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Xero

Cloud-based accounting software for small businesses

Senior Account Executive

Field SalesConfirmed live in the last 24 hours
Full-timeSan Mateo, CA, USA$106.2k - $120k

About the Job

Requirements

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

Responsibilities

  • Develop formal engagement plans and project strategies to support partner migrations.
  • Drive sustainable adoption and revenue growth across the territory of accounting and bookkeeping partners.
  • Manage a consistent cycle of appointments and meetings within the allocated territory to drive and deepen an online strategy.
  • Recruit, educate, and grow the partner base by delivering events and certification training.
  • Use Salesforce to maintain accurate data and ensure excellence in forecasting and territory management.
  • Act as a strategic partner for large and mid-tier accounting practices, helping them navigate digital transformation.
  • Drive net new business by developing and executing digital strategies that help partners migrate their clients onto the Xero platform.

About the Company

Xero

Cloud-based accounting software for small businesses

Summary for Xero: cloud-based accounting software for small businesses that streamlines financial management, invoicing, payroll, and reporting. It operates on a subscription model with different pricing tiers and offers extensive integrations via the Xero App Store and a developer platform to build more connections. Its differentiators include a broad ecosystem of third-party apps, developer support, and 24/7 online help through Xero Central, all designed to be user-friendly for non-experts. The goal is to provide a reliable, easy-to-use financial solution that helps small businesses manage their finances efficiently.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Wellington, New Zealand
Founded
2006

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