Xero

Senior Account Executive

US: San Mateo (1875 South Grant Street), Remote. Posted a month ago

The role

You will act as a strategic partner for large and mid-tier accounting practices to drive digital transformation. You will develop digital strategies to migrate clients onto the Xero platform and drive net new business.

What you will do

  • Develop formal engagement plans and project strategies to support partner migrations.
  • Drive sustainable adoption and revenue growth across a territory of accounting and bookkeeping partners.
  • Manage a consistent cycle of appointments and meetings within an allocated territory.
  • Recruit, educate, and grow the partner base by delivering events and certification training.
  • Use Salesforce to maintain accurate data and ensure excellence in forecasting and territory management.

Required qualifications

  • Proven success in field account management.
  • Track record of meeting and exceeding sales targets.
  • Interest in the fintech market.
  • Ability to educate others on digital resources and online accounting.
  • Initiative to work independently while staying process-oriented and detail-focused.
  • Communication and presentation skills to deliver engaging events and influence digital strategy.
  • Experience using CRM tools, such as Salesforce, to manage client communications and sales cycles.

Benefits

  • Equity (RSU) programs
  • Annual bonus
  • Performance-based cash or equity (RSUs) incentives
  • Medical
  • Dental
  • Vision
  • 401(k) match
  • 21 days PTO
  • 10 days of Wellbeing leave
  • 5 days of Xtra Leave
  • 1 volunteer day
  • 12 paid holidays

Before you apply

  • Xero uses AI to help screen applications based on job-related qualifications.

About the company

Xero is a company that values the impact and skills employees bring to the team and uses a Total Package philosophy for compensation.

Senior Account Executive at Xero | JobZoey