Senior Account Executive

How you’ll make an impact

As a Senior Account Manager (SAM), you are responsible for managing, developing and growing large and mid-tier Accounting Partners by helping them to develop and execute a digital strategy. The overall aim is to support their continual success in migrating clients on to the Xero platform. This is a field based role requiring extensive appointment making, meeting management and travel around your allocated territory. You’ll form great relationships with your Accounting Partners and also work closely with your Senior Account Management colleagues to make sure that you and your colleagues are working in the best way to support Xero’s success overall.

• Manage the sales and account management relationships with large and mid-tier accounting partners
• Drive customer numbers up and achieve monthly targets
• Drive online strategy deep within the practice
• Develop ​project plans to support migration to Xero
• Deliver Xero partner events
• Ensure that a formal Partner engagement plan is developed for each partner
• Manage the recruitment, education and growth of your partner base
• Ensure Partners and and other employees within the practice attend introductory webinars, events & certification training
• Educate Partners on all partner resources available
• Monitor all existing Partners as they progress through the sales cycle.
• Update our CRM system (Salesforce) with all client communications including calls, emails and meetings
• Maintain and update our CRM system of all practice staff and contact details
• Respond in a timely manner to all Partner enquiries
• Engage in a call cycle (a minimum of every 8 weeks) with all allocated partners
• Drive attendance at Xero sales events and Partner Forums
• Work closely with Partner Services to deliver the business plan
• Expectation to drive up to 3 hour radius for client visits

• Revenue / Net New CMR
• Appointments madeMeetings attended
• Opportunities createdIntegrity of CRM Data
• Excellence in territory management and forecasting

• Critical competencies:
• An interest and intrigue in the emerging online accounting market and Fintech
• Results driven approach
• Loads of initiative and ability to work autonomously
• Outstanding communication and presentation skills and an enthusiasm for building strong relationships
• Ability to create a quick and strong rapport with partners
• Attention to detail and follow-up
• Process driven and takes ownership
• Passion and desire to make a difference

• Experience:
• Proven sales performance
• Field Account Manager experience
• Experience with computers and applications software, including CRM database skills.
• Experience/Knowledge of the workings of an accounting practice is desirable