Xero

Actively Hiring

Others

New York, United States

Full time

Role Overview

As a Senior Account Executive at Xero, you will act as a strategic partner for large and mid-tier accounting practices, helping them navigate their digital transformation, drive net new business, and successfully migrate their clients onto the Xero platform.

About Xero

Xero is a global technology company that provides cloud-based accounting software for small businesses and their advisors, helping them manage their finances and drive growth.

Key Responsibilities

Develop formal engagement plans and project strategies to support partner migrations
Drive sustainable adoption and revenue growth across your territory of accounting and bookkeeping partners
Manage a consistent cycle of appointments and meetings within your allocated territory to drive and deepen an online strategy
Recruit, educate, and grow your partner base by delivering events and certification training
Use Salesforce to maintain accurate data and ensure excellence in forecasting and territory management

Requirements & Eligibility

Proven success in field account management and a track record of meeting and exceeding sales targets
Interest in the fintech market and the ability to educate others on digital resources and online accounting
Ability to work independently while staying process-oriented and detail-focused
Strong communication and presentation skills to deliver engaging events and influence digital strategy at a practice level
Experience using CRM tools, such as Salesforce, to manage client communications and sales cycles

Interview Process

A human recruiter reviews all candidates after an initial AI-assisted screening based on job-related qualifications before any hiring action is taken.

Required Skills & Tech

SalesforceCRMSalesAccount Management