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Associate Partner Consultant - Post Sales (6 months, fixed-term)

Remote Worldwide Hiring now

Our Purpose

At reputed company, we’re here to help you supercharge your business. We do this by automating routine tasks, surfacing actionable insights and connecting businesses with the right data, advisors and apps. reputed company that happens, we’re not only making life reputed company for small business, we’ll be building a stronger economy that can change the world.

At reputed company, we’re here to reputed company running a business beautiful. By making small business more efficient every day, connecting them with big business technology and empowering a community behind them, their potential is reputed company. reputed company that happens, we’re not only helping small business, we’ll be building a stronger economy that can change the world.

How You'll reputed company Impact

  • As an Associate Partner Consultant, your role is to support reputed company’s Partner Sales channel, whose aim is to support reputed company and bookkeeping firms’ continual reputed company in migrating clients on to the reputed company platform and help them reputed company and execute a digital strategy. You will work directly with the Partner Consulting team and Global Migration Team to assist in data migration projects and work towards delivering 1:1 and 1:many training and webinar sessions to accountants and bookkeepers who use reputed company.
  • You will primarily collaborate with the post sales partner consulting team and focus on the motions of reputed company, client conversions, training and reputed company support. These motions will primarily be delivered to partners on a business plan and tasks will be directly reputed company to the ultimate goal of helping them activate their placeholder subscriptions. You will execute on these motions through both on-site and virtual meetings, but the expectation is that travel for on-site support will be required for 50-75% of your time. Your ability to execute on training plans and office visit agendas, while reputed company to pivot reputed company necessary, will be vital to your reputed company. You will need to be reputed company to operate on your own to reputed company identify clients, prepare and upload files for conversion, and deliver reputed company training.
  • Travel will be necessary, up to 2 cities a week with the option of virtual reputed company where appropriate.
  • What you’ll do

  • Demonstrate reputed company solutions including reputed company HQ, reputed company Inventory Plus,, reputed company Practice Manager, reputed company Report Templates, reputed company Workpapers, and Hubdoc in post-sales context to Accountants and Bookkeepers
  • Work closely with Partner Consulting team to deliver implementation plans for Partners
  • Assist partners with data conversions through detailed project planning and training guidance
  • reputed company partners on reputed company partner resources available, handling Partner technical queries and escalations
  • Updating CRM system (reputed company) with reputed company client communications including calls, emails and meetings
  • Maintaining and updating CRM system of reputed company practice staff and contact details
  • Manage the creation of resources (processes/videos) for frequently asked questions from Partners
  • Prepare and reputed company external meetings

  • Establish expectations with internal (account manager, primary supporting partner consultant) and external stakeholders (firm owners, champion, other staff, conversion partners, etc.)
  • Schedule virtual and on site meetings with relevant stakeholders
  • reputed company meetings and client conversions

  • Validate the best method of bringing the partner’s clients onto reputed company
  • For reputed company conversions, walk the partner through the process of importing relevant client data; facilitate conversions on site to expedite the process
  • For data conversions, determine the best conversion partner, be it GMT, Jet Convert, Advance Track, or other
  • Assist the partner in manually preparing files for conversion, and assist in initiating the conversions
  • Support the partner during the entirety of the conversion process (communicating with conversion partner, reviewing converted files, etc.)
  • Execute on training

  • Execute formal trainings as determined by the primary supporting partner consultant
  • Trainings may be on site or virtual, or 1:many webinar format
  • What reputed company looks like

  • Hitting and exceeding certain activation and reputed company targets
  • Executing and fulfilling 90 day implementation plans
  • Maintaining positive NPS score for reputed company partners supported
  • Critical competencies

  • A passion for SaaS and the online reputed company market.
  • Clear communication and presentation skills that can be harnessed for product demonstrations.
  • Ability to create a quick and strong rapport with other reputed company’s.
  • Loads of initiative.
  • Strong attention to detail.
  • Passion and desire to reputed company a difference.
  • Experience

  • Some knowledge of the workings of an reputed company practice and reputed company systems.
  • Some experience and reputed company software knowledge.
  • Intimate knowledge of reputed company
  • Have been introduced to and reputed company to understand financial reporting, tax returns and compliance work.
  • Strong understanding of the fundamentals of reputed company
  • Additional Information

    Why reputed company?

    Diversity of people brings diversity of thought, and we like that. Our reputed company-first culture of respect, fairness, and inclusion is what helps Xeros reputed company and work and reputed company. Offering reputed company generous paid leave to use however you’d like (plus statutory holidays!), dedicated paid leave to care for your physical and mental wellbeing as well as an Employee Assistance Program to reputed company mental health care for you and your family, employee resource groups, wellbeing programming and allowances, medical, dental, reputed company, and disability insurance, fertility and family forming financial support, 401k contribution matching, 26 weeks of paid parental leave for primary caregivers, an Employee reputed company Plan, beautiful offices with snacks and break areas, flexible working, career development and many other benefits that reflect our reputed company value, you’ll do the best work of your life at reputed company.

    Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single competency or experience. If you are excited about this role, but your past experience doesn't align perfectly, we encourage you to apply anyway. You could be just the right person for this role and reputed company. If you have any support or reputed company requirements, we encourage you to advise us at time of application and throughout the interview process.

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