Senior Account Exec - FinTech Growth for Accounting

Socket.dev; San Mateo (CA); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) match

PTO 21 days

Wellbeing leave 10 days

Xero Perks page

Job summary

Xero in San Francisco is seeking a Senior Account Executive to propel digital migrations for accounting partners onto the Xero platform. You will own your territory, manage a field-based sales cycle, and build durable relationships with large and mid-tier practices.

You’ll develop engagement plans, drive adoption, coordinate events and training, and use Salesforce for forecasting and territory management. This role requires travel across the region with hybrid work flexibility.

Qualifications

• Proven success in field account management and meeting sales targets.
• Interest in fintech and educating others on digital resources.
• Ability to work independently while staying process-oriented and detail-focused.
• Strong communication and presentation skills for events and digital strategy.
• Experience using CRM tools, such as Salesforce, to manage client communications.

Responsibilities

• Develop formal engagement plans and project strategies for partner migrations.
• Drive adoption and revenue growth across your territory of accounting partners.
• Manage a consistent cycle of appointments and meetings to drive online strategy.
• Recruit, educate, and grow the partner base with events and training.
• Use Salesforce to maintain data and ensure accurate forecasting and territory management.

Skills

Field account management

Sales targets achievement

Relationship building

CRM (Salesforce)

Tools

Salesforce

Job description

Xero in San Francisco is seeking a Senior Account Executive to propel digital migrations for accounting partners onto the Xero platform. You will own your territory, manage a field-based sales cycle, and build durable relationships with large and mid-tier practices.

You’ll develop engagement plans, drive adoption, coordinate events and training, and use Salesforce for forecasting and territory management. This role requires travel across the region with hybrid work flexibility.