Senior Account Executive

Xero • San Mateo, CA

34d • Hybrid

About The Position

As a Senior Account Executive, you will be a strategic partner for large and mid-tier accounting practices, helping them navigate their digital transformation. Your primary focus is to develop and execute digital strategies that enable these partners to successfully migrate their clients onto the Xero platform, driving growth for their business and ours.
This is a high-impact, field-based position where you will own your territory and build deep, lasting relationships with accounting partners. By achieving monthly targets and driving customer numbers, you play a vital role in building a stronger economy and making life better for small businesses globally.
You will join a goal-motivated sales team that thrives on achieving collective success and delivering measurable outcomes. You will work closely with Senior Account Management colleagues and Partner Services to ensure a unified approach to territory management. The team operates with a high degree of autonomy, supporting each other through shared knowledge and consistent use of professional tools like Salesforce.
Developing formal engagement plans and project strategies to support partner migrations.
Managing a consistent cycle of appointments and meetings within your allocated territory to drive online strategy.
Recruiting, educating, and growing your partner base by delivering events and certification training.
Using Salesforce to maintain accurate data and ensure excellence in forecasting and territory management.
This is a field-based role that offers the freedom to work autonomously while managing your specific territory. You should expect regular travel for client visits, including driving within a three-hour radius for face-to-face meetings. We embrace hybrid working, providing beautiful office spaces for collaboration alongside the flexibility to manage your own schedule and boost days.

Requirements

• You bring a results-driven approach and a genuine enthusiasm for building strong, rapport-based relationships with accounting partners.
• Your background includes proven success in field account management and a track record of meeting or exceeding targets.
• You possess an interest in the fintech market and the ability to educate others on digital resources and online accounting.
• You will have the initiative to work independently while staying process-oriented and detail-focused.
• Your communication and presentation skills allow you to deliver engaging events and influence digital strategy at a practice level.
• You have experience using CRM tools, such as Salesforce, to manage client communications and sales cycles.

Responsibilities

• Developing formal engagement plans and project strategies to support partner migrations.
• Managing a consistent cycle of appointments and meetings within your allocated territory to drive online strategy.
• Recruiting, educating, and growing your partner base by delivering events and certification training.
• Using Salesforce to maintain accurate data and ensure excellence in forecasting and territory management.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees