paycheck. While base salary is a core component, we look at your compensation through a holistic lens that includes equity, performance incentives, and world-class benefits.

The expected base salary range for this role in:

  • California, New York and Washington: $99,000 - $124,000 USD

  • All other States: 84,000 - $105,000 USD

Individual pay is determined by various factors, including geography, level of experience, and the specific skills you bring to the role.

In addition to base pay, Xero’s roles are eligible for the following forms of variable compensation:

  • Variable Pay: Permanent employees are eligible to participate in our annual bonus and equity (RSU) programs. You may also be eligible for performance-based cash or equity (RSUs) incentives depending on your role level, and company performance.

  • Comprehensive Benefits: Medical, dental, vision, 401(k) match, and 21 days PTO, 10 days of Wellbeing leave, 5 days of Xtra Leave, 1 volunteer day, 12 paid holidays, paid parental leave. Further information included on our Xero Perks page.

Xero uses AI to help screen applications based on job-related qualifications. These tools assist our recruiters but do not make automated hiring decisions. A human recruiter reviews all candidates before any hiring action is taken.

Apply even if your experience isn't a perfect match! At Xero, we hire based on your skills, passion, and the unique perspective you can bring to enhance our culture and team.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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