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Xero · 2 months ago

Partner Success Manager

San Mateo, US

Full-time

Onsite

Mid Level

$84K/yr - $116K/yr

Xero is dedicated to helping small businesses thrive by automating tasks and providing actionable insights. As a Partner Success Manager, you will ensure a top-notch customer experience for Xero partners, focusing on driving partner success and growth through education, relationship management, and strategic planning.

AccountingBillingFinTechPersonal FinanceSaaSSoftware

Work & Life Balance

Responsibilities

The PSM and the Post Sales Partner Consultants (PSPCs) work collaboratively to deepen the partners adoption and engagement with Xero

Work with a selection of accounting and bookkeeping firms to strategize ways to increase their revenue and promote growth via cross-sell or up-sell opportunities

Combat churn risk through education and value proposition, detecting and mitigating deletion or downgrade risks early

Work with partners to ensure their customers are using the most appropriate Xero subscriptions and develop a conversion and activation plan to migrate new clients or upgrade existing clients

Educate Partners on all Partner resources available, for example, ensuring Partners and staff attend webinars, events & complete certification training

Collate feedback from Partners on feature requests and relay through the appropriate channels

Provide resources and support to educate users about ancillary products, ensuring they understand their benefits and how to utilize them effectively

Foster positive partner relationship(s); lead with service excellence, thought leadership, and proactive client management

Obtain the highest levels of partner satisfaction through responsiveness, regular communication, and ongoing risk mitigation

Travel is required regularly throughout the year for industry events and partner onsite meetings

Developing and executing a strategic territory plan to meet/exceed monthly revenue & retention targets and meet/exceed monthly KPIs for gross orgs, initiations & activity metrics

Fostering wonderful relationships - you are a ‘go to’ advisor of some of the most entrenched Partners, building deep relationships with Partners and stakeholders, developing multiple contacts within each Partner firm and educating them effectively

Being self-motivated, process-oriented and taking full ownership of driving initiatives forward to create sustainable, long term revenue growth

Contributing creative ideas to support the team getting to the next level, optimizing workflows and enhancing the partner experience

Working collaboratively with Partner Consultants as well as cross functional teams such as Customer Experience, Partner Community, Sales Operations, Finance, Marketing, etc

Manage a large number of partner accounts, prioritizing time spent on account by opportunity potential

Result driven and with strong initiative and able to work autonomously

Outstanding communication and presentation skills

Ability to thrive in a fast pace and complex environment

Process driven and result focused approach

Knowledge of Salesforce CRM

A talent for strong customer engagement

Strong cross functional and stakeholder management skills

Qualification

Salesforce CRMCustomer engagementPartner relationship managementSaaS experienceAccounting experienceProcess orientedResult drivenCommunication skillsPresentation skillsCross functional collaboration