Roman Health Pharmacy LLC
Senior Account Executive
Roman Health Pharmacy LLC, San Mateo, California, United States, 94409
Our Purpose
At Xero, 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. When that happens, we’re not only making life better for small business, we’ll be building a stronger economy that can change the world.
What you’ll do
Manage the sales and account management relationships with large and mid‑tier accounting partners
Drive customer numbers up and achieve monthly targets
Drive online strategy deep within the practice
Develop project plans to support migration to Xero
Deliver Xero partner events
Ensure that a formal Partner engagement plan is developed for each partner
Manage the recruitment, education and growth of your partner base
Ensure Partners and and other employees within the Practice attend introductory webinars, events & certification training
Educate Partners on all partner resources available
Monitor all existing Partners as they progress through the sales cycle.
Update our CRM system (Salesforce) with all client communications including calls, emails and meetings
Maintain and update our CRM system of all practice staff and contact details
Respond in a timely manner to all Partner enquiries
Engage in a call cycle (a minimum of every 8 weeks) with all allocated partners
Drive attendance at Xero sales events and Partner Forums
Work closely with Partner Services to deliver the business plan
Expectation to drive up to 3 hour radius for client visits
Success looks like
Revenue / Net New CMR
Appointments made
Meetings attended
Opportunities created
Integrity of CRM Data
Excellence in territory management and forecasting
Critical competencies
An interest and intrigue in the emerging online accounting market and Fintech
Results driven approach
Loads of initiative and ability to work autonomously
Outstanding communication and presentation skills and an enthusiasm for building strong relationships
Ability to create a quick and strong rapport with partners
Attention to detail and follow‑up
Process driven and takes ownership
Passion and desire to make a difference
Experience
Proven sales performance
Field Account Manager experience
Experience with computers and applications software, including CRM database skills.
Experience/Knowledge of the workings of an accounting practice is desirable
$96,000 - $132,000 a year
Plus commission
Why Xero? Diversity of people brings diversity of thought, and we like that. Our human‑first culture of respect, fairness, and inclusion is what helps Xeros thrive and work and beyond. Offering very 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 access mental health care for you and your family, employee resource groups, wellbeing programming and allowances, medical, dental, vision, and disability insurance, fertility and family forming financial support, 401k contribution matching, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices with snacks and break areas, flexible working, career development and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.
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 Xero. If you have any support or access requirements, we encourage you to advise us at time of application and throughout the interview process.
#J-18808-Ljbffr
What you’ll do
Manage the sales and account management relationships with large and mid‑tier accounting partners
Drive customer numbers up and achieve monthly targets
Drive online strategy deep within the practice
Develop project plans to support migration to Xero
Deliver Xero partner events
Ensure that a formal Partner engagement plan is developed for each partner
Manage the recruitment, education and growth of your partner base
Ensure Partners and and other employees within the Practice attend introductory webinars, events & certification training
Educate Partners on all partner resources available
Monitor all existing Partners as they progress through the sales cycle.
Update our CRM system (Salesforce) with all client communications including calls, emails and meetings
Maintain and update our CRM system of all practice staff and contact details
Respond in a timely manner to all Partner enquiries
Engage in a call cycle (a minimum of every 8 weeks) with all allocated partners
Drive attendance at Xero sales events and Partner Forums
Work closely with Partner Services to deliver the business plan
Expectation to drive up to 3 hour radius for client visits
Success looks like
Revenue / Net New CMR
Appointments made
Meetings attended
Opportunities created
Integrity of CRM Data
Excellence in territory management and forecasting
Critical competencies
An interest and intrigue in the emerging online accounting market and Fintech
Results driven approach
Loads of initiative and ability to work autonomously
Outstanding communication and presentation skills and an enthusiasm for building strong relationships
Ability to create a quick and strong rapport with partners
Attention to detail and follow‑up
Process driven and takes ownership
Passion and desire to make a difference
Experience
Proven sales performance
Field Account Manager experience
Experience with computers and applications software, including CRM database skills.
Experience/Knowledge of the workings of an accounting practice is desirable
$96,000 - $132,000 a year
Plus commission
Why Xero? Diversity of people brings diversity of thought, and we like that. Our human‑first culture of respect, fairness, and inclusion is what helps Xeros thrive and work and beyond. Offering very 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 access mental health care for you and your family, employee resource groups, wellbeing programming and allowances, medical, dental, vision, and disability insurance, fertility and family forming financial support, 401k contribution matching, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices with snacks and break areas, flexible working, career development and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.
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 Xero. If you have any support or access requirements, we encourage you to advise us at time of application and throughout the interview process.
#J-18808-Ljbffr