Beyond Insights

Stop Leaving Value on the Table: Work Smarter with your Account Manager


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In this episode, we’ll unpack how to build a productive, strategic relationship with your account manager so you're not just getting answers to your questions, but unlocking real value, insights, and opportunities.

From communication tips to goal alignment and everything in between, we’re covering what it really means to get the most out of this key partnership.

Today we are speaking to Junaid Steele. Junaid is a Senior Account Manager at Xero, South Africa, with expertise in cloud-based business management.


Rapid-fire recommendations


    • Software: Slack or Spotify
    • Best podcast: The Diary of a CEO & Pivot - and a shoutout to Nerves of Steel (Junaid’s podcast)
    • The most valuable lesson learned about helping people build a business: Business owners want more than just the numbers. They want insights into how they can make their business work. They want their dream to flourish. Accountants and account managers play a key role in helping business owners understand their numbers and drive success.

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    Beyond InsightsBy Beyond Insights