Partner Success Manager

Xero
United States
Workplace: RemoteFull timeUSD 84,000 - 124,000 annuallyFunction: Customer Success & Account ManagementSkills: ["Collaboration","Communication","Strategic thinking"]

Own retention and revenue growth for a portfolio of accounting and bookkeeping partners by driving adoption of the Xero platform. Lead proactive business reviews and success planning to align partner goals with key features such as payroll, online bill pay, analytics, and AI-powered tools. Use Salesforce CRM to monitor account health, forecast expansion pipelines, and mitigate churn risk, partnering cross-functionally with post-sales and solutions teams.

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FursaFursa
Xero
Xero
1 month ago

Partner Success Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Own retention and revenue growth for a portfolio of accounting and bookkeeping partners by driving adoption of the Xero platform. Lead proactive business reviews and success planning to align partner goals with key features such as payroll, online bill pay, analytics, and AI-powered tools. Use Salesforce CRM to monitor account health, forecast expansion pipelines, and mitigate churn risk, partnering cross-functionally with post-sales and solutions teams.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Drive retention and revenue growth across an assigned portfolio of accounting and bookkeeping partners.
  • •Manage partner accounts using Salesforce CRM to track health signals, forecasting, and expansion pipelines.
  • •Run structured business reviews and success planning sessions aligned to commercial goals and platform capabilities.
  • •Champion full adoption of Xero platform capabilities including payroll, online bill pay, analytics, and AI-driven tools.
  • •Identify churn risks early and implement proactive retention and subscription optimisation strategies.
Travel: Medium travel

Pay and Benefits

Salary: USD 84,000 - 124,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveVolunteer Day

Key Requirements

  • •A background in account management, partner success, or sales in a fast-paced SaaS or technology environment.
  • •Experience managing a portfolio of partner accounts with a track record of meeting growth and retention goals.
  • •Ability to lead strategic business reviews, present to key stakeholders, and navigate value-based commercial conversations.
  • •Familiarity with Salesforce CRM and data insights to manage pipeline, forecasting, and account health.
  • •Expertise positioning broader platform products such as payroll, analytics, or automated workflow tools.
Experience:SaaSTechnologyAccount managementPartner success
Skills:CollaborationCommunicationStrategic thinking
Tech Stack:Salesforce CRMAI

Company Brief

Xero
Provides cloud-based accounting, payroll, and financial management software for small and medium-sized businesses, enabling invoicing, bank reconciliation, reporting, and integrations with third-party apps globally.
Industry: Enterprise Software
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Wellington, New Zealand
Founded: 2006
WebsiteLinkedIn