Top Benefits
About the role
About Velixo
Velixo builds Excel-native reporting and analytics tools purpose-built for ERP users. Trusted by 3,400+ customers across 25 countries, Velixo eliminates the gap between ERP data and the spreadsheets finance teams actually work in — no data warehouse, no exports, no BI tool required. We have a 97% retention rate and are expanding rapidly across the Microsoft Dynamics and Sage Intacct ecosystems.
We are looking for candidates in North America (Canada or the US).
The Role
We’re looking for a Strategic Account Executive to drive net new logo acquisition across a mid market selling motion, targeting companies running Microsoft Business Central or Sage Intacct. You’ll own the full sales cycle, from first conversation to close and be a key driver of Velixo’s growth.
This is a hunter role. You thrive in a consultative sale, understand the pain of finance teams living in Excel, and know how to navigate deals with CFOs and Controllers.
What You’ll Do
Own and drive a pipeline of mid-market opportunities ($20K–$100K ACV) from outbound prospecting through close Run discovery, demos, and business case conversations with Finance, Accounting, and IT stakeholders Potentially partner with a VAR Partner not in our network to co-sell and influence deals in the BC and Sage Intacct network Develop deep knowledge of customer ERP environments to position Velixo’s value clearly and credibly Collaborate with Sales Engineer on complex evaluations and POCs Accurately forecast your pipeline and maintain CRM hygiene in HubSpot Feed market intelligence back to product, marketing, and leadership
Required
What We’re Looking For
At least 3 years of B2B SaaS sales experience with a consistent track record of hitting quota Experience selling into finance, accounting, or ERP-adjacent buyers (CFOs, Controllers, Finance Directors) Familiarity with Microsoft Business Central or Sage Intacct, either from prior sales experience or a strong working knowledge of the ecosystem Strong discovery and consultative selling skills; you ask great questions and build real business cases Comfortable running self-directed outbound alongside inbound pipeline
Nice to Have
Familiar with VARs / channel partners selling motions. You will be selling direct but an understanding of the motion is helpful Background at a fintech, ERP ISV, or finance software company Proficiency with HubSpot or similar CRM
Why Velixo
Sell a product with genuine product-market fit with a high retention rate, customers love it Competitive base + uncapped commission Remote-first culture with a team that moves fast and trusts you to own your work Be part of a high-growth company where your deals directly shape the trajectory of the business
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About Velixo
Velixo is a cutting-edge reporting, budgeting, and data automation software that seamlessly integrates Excel with your ERP. Are you looking to elevate your reporting and budgeting processes? Do you want to harness the power and flexibility of Excel while ensuring the accuracy and security of your data? Velixo connects directly to leading ERPs like Acumatica and Sage Intacct, offering a suite of optimized features that allow you to create real-time reports, analyze financials, operational, or project data, and interact with it—all within the familiar environment of Excel. It also allows for seamless data entry back into your cloud ERP, making it a game-changer for budgeting, data automation, and improving data quality for critical business use cases. With research showing that 80% of users revert to Excel for deeper analysis after exploring alternatives, Velixo offers a compelling solution from the platform they know best—Excel.
Key use cases include: financial reporting & analysis, consolidation, allocation, operational reporting, budgeting and planning, project accounting, project forecasting, construction reporting, bulk data input, and resolving data quality issues. Thousands of organizations, large and small, trust Velixo for its ability to streamline processes, and our customers consistently give us 5-star ratings on G2 Crowd and the Acumatica Marketplace. If you know Excel, you already know how to use Velixo!
Ready to see how our award-winning software can maximize the value of your ERP, boost productivity, and accelerate business outcomes? Let’s connect! For more information, visit us at www.velixo.com.
Similar Jobs
Top Benefits
About the role
About Velixo
Velixo builds Excel-native reporting and analytics tools purpose-built for ERP users. Trusted by 3,400+ customers across 25 countries, Velixo eliminates the gap between ERP data and the spreadsheets finance teams actually work in — no data warehouse, no exports, no BI tool required. We have a 97% retention rate and are expanding rapidly across the Microsoft Dynamics and Sage Intacct ecosystems.
We are looking for candidates in North America (Canada or the US).
The Role
We’re looking for a Strategic Account Executive to drive net new logo acquisition across a mid market selling motion, targeting companies running Microsoft Business Central or Sage Intacct. You’ll own the full sales cycle, from first conversation to close and be a key driver of Velixo’s growth.
This is a hunter role. You thrive in a consultative sale, understand the pain of finance teams living in Excel, and know how to navigate deals with CFOs and Controllers.
What You’ll Do
Own and drive a pipeline of mid-market opportunities ($20K–$100K ACV) from outbound prospecting through close Run discovery, demos, and business case conversations with Finance, Accounting, and IT stakeholders Potentially partner with a VAR Partner not in our network to co-sell and influence deals in the BC and Sage Intacct network Develop deep knowledge of customer ERP environments to position Velixo’s value clearly and credibly Collaborate with Sales Engineer on complex evaluations and POCs Accurately forecast your pipeline and maintain CRM hygiene in HubSpot Feed market intelligence back to product, marketing, and leadership
Required
What We’re Looking For
At least 3 years of B2B SaaS sales experience with a consistent track record of hitting quota Experience selling into finance, accounting, or ERP-adjacent buyers (CFOs, Controllers, Finance Directors) Familiarity with Microsoft Business Central or Sage Intacct, either from prior sales experience or a strong working knowledge of the ecosystem Strong discovery and consultative selling skills; you ask great questions and build real business cases Comfortable running self-directed outbound alongside inbound pipeline
Nice to Have
Familiar with VARs / channel partners selling motions. You will be selling direct but an understanding of the motion is helpful Background at a fintech, ERP ISV, or finance software company Proficiency with HubSpot or similar CRM
Why Velixo
Sell a product with genuine product-market fit with a high retention rate, customers love it Competitive base + uncapped commission Remote-first culture with a team that moves fast and trusts you to own your work Be part of a high-growth company where your deals directly shape the trajectory of the business
Powered by JazzHR
SfZ44Se0eb
Not the right fit? Search for Strategic Account Executive jobs in Montreal, Quebec, Canada
About Velixo
Velixo is a cutting-edge reporting, budgeting, and data automation software that seamlessly integrates Excel with your ERP. Are you looking to elevate your reporting and budgeting processes? Do you want to harness the power and flexibility of Excel while ensuring the accuracy and security of your data? Velixo connects directly to leading ERPs like Acumatica and Sage Intacct, offering a suite of optimized features that allow you to create real-time reports, analyze financials, operational, or project data, and interact with it—all within the familiar environment of Excel. It also allows for seamless data entry back into your cloud ERP, making it a game-changer for budgeting, data automation, and improving data quality for critical business use cases. With research showing that 80% of users revert to Excel for deeper analysis after exploring alternatives, Velixo offers a compelling solution from the platform they know best—Excel.
Key use cases include: financial reporting & analysis, consolidation, allocation, operational reporting, budgeting and planning, project accounting, project forecasting, construction reporting, bulk data input, and resolving data quality issues. Thousands of organizations, large and small, trust Velixo for its ability to streamline processes, and our customers consistently give us 5-star ratings on G2 Crowd and the Acumatica Marketplace. If you know Excel, you already know how to use Velixo!
Ready to see how our award-winning software can maximize the value of your ERP, boost productivity, and accelerate business outcomes? Let’s connect! For more information, visit us at www.velixo.com.