Field-Based Senior Account Executive, Xero Migrations

Xero; New York (NY); Hybrid; USD 110,000 - 120,000; Full time

Benefits offered by this job

Equity (RSU)

Annual bonus

Wellbeing leave

Xtra Leave

Volunteer day

Paid holidays

Parental leave

Medical benefits

Dental benefits

Vision benefits

401(k) match

PTO

Job summary

Xero is seeking a Senior Account Executive to partner with large and mid-tier accounting practices, guiding digital transformations and migrating clients to the Xero platform.

This field-based role covers a defined US territory with regular travel and hybrid office options. You will build relationships, manage the sales cycle, and contribute to revenue growth through education and events.

You will use Salesforce to forecast and manage pipeline and collaborate with peers to expand partner networks.

Qualifications

• Proven success in field account management with large and mid-tier partners.
• Track record of meeting and exceeding sales targets.
• Interest in fintech and digital resources for partners and clients.
• Ability to work independently while staying process-oriented.
• Strong communication and presentation skills for events and digital strategy at a practice level.
• Experience using CRM tools, such as Salesforce, to manage client communications and sales cycles.

Responsibilities

• Develop engagement plans and project strategies to support partner migrations.
• Drive adoption and revenue growth across territory of accounting and bookkeeping partners.
• Maintain a consistent cycle of appointments and meetings within your territory to drive online strategy.
• Recruit, educate, and grow partner base by delivering events and certification training.
• Use Salesforce to maintain accurate data and forecast territory performance.

Skills

Field account management

Sales targets

Fintech market knowledge

Independent work

Communication & presentation

CRM usage

Tools

Salesforce

Job description

Xero is seeking a Senior Account Executive to partner with large and mid-tier accounting practices, guiding digital transformations and migrating clients to the Xero platform.

This field-based role covers a defined US territory with regular travel and hybrid office options. You will build relationships, manage the sales cycle, and contribute to revenue growth through education and events.

You will use Salesforce to forecast and manage pipeline and collaborate with peers to expand partner networks.