Build and expand commercial relationships with regional accounting and bookkeeping partners. Use Salesforce to prospect, manage pipelines, track engagement, and identify client portfolios for migration to Xero. Deliver consultative presentations, workshops, webinars, and partner events while collaborating with national account owners and specialists. The role requires SaaS sales experience, relationship-building with professional services or accounting practices, strong communication skills, CRM discipline, and regular travel throughout Texas.

The Solutions Consultant leads technical scoping, workflow mapping, solution design, partner migrations, and implementations for accounting and bookkeeping partners. The role supports sales through product demonstrations and technical consulting, translates complex needs into scalable workflows, identifies risks, resolves technical roadblocks, and gathers feedback to influence product development. It requires accounting or bookkeeping operations experience, cloud accounting ecosystem knowledge, SaaS pre-sales or technical account management experience, and strong communication and problem-solving skills.