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Cloud • Fintech • Information Technology • Machine Learning • Software
Own a field-based territory of accounting and bookkeeping partners, driving net-new business, Xero migrations, adoption, and revenue growth. Develop engagement plans, manage sales appointments, recruit and educate partners, deliver events and certification training, and maintain accurate Salesforce data for forecasting. Build strategic relationships, influence digital accounting strategies, and exceed sales targets through autonomous territory management and regular client travel.
Cloud • Fintech • Information Technology • Machine Learning • Software
The Solutions Consultant leads technical scoping, workflow mapping, solution design, partner migrations, and implementations for accounting and bookkeeping partners. The role supports sales through product demonstrations and technical consulting, translates complex needs into scalable workflows, identifies risks, resolves technical roadblocks, and gathers feedback to influence product development. It requires accounting or bookkeeping operations experience, cloud accounting ecosystem knowledge, SaaS pre-sales or technical account management experience, and strong communication and problem-solving skills.
