Associate Solutions Consultant

Xero
United States
Workplace: RemoteFull timeUSD 79,000 - 89,000 annuallyFunction: Solutions Engineering & Sales EngineeringSkills: ["Communication","Presentation","Initiative","Attention to detail","Independent working","Rapport building"]

Support Xero’s Partner Sales channel by guiding accounting and bookkeeping firms through client onboarding, data migration, and software implementation. Deliver tailored group webinars and 1:1 training covering Xero and related products, while helping manage stakeholders, maintain CRM records, and create self-serve guidance resources. Collaborate with post-sales partner consulting, migration, and account management teams to ensure smooth practice transitions, with travel for onsite partner visits.

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FursaFursa
Xero
Xero
11 hours ago

Associate Solutions Consultant

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Last checked: 5 hours agoStatus: Live

Job Summary

Support Xero’s Partner Sales channel by guiding accounting and bookkeeping firms through client onboarding, data migration, and software implementation. Deliver tailored group webinars and 1:1 training covering Xero and related products, while helping manage stakeholders, maintain CRM records, and create self-serve guidance resources. Collaborate with post-sales partner consulting, migration, and account management teams to ensure smooth practice transitions, with travel for onsite partner visits.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Support partner practices through data conversions, file preparation, and migration using GMT, Jet Convert, and Advance Track
  • •Deliver interactive training sessions and webinars for Xero and related products, including Xero Payroll, Melio, Syft, and Hubdoc
  • •Manage stakeholder expectations and coordinate virtual and on-site onboarding sessions
  • •Maintain accurate practice contact details and communication logs in Salesforce CRM
  • •Create self-serve guidance resources to address partner queries and support ongoing success
Travel: Medium travel

Pay and Benefits

Salary: USD 79,000 - 89,000 annually
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •Understanding of accounting fundamentals, practice workflows, financial reporting, and compliance requirements
  • •Clear communication and presentation skills for software demos and training
  • •Experience with cloud accounting platforms and enthusiasm for SaaS
  • •Strong initiative, attention to detail, and ability to operate independently when managing client files
  • •Ability to build rapport with internal teammates and external practice partners
Experience:SaaSCloud accounting
Skills:CommunicationPresentationInitiativeAttention to detailIndependent workingRapport building
Tech Stack:Salesforce CRMGMTJet ConvertAdvance TrackXeroXero PayrollMelioSyftHubdoc

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