Partner Success Manager
Core
Drive retention and revenue growth for an assigned portfolio of accounting and bookkeeping partners by championing full Xero platform adoption and securing long-term retention.
Role type
Senior IC Partner Success Manager (Account Management)
Builds
Full Xero platform adoption (payroll, online bill pay, analytics, AI tools) for accounting firms
Domain
SaaS / Accounting Software / Financial Services
Required skills
Account management, portfolio management, strategic business reviews, churn risk identification, Salesforce CRM, data insights, value-based commercial conversations, platform positioning
Preferred skills
SaaS or technology environment experience, stakeholder presentation, cross-functional collaboration
Technologies
Salesforce CRM, Xero platform (payroll, analytics, AI tools)
Responsibilities
Manage portfolio of accounting firms using Salesforce for health tracking and forecasting; Conduct structured business reviews and success planning sessions; Champion full platform adoption across core features; Identify churn risks and implement retention strategies
Seniority
Senior, hands-on IC
