Be the primary point of contact for a portfolio of enterprise accounting and tax partners.
Shape how firms adopt and embed Xero into their practice.
Convert opportunities within your allocated accounts, building out business plans with partners.
Collaborate closely with Enterprise Account owners to ensure a joined-up approach.
Attend events and run workshops to keep your pipeline healthy and your accounts progressing.
Requirements
A background in customer success, account management, or a consultative sales role — ideally within SaaS, fintech, or a cloud software environment.
Proven ability to manage a portfolio of strategic relationships, balancing multiple partners and priorities without dropping the ball.
Strong communication skills — you are confident presenting to groups, running workshops, and leading engaging virtual consultations.
Comfortable working with CRM platforms (Salesforce preferred) and modern business productivity tools, with a tidy, organised approach to pipeline and account management.
A consultative mindset — you ask the right questions, listen closely, and tailor your approach to what each partner actually needs.
Knowledge of accounting, bookkeeping, or practice management workflows is a bonus — as is any experience supporting multi-location businesses or enterprise customers.