Associate Solutions Consultant

Summary

Xero is a software company that provides cloud-based tools for accounting and bookkeeping practices. The Associate Solutions Consultant supports partner sales by guiding firms through client onboarding, data migration, software implementation, training, and subscription activation across the Xero ecosystem.

Responsibilities

• 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

Skills

• 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

Qualifications

Must Haves

• 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

Benefits

• Flexible working options, with virtual connection options available when working remotely or from a local office hub.
• 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.
• 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.