Partner Success Manager
New
X
XeroSaaS Technology
Remote, United StatesFull-Time
SalaryCalifornia, New York and Washington: $99,000 - $124,000 USD; All other States: 84,000 - 105,000 USD
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Job Details
- Required Skills
- Data AnalysisSaaSAccount Management
Requirements
- Background in account management, partner success, or sales in a fast-paced SaaS or technology environment.
- Proven experience managing a portfolio of partner accounts.
- Track record of prioritizing effectively to meet growth and retention goals.
- Ability to lead strategic business reviews and present to key stakeholders.
- Experience navigating value-based commercial conversations.
- Familiarity with Salesforce CRM for managing pipeline, forecasting, and account health.
- Expertise in positioning broader platform products such as payroll, analytics, or automated workflow tools.
- Collaborative mindset and strong communication skills for cross-functional teamwork.
Responsibilities
- Manage a portfolio of accounting and bookkeeping firms using Salesforce CRM.
- Conduct structured business reviews and success planning sessions.
- Champion full platform adoption of core features like payroll, online bill pay, analytics, and AI-driven tools.
- Identify churn risks early and implement proactive retention and subscription optimization strategies.
- Collaborate across Customer Experience, Marketing, Sales Operations, and Finance to deliver support.
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