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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in field account management and digital transformation strategies, with a strong focus on driving revenue growth and partner engagement within the fintech sector. Proficient in utilizing Salesforce for territory management and data accuracy while delivering impactful training and events.
Highest-signal resume keywords
Field Account ManagementSalesforce CRM ExperienceDigital Strategy DevelopmentEvent Delivery and TrainingSales Target Achievement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Digital StrategyAccount ManagementSales Target AchievementPartner MigrationData ManagementProject Strategy Development
Soft Skills
Strong Communication SkillsPresentation SkillsRelationship BuildingIndependent Work InitiativeDetail-Oriented
Tools & Technologies
Salesforce
Industry Keywords
Fintech MarketAccounting PracticesDigital TransformationPartner EngagementRevenue Growth
About the role
Key responsibilities & impact- Serve as a strategic partner for large and mid-tier accounting practices
- Help partners navigate digital transformation
- Drive net new business
- Develop and execute digital strategies to migrate partners’ clients onto the Xero platform
- Own and manage the assigned territory
- Build deep, lasting relationships with accounting partners
- Develop formal engagement plans and project strategies for partner migrations
- Drive adoption and revenue growth across accounting and bookkeeping partners
- Manage recurring appointments and meetings within the territory
- Drive and deepen partners’ online strategy
- Recruit, educate, and grow the partner base
- Deliver events and certification training
- Use Salesforce to maintain accurate data and support forecasting and territory management
- Travel regularly for client visits and face-to-face meetings
- Collaborate with Senior Account Executives and Partner Consulting
Requirements
What you’ll need- Proven success in field account management
- Track record of meeting and exceeding sales targets
- Interest in the fintech market
- Ability to educate others on digital resources and online accounting
- Initiative to work independently while remaining process-oriented and detail-focused
- Strong communication and presentation skills
- Experience using CRM tools such as Salesforce
- Ability to deliver engaging events and influence digital strategy at a practice level
- Must reside or plan to reside within three months in one of Xero’s listed payroll states
- Relevant background checks may include credit and criminal history checks
Benefits
Comp & perks- Annual bonus eligibility
- Equity (RSU) programs
- Performance-based cash or equity incentives
- 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
- Hybrid working with office spaces and schedule flexibility
