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Xero

Associate Solutions Consultant

Xero

. Support Xero's Partner Sales channel in helping accounting and bookkeeping practices build stronger businesses and adopt digital strategy .

Posted 9/25/2026full-timeUnited StatesJuniorMid-Level💰 $79,000 - $89,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in guiding accounting and bookkeeping practices through digital transitions, including client onboarding, data migration, and software implementation. Proficient in delivering training sessions and managing partner relationships while ensuring compliance with financial reporting standards.

Highest-signal resume keywords
Cloud Accounting PlatformsData MigrationXero Software ImplementationSalesforce CRM ManagementTraining and Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Accounting FundamentalsFinancial ReportingCompliance RequirementsData ConversionWorkflow Streamlining
Soft Skills
Clear CommunicationAttention to DetailInitiativeRapport BuildingIndependent Operation
Tools & Technologies
XeroXero PayrollMelioSyftHubdocGMTJet ConvertAdvance Track
Industry Keywords
SaaS SoftwarePartner SalesOnboardingWebinarsStakeholder Management

Tech Stack

Tools & technologies
Cloud

About the role

Key responsibilities & impact
  • Support Xero's Partner Sales channel in helping accounting and bookkeeping practices build stronger businesses and adopt digital strategy
  • Guide firms through client onboarding, data migration, and software implementation
  • Deliver tailored group webinars and one-on-one training sessions
  • Help accountants and bookkeepers streamline workflows and activate subscriptions
  • Collaborate with the post-sales partner consulting team, Global Migration Team, and local account managers
  • Manage partner relationships and support firms through digital transition
  • Connect with external conversion partners and firm leaders to ensure seamless data migrations and ongoing practice success
  • Guide partners through data conversions and file preparation using GMT, Jet Convert, and Advance Track
  • Deliver 1:1 and 1:many training sessions and webinars covering Xero, Xero Payroll, Melio, Syft, and Hubdoc
  • Manage external stakeholder expectations and schedule virtual and on-site onboarding sessions
  • Maintain practice contact details and communication logs in Salesforce CRM
  • Create self-serve guidance resources for partner queries
  • Travel to up to two cities per week for on-site partner visits, accounting for 50–75% of time

Requirements

What you’ll need
  • Solid understanding of accounting fundamentals, practice workflows, financial reporting, and compliance requirements
  • Clear communication and presentation abilities
  • Ability to conduct engaging software demonstrations and training
  • Experience with cloud accounting platforms
  • Genuine enthusiasm for the SaaS software space
  • Strong initiative and excellent attention to detail
  • Confidence to operate independently when managing client files
  • Proven capability to build rapid, meaningful rapport with internal teammates and external practice partners
  • Ability to travel to up to two cities per week for on-site partner visits
  • Residence or planned residence within three months in one of the listed states: Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington, or Washington, D.C.

Benefits

Comp & perks
  • Annual bonus
  • Equity (RSU) programs
  • Performance-based cash or equity incentives depending on role level and company performance
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) match
  • 21 days PTO
  • 10 days of Wellbeing leave
  • 5 days of Xtra Leave
  • 1 volunteer day
  • 12 paid holidays
  • Paid parental leave
  • Flexible working options
  • Virtual connection options when working remotely or from a local office hub