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Senior Account Manager

San Francisco, CA, United States

How you'll make an impact

As a Senior Account Manager (SAM), you are responsible for managing, developing and growing large and mid-tier Accounting Partners by helping them to develop and execute a digital strategy. The overall aim is to support their continual success in migrating clients on to the Xero platform. This is a field based role requiring extensive appointment making, meeting management and travel around your allocated territory. You'll form great relationships with your Accounting Partners and also work closely with your Senior Account Management colleagues to make sure that you and your colleagues are working in the best way to support Xero's success overall.

What you'll do

Manage the sales and account management relationships with large and mid-tier accounting partners

Drive customer numbers up and achieve monthly targets

Drive online strategy deep within the practice

Develop project plans to support migration to Xero

Deliver Xero partner eventsEnsure that a formal Partner engagement plan is developed for each partner

Manage the recruitment, education and growth of your partner base

Ensure Partners and and other employees within the Practice attend introductory webinars, events & certification training

Educate Partners on all partner resources available

Monitor all existing Partners as they progress through the sales cycle

Update our CRM system (Salesforce) with all client communications including calls, emails and meetings

Maintain and update our CRM system of all practice staff and contact details

Respond in a timely manner to all Partner enquiries

Engage in a call cycle (a minimum of every 8 weeks) with all allocated partners

Drive attendance at Xero sales events and Partner Forums

Work closely with Partner Services to deliver the business plan

Expectation to drive up to 3 hour radius for client visits

Success looks like Revenue / Net New CMR

Appointments made

Meetings attended

Opportunities created

Integrity of CRM Data

Excellence in territory management and forecasting

What you'll bring with you Critical competencies:

5+ years of Account Management experience

An interest and intrigue in the emerging online accounting market and Fintech

Results driven approach

Loads of initiative and ability to work autonomously

Outstanding communication and presentation skills and an enthusiasm for building strong relationships

Ability to create a quick and strong rapport with partners

Attention to detail and follow-up

Process driven and takes ownership

Passion and desire to make a difference

Experience:

Proven sales performance

Field Account Manager experience

Experience with computers and applications software, including CRM database skills.

Experience/Knowledge of the workings of an accounting practice is desirable

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