Senior Account Executive jobs in United States
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Xero · 1 day ago

Senior Account Executive

positionSan Mateo, CA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$96K/yr - $132K/yr

Xero is a company focused on helping accounting practices navigate their digital transformation. The Senior Account Executive will develop and execute digital strategies for partners, manage a territory, and drive customer growth through effective relationship building and territory management.

AccountingBillingFinTechPersonal FinanceSaaSSoftware
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Work & Life Balance

Responsibilities

Developing formal engagement plans and project strategies to support partner migrations
Managing a consistent cycle of appointments and meetings within your allocated territory to drive online strategy
Recruiting, educating, and growing your partner base by delivering events and certification training
Using Salesforce to maintain accurate data and ensure excellence in forecasting and territory management

Qualification

Field account managementSalesforceDigital strategyFintech market knowledgeCommunication skillsPresentation skillsRelationship buildingIndependent workDetail-oriented

Required

You bring a results-driven approach and a genuine enthusiasm for building strong, rapport-based relationships with accounting partners
Your background includes proven success in field account management and a track record of meeting or exceeding targets
You possess an interest in the fintech market and the ability to educate others on digital resources and online accounting
You will have the initiative to work independently while staying process-oriented and detail-focused
Your communication and presentation skills allow you to deliver engaging events and influence digital strategy at a practice level
You have experience using CRM tools, such as Salesforce, to manage client communications and sales cycles

Company

Xero

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Xero is an online accounting software for small businesses that automating invoicing, bank reconciliations, and reporting.
dateFounded in 2006
location
Wellington, Wellington, NZL
people-size1001-5000 employees
web-link
http://xero.com

Funding

Current Stage
Public Company
Total Funding
$1.61B
Key Investors
Callaghan InnovationTCVAccel
2024-06-05Post Ipo Debt· $925M
2021-09-08Grant· $0.06M
2020-10-23Grant· $0.06M

Leadership Team

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James Coleman
Head of Developer Relations
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Peggy Lee
Head of Communications, Asia
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Recent News

PR Newswire
2025's Top Accounting Solutions Ranked by Info-Tech Research Group for Financial Insight and Operational Efficiency
2026-01-07
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TradingView
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Company data provided by crunchbase