Serve as a technical advisor and strategic partner for accounting practices, collaborating with sales teams to scope solutions, demonstrate Xero workflows, guide cloud implementations and migrations, and drive software adoption. Translate partner requirements into scalable strategies, resolve technical obstacles, identify risks, and support product feedback. The role requires accounting practice experience, consultative problem-solving, technical solution design, presentation skills, and familiarity with cloud accounting and workflow platforms.

Advises accounting firms on adopting Xero and digital accounting strategies. Builds trusted relationships with firm decision-makers, identifies operational needs, recommends practical technology solutions, and supports digital transformation within an assigned territory. The role is designed for CPA-qualified or experienced accounting professionals transitioning into relationship-driven SaaS sales and advisory work.