Associate Solutions Consultant
Core
Support Xero's Partner Sales channel by guiding accounting and bookkeeping practices through client onboarding, data migration, and software implementation.
Role type
Associate Solutions Consultant (Post-Sales Implementation)
Builds
Xero ecosystem adoption for accounting firms
Domain
Cloud Accounting / SaaS
Deliverable
client delivery
Required skills
accounting fundamentals, financial reporting, compliance requirements, cloud accounting platforms, SaaS software knowledge, data migration tools, stakeholder management, Salesforce CRM
Preferred skills
presentation abilities, software demonstration skills, independent operation, rapport building
Technologies
GMT, Jet Convert, Advance Track, Salesforce CRM, Xero, Xero Payroll, Melio, Syft, Hubdoc
Responsibilities
Guide partners through data conversions and file preparation using specialized migration tools; Deliver interactive 1:1 and group training sessions on Xero ecosystem products; Manage external stakeholder expectations and schedule onboarding sessions; Maintain accurate practice contact details and communication logs in Salesforce CRM.
Seniority
Associate, hands-on IC