Associate Solutions Consultant
At a glance
Mid-level Solutions & Sales Engineering role at Xero. Remote, United States · full-time · $79,000–$89,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Guide accounting and bookkeeping practices through data conversions and file preparation with GMT, Jet Convert, and Advance Track
- Run one-to-one, group, and webinar training on Xero, Xero Payroll, Melio, Syft, and Hubdoc
- Coordinate virtual and on-site onboarding while setting clear expectations with external stakeholders
- Keep partner contacts and communication records current in Salesforce, then build self-service answers for common questions
- Work with migration specialists, account managers, conversion partners, and firm leaders on implementation plans
What you bring
- You understand accounting basics, practice operations, financial reporting, and compliance obligations
- You can present clearly, demonstrate software effectively, and lead engaging training sessions
- You have used cloud accounting platforms and are genuinely interested in SaaS software
- You take initiative, work carefully with client files, and can operate independently
- You build quick, productive relationships with internal teams and practice partners
Who this fits
This role suits someone at mid-level who combines accounting knowledge with software demonstrations, training, and partner support. You will spend roughly half to three-quarters of your time visiting practices, traveling to as many as two cities weekly, with remote and local-office options when appropriate. The role is based in the United States and includes both virtual and on-site work.
From the employer
The role / impact
As an Associate Solutions Consultant, you will play a vital role in supporting Xero's Partner Sales channel to help accounting and bookkeeping practices build stronger businesses and embrace digital strategy. You will work closely with firms to guide them through client onboarding, data migration, and software implementation, ensuring they get the most out of the Xero ecosystem.
By delivering tailored group webinars and one-on-one training sessions, you will empower accountants and bookkeepers to streamline their workflows and activate their subscriptions. Your efforts directly contribute to enabling small businesses to thrive through accessible, modern technology.
The team / how they connect
You will collaborate directly with the post-sales partner consulting team, the Global Migration Team, and local account managers to deliver smooth implementation plans for practice partners. The team works closely together to manage partner relationships, share knowledge, and support firms through every stage of their digital transition. You will also connect with external conversion partners and firm leaders to ensure seamless data migrations and ongoing practice success.
Initially, you will focus on
Guiding partners through data conversions and file preparation using specialised migration tools such as GMT, Jet Convert, and Advance Track.
Delivering interactive 1:1 and 1:many training sessions and webinars covering Xero, Xero Payroll, Melio, Syft, and Hubdoc.
Managing external stakeholder expectations and scheduling virtual and on-site onboarding sessions.
Maintaining accurate practice contact details and communication logs within Salesforce CRM while creating self-serve guidance resources for partner queries.
Where and how you can work
This role involves flexible working options alongside a field presence to support partner practices directly. You can expect to travel to up to two cities per week for on-site partner visits (accounting for 50–75% of your time), with virtual connection options available where appropriate when working remotely or from a local office hub.
Here are some of the things we are looking for
You bring a solid understanding of accounting fundamentals, practice workflows, financial reporting, and compliance requirements.
You possess clear communication and presentation abilities, with a natural talent for conducting engaging software demonstrations and training.
You have experience with cloud accounting platforms and a genuine enthusiasm for the SaaS software space.
You bring strong initiative, excellent attention to detail, and the confidence to operate independently when managing client files.
You have a proven capability to build rapid, meaningful rapport with internal teammates and external practice partners.
At Xero, we value the impact and skills you bring to the team. We don’t just hire for a role; we invest in people. We believe in a Total Package philosophy - which means your value isn't just a single number on a paycheck. While base salary is a core component, we look at your compensation through a holistic lens that includes equity, performance incentives, and world-class benefits.
The expected base salary range for this role in is $79,000 to $89,000 USD
Individual pay is determined by various factors, including geography, level of experience, and the specific skills you bring to the role.
In addition to base pay, Xero’s roles are eligible for the following forms of variable compensation:
Variable Pay: Permanent employees are eligible to participate in our annual bonus and equity (RSU) programs. You may also be eligible for performance-based cash or equity (RSUs) incentives depending on your role level, and company performance.
Comprehensive Benefits: Medical, dental, vision, 401(k) match, and 21 days PTO, 10 days of Wellbeing leave, 5 days of Xtra Leave, 1 volunteer day, 12 paid holidays, paid parental leave. Further information included on our Xero Perks page.
Xero uses AI to help screen applications based on job-related qualifications. These tools assist our recruiters but do not make automated hiring decisions. A human recruiter reviews all candidates before any hiring action is taken.
Apply even if your experience isn't a perfect match! At Xero, we hire based on your skills, passion, and the unique perspective you can bring to enhance our culture and team.
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