Partner Success Manager

Summary

Xero is a technology company providing a platform for accounting and bookkeeping partners. The Partner Success Manager will manage an assigned partner portfolio, drive platform adoption, identify expansion opportunities, and improve retention through business reviews, success planning, and tailored growth strategies.

Responsibilities

• Managing a portfolio of accounting and bookkeeping firms using Salesforce CRM to track health signals, forecasting, and expansion pipelines
• Conducting structured business reviews and success planning sessions to align commercial goals with platform capabilities
• Championing full platform adoption across core features, including payroll, online bill pay, analytics, and AI-driven tools
• Identifying churn risks early and implementing proactive retention and subscription optimisation strategies

Skills

• • A background in account management, partner success, or sales within a fast-paced SaaS or technology environment
• • Experience managing a portfolio of partner accounts, with a track record of prioritising effectively to meet growth and retention goals
• • Proven ability to lead strategic business reviews, present to key stakeholders, and navigate value-based commercial conversations
• • Familiarity with Salesforce CRM and data insights to manage pipeline, forecasting, and account health
• • Expertise in positioning broader platform products such as payroll, analytics, or automated workflow tools
• • A collaborative mindset and strong communication skills to work seamlessly with technical consultants and cross-functional teams

Qualifications

Must Haves

• • A background in account management, partner success, or sales within a fast-paced SaaS or technology environment
• • Experience managing a portfolio of partner accounts, with a track record of prioritising effectively to meet growth and retention goals
• • Proven ability to lead strategic business reviews, present to key stakeholders, and navigate value-based commercial conversations
• • Familiarity with Salesforce CRM and data insights to manage pipeline, forecasting, and account health
• • Expertise in positioning broader platform products such as payroll, analytics, or automated workflow tools
• • A collaborative mindset and strong communication skills to work seamlessly with technical consultants and cross-functional teams

Benefits

• Flexible working arrangements, including hybrid and remote options depending on your location
• 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.