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Digital Transformation Consultant
1 week ago
Company Overview
Xero is a leading cloud accounting platform that empowers small businesses to automate routine tasks, surface actionable insights, and connect with the right data, advisors, and apps. Our mission is to help businesses supercharge their growth by streamlining financial management and unlocking new opportunities.
About This Role
We are seeking a highly skilled Digital Transformation Consultant to join our team in Asia. As a key member of our implementation team, you will play a critical role in helping accountants and bookkeepers (Partners) understand the benefits of using Xero for their firm and clients. Your primary responsibility will be to project manage Xero implementation and migration projects, delivering education workshops, webinars, and training sessions to Partners who use or plan to use Xero.
Your Key Responsibilities
- Plan, prepare, and execute Xero implementation plans to ensure Partners implement Xero correctly and efficiently for their clients.
- Assist the Asia sales team with your accounting and technical knowledge when pitching the benefits of Xero to Partners.
- Present educational sessions in the form of workshops, webinars, and classroom training to Partners as needed.
- Handle complex Partner technical queries and respond in a timely manner.
- Assist the Asia team with ad hoc tasks and events management.
- Work closely with the Asia sales team to deliver business plans for Partners and meet territory activation goals.
- Update the CRM system with all client communications, including calls, emails, and meetings.
- Manage the creation of resources (process guides/videos) for frequently asked questions from Partners.
Success Metrics
- Identify opportunities for Partners to further digitalize their workflows and enhance the value they provide to clients.
- Collaborate with account managers to close deals requiring technical expertise.
- Seamlessly transition Partners from sales to active utilization of the platform.
- Advise on and remove blockers to implementation/utilization while upskilling Partner firm staff.
- Serve as the go-to subject matter expert on all aspects of the Xero platform, working closely with Partners to accelerate adoption.
