Partner Development Representative - 6 months
Calgary, CA / Toronto, CA / Vancouver, CA
Sales & Business Development – Partner Sales & Development /
Fixed Term /
Hybrid
Xero is a beautiful, easy-to-use platform that helps small businesses and their accounting and bookkeeping advisors grow and thrive.
At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. This purpose sits at the centre of everything we do. We support our people to do the best work of their lives so that they can help small businesses succeed through better tools, information and connections. Because when they succeed they make a difference, and when millions of small businesses are making a difference, the world is a more beautiful place.
How you’ll make an impact
As part of our growth journey, TaxCycle is looking for a new colleague to join our sales team as a Partner Development Representative (PDR), who will help us grow our customer base and contribute to achieving TaxCyle’s revenue goals. This is a key role in our sales team at TaxCycle. You will be the first point of contact for accounting firms signing up for a TaxCycle trial. You’ll be a passionate advocate for TaxCycle, inspiring others, cultivating relationships, and driving engagement with our brand. If you're someone who thrives on spreading excitement and influencing others, we want to hear from you.
You will have an opportunity to be exposed to all aspects of the sales cycle, working cross functionally with sales & marketing to improve lead quality, collaborating on best practices and honing your sales craft.
In this role, you will be responsible for identifying and engaging potential customers, and assessing their relevance to TaxCycle. Your primary objective will be to qualify leads, identify potential customer needs and pass them on to our Business Development team, who will take over the sales process.
Your key responsibilities will include:
- Proactively identifying and contacting relevant prospects through various channels, such as phone calls, email, social media, etc.
- Arranging meetings between potential customers and our Business Development team.
- Collaborating with your colleagues to reach collective team goals.
- Meeting individual targets based on booked meetings and daily activities, while fostering strong relationships with potential clients.
What you’ll do
- Respond to all inbound inquiries (online via TaxCycle.com, phone, email and referrals)
- Qualifying leads that come into TaxCycle.
- Proactively generating leads through the use of, but not limited to, proactive outbound call activity, emails, meetings, marketing campaigns, the use of tools such as LinkedIn and attending events.
- Driving attendance for TaxCycle Sales led events, ensuring rapid follow up
- Updating CRM system with all client communications including calls and emails
- Provide phone and email based engagement with partners to handle day-to-day communication, responding in a timely manner.
- Develop best practices processes to support repeatable activities.
- Build relationships through a mixture of cold calling, personalized emailing and social networks to connect with key prospective customers with a target of scheduling deeper discovery calls for the sales team
- Maintain active engagement with new and existing leads through creative follow-up communications designed to increase prospective customer interest in TaxCycle
- Enhance your resiliency skills to anticipate, prepare, and overcome objections in sales communications
- Work alongside internal teams to strategize and prospect
- Track and maintain data integrity in Hubspot
- Report weekly to your direct manager on challenges, successes and progress against your targets
- Achieve monthly/quarterly targets of qualified sales leadsCollaborate with the marketing team to support lead-gen follow-up, tracking and feedback loop
About you
- You excel in a fast-paced environment while meeting and exceeding measurable performance goals
- Natural curiosity with a desire to learn and enjoy finding creative ways to reach customers in order to engage them in meaningful conversations
- You have a passion to help businesses improve with technology
- Highly organized, able to manage time effectively, and work independently
- Results-driven and able to work through rejection
- Strong communication skills both oral and written
What You’ll Bring With You
- You have previous sales experience prospecting or cold-calling (1-2 years)
- An interest in accounting, bookkeeping or tax is an asset
- Have the technical aptitude for working with Hubspot and other sales tools
- Bilingual (English/French) is a plus
- Ability to quickly build rapport with people via phone and online meetings
- Detail-oriented and process driven
- Previous experience managing customers and a pipeline of leads
- Capability to instill excitement and enthusiasm in others, encouraging them to embrace our brand and become advocates themselves
- Self starter who likes to take initiative; enjoys working with a high level of activity.
- Experience with Hubspot or Salesforce
Success looks like
- Successfully recruiting and qualifying new potential customers to TaxCycle.
- Supporting Xero sales staff by ensuring that data quality is obtained so that sales opportunities can be quickly identified and customer satisfaction is increased.
Why Xero?
Diversity of people brings diversity of thought, and we like that. Our human-first culture of respect, fairness, and inclusion is what helps Xeros thrive and work and beyond, and that includes our candidates. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single competency or experience, but you could be just the right person for this role. If you are excited about working at Xero, but your past experience doesn't align perfectly, we encourage you to apply anyway.
Offering very generous paid leave to use however you’d like (plus statutory holidays!), dedicated paid leave to care for your physical and mental wellbeing as well as an Employee Assistance Program to access mental health care for you and your family, health insurance and dental reimbursement with vision allowances, a healthcare spending account, fertility and family forming financial support, wellbeing and sports programmes, employee resource groups, 26 weeks of parental leave for primary caregivers, an Employee Share Plan, beautiful offices with shared meals, flexible working, career development, and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.
