Xero

Associate Solutions Consultant

Xero • $79K — $89K *
US-AnywhereRemote in United States
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Solid understanding of accounting fundamentals and compliance requirements.
  • Strong communication and presentation skills for conducting software demonstrations.
  • Experience with cloud accounting platforms and a passion for SaaS technology.
  • Excellent attention to detail with the ability to manage client files independently.
  • Proven rapport-building abilities with internal teams and external partners.

Responsibilities

  • Guide partners through data conversions and file preparation using specialised migration tools.
  • Deliver interactive training sessions and webinars on Xero and its associated technologies.
  • Manage external stakeholder expectations and schedule onboarding sessions.
  • Maintain accurate practice contact details and communication logs in Salesforce CRM.
  • Create self-service guidance resources for partner queries.

Benefits

  • Medical, dental, vision insurance.
  • 401(k) match program.
  • 21 days of paid time off (PTO) and 10 days of Wellbeing leave.
  • 5 days of Xtra Leave and 1 volunteer day.
  • 12 paid holidays and paid parental leave.
Full Job Description
The role / impact

As an Associate Solutions Consultant, you will play a vital role in supporting Xero's Partner Sales channel to help accounting and bookkeeping practices build stronger businesses and embrace digital strategy. You will work closely with firms to guide them through client onboarding, data migration, and software implementation, ensuring they get the most out of the Xero ecosystem.

By delivering tailored group webinars and one-on-one training sessions, you will empower accountants and bookkeepers to streamline their workflows and activate their subscriptions. Your efforts directly contribute to enabling small businesses to thrive through accessible, modern technology.

The team / how they connect

You will collaborate directly with the post-sales partner consulting team, the Global Migration Team, and local account managers to deliver smooth implementation plans for practice partners. The team works closely together to manage partner relationships, share knowledge, and support firms through every stage of their digital transition. You will also connect with external conversion partners and firm leaders to ensure seamless data migrations and ongoing practice success.

Initially, you will focus on
  • Guiding partners through data conversions and file preparation using specialised migration tools such as GMT, Jet Convert, and Advance Track.
  • Delivering interactive 1:1 and 1:many training sessions and webinars covering Xero, Xero Payroll, Melio, Syft, and Hubdoc.
  • Managing external stakeholder expectations and scheduling virtual and on-site onboarding sessions.
  • Maintaining accurate practice contact details and communication logs within Salesforce CRM while creating self-serve guidance resources for partner queries.

Where and how you can work

This role involves flexible working options alongside a field presence to support partner practices directly. You can expect to travel to up to two cities per week for on-site partner visits (accounting for 50-75% of your time), with virtual connection options available where appropriate when working remotely or from a local office hub.

Here are some of the things we are looking for
  • You bring a solid understanding of accounting fundamentals, practice workflows, financial reporting, and compliance requirements.
  • You possess clear communication and presentation abilities, with a natural talent for conducting engaging software demonstrations and training.
  • You have experience with cloud accounting platforms and a genuine enthusiasm for the SaaS software space.
  • You bring strong initiative, excellent attention to detail, and the confidence to operate independently when managing client files.
  • You have a proven capability to build rapid, meaningful rapport with internal teammates and external practice partners.

At Xero, we value the impact and skills you bring to the team. We don't just hire for a role; we invest in people. We believe in a Total Package philosophy - which means your value isn't just a single number on a paycheck. While base salary is a core component, we look at your compensation through a holistic lens that includes equity, performance incentives, and world-class benefits.

The expected base salary range for this role in is $79,000 to $89,000 USD

Individual pay is determined by various factors, including geography, level of experience, and the specific skills you bring to the role.

In addition to base pay, Xero's roles are eligible for the following forms of variable compensation:
  • Variable Pay: Permanent employees are eligible to participate in our annual bonus and equity (RSU) programs. You may also be eligible for performance-based cash or equity (RSUs) incentives depending on your role level, and company performance.
  • Comprehensive Benefits: Medical, dental, vision, 401(k) match, and 21 days PTO, 10 days of Wellbeing leave, 5 days of Xtra Leave, 1 volunteer day, 12 paid holidays, paid parental leave. Further information included on our Xero Perks page.

Apply even if your experience isn't a perfect match! At Xero, we hire based on your skills, passion, and the unique perspective you can bring to enhance our culture and team.

About Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. The company was founded in 2006 in New Zealand and has since expanded to serve customers in over 180 countries. Xero's platform allows businesses to manage their finances, including invoicing, payroll, and expenses, all in one place. The company has won numerous awards for its innovative technology and commitment to customer service.
Learn more about Xero
Size
4,784 employees
Industry
Founded
2006
NASDAQ

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