Xero
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Teams at Xero
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Cloud • Fintech • Information Technology • Machine Learning • Software
Manage a portfolio of accounting and bookkeeping partners to drive retention, platform adoption, revenue growth, and subscription expansion. Conduct business reviews, create success plans, identify churn risks, and position Xero capabilities including payroll, bill pay, analytics, and AI tools. Use Salesforce CRM for account health, forecasting, and pipeline management while collaborating with consultants, sales operations, marketing, finance, and customer experience teams.
Cloud • Fintech • Information Technology • Machine Learning • Software
The Solutions Consultant leads technical scoping, workflow mapping, solution design, partner migrations, and implementations for accounting and bookkeeping partners. The role supports sales through product demonstrations and technical consulting, translates complex needs into scalable workflows, identifies risks, resolves technical roadblocks, and gathers feedback to influence product development. It requires accounting or bookkeeping operations experience, cloud accounting ecosystem knowledge, SaaS pre-sales or technical account management experience, and strong communication and problem-solving skills.
Cloud • Fintech • Information Technology • Machine Learning • Software
Lead global sales operations transformation by embedding AI-enabled reporting and CRM improvements, building analytics infrastructure, streamlining data flows, designing operating rhythms and governance, and delivering scalable, process-driven commercial insights to senior leaders to boost go-to-market performance.
