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Partner Consultant



Sales & Business Development
Auckland, New Zealand
Posted on Wednesday, May 8, 2024
Xero is a beautiful, easy-to-use platform that helps small businesses and their accounting and bookkeeping advisors grow and thrive.
At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. This purpose sits at the centre of everything we do. We support our people to do the best work of their lives so that they can help small businesses succeed through better tools, information and connections. Because when they succeed they make a difference, and when millions of small businesses are making a difference, the world is a more beautiful place.
As a Partner Consultant, you will be responsible for helping accountants and bookkeepers (“Partners”) that are making a change to use Xero’s cloud based practice tools. You will project manage Xero implementation and migration projects, and deliver Xero training, workshops, and webinars to accountants and bookkeepers who use Xero, and accountants and bookkeepers who are thinking about using Xero. With your passion for client relationships, you will work closely and in a fast paced environment with clients to help them execute an online growth strategy for their business.

What you'll do:

  • Demonstrate best practice Xero and Xero Practice solutions in a post-sales context to Accountants and Bookkeepers
  • Implementation of Xero Practice Tools for Accountants and Bookkeepers
  • Work closely with the Sales team to deliver training plans for Partners
  • Drive the activation of Xero organisations through the delivery of training and resources, along with regular partner check ins
  • Handle Partner technical queries and escalations
  • Proactively educate partners on all partner resources available
  • Update CRM system with all client communications including calls, emails and meetings
  • Respond in a timely manner to all Partner enquiries as you provide solutions
  • Engage in regular meetings with Xero partners to ensure the activation of their Xero organisations to meet activation goals
  • Manage the creation of resources (processes/videos/guides) for frequently asked questions from Partners

What you'll bring:

  • Knowledge of the workings of an accounting practice and related systems
  • Experience working in an accounting practice, or a higher qualification in accounting
  • Experience using Xero Practice Manager, Xero Tax, Xero Workpapers and Xero Reporting
  • Training experience and accounting software knowledge
  • Outstanding communication and presentation skills and an enthusiasm for building strong relationships
  • Experience with financial reporting, tax returns and compliance work
  • Loads of initiative and ability to work autonomously in a fast paced environment
  • Systems consulting, implementation and optimisation experience
  • Strong attention to detail and follow-­up skills
  • The ability to create a quick and strong rapport with partners
Why Xero
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, free medical insurance, wellbeing and sports programmes, employee resource groups, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices, flexible working, career development, and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.
Our collaborative and inclusive culture is one we’re immensely proud of. We know that a diverse workforce is a strength that enables businesses, including ours, to better understand and serve customers, attract top talent and innovate successfully. At Xero we embrace diversity and inclusion and value a #challenge mindset.
Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single competency or experience . If you are excited about this role, but your past experience doesn't align perfectly, we encourage you to apply anyway. You could be just the right person for this role and Xero. If you have any support or access requirements, we encourage you to advise us at time of application and throughout the interview process.
Xero is an NZ Immigration Accredited Employer and Rainbow Tick certified too.