Business Development Representative
About the role
Velixo is an award-winning vendor of Excel-based reporting solutions for Enterprise Resource Planning (ERP) software, such as Acumatica, MYOB, Cegid and Sage Intacct. We serve customers of every size, in every industry, by enhancing their reporting and planning experience, and introducing a world of innovative features and integrations in the Excel they love.
Headquartered in Montreal, Canada, we are a diverse and fast-paced organization that is rapidly growing in revenue and personnel. Our team is spread out across the world to support a growing base strong of 1800+ customers and 200+ value-added resellers worldwide.
Role Overview
As an Outbound BDR at Velixo, you will be the "tip of the spear" for our sales organization. Your mission is to proactively identify and engage finance and operations leaders who are struggling with manual ERP reporting and data entry. You aren't just selling a tool; you are selling time back to CFOs and Controllers by leveraging the Excel environment they already know and love.
This is a high-impact role designed for a self-starter who thrives on cold outreach and is eager to help build the foundation of our outbound engine in the Sage, Acumatica, and Microsoft Dynamics ecosystems.
We are looking for candidates in North America (Canada or the US).
Key Responsibilities
Strategic Prospecting: Identify and research high-fit accounts within the Sage Intacct, Acumatica, and Microsoft Dynamics 365 Business Central ecosystems.
Multi-Channel Outreach: Execute high-volume outbound campaigns (60+ activities/day) using a mix of cold calling, personalized emailing, and LinkedIn engagement. Value-Based Discovery: Conduct initial discovery calls to uncover prospect pain points, specifically around manual data exports, complex consolidations, and "reporting hairballs." Pipeline Generation: Qualify leads using frameworks like BANT or MEDDIC and schedule high-quality discovery meetings/demos for Account Executives. Ecosystem Networking: Engage with ERP partners and consultants to identify "greenfield" opportunities where Velixo can solve immediate reporting gaps. CRM Excellence: Maintain meticulous records in our CRM, ensuring all interactions are tracked and follow-ups are executed with precision.
What We’re Looking For
The "Hustle" Factor: You have 1–2 years of experience in an outbound-heavy sales role (SaaS experience is a major plus). Excel Literacy: Since our product lives in Excel, you should be comfortable discussing spreadsheets and basic financial workflows (or eager to learn them). ERP: Experience in an ERP ecosystem is a benefit but is not required. Resilience: You view "no" as a data point, not a personal rejection, and you enjoy the challenge of breaking into cold accounts. Communication: You can write a concise, punchy email and hold a confident conversation with a CFO or Controller. Coachability: You crave feedback and are constantly looking for ways to sharpen your "hook" and objection handling skills.
Why Velixo?
A Product That Wins: We have a high satisfaction score in the ERP community because our product actually does what it says; it makes reporting "Excel-erate." Growth Path: You will work directly under the Head of Sales, giving you a front-row seat to how a global SaaS sales playbook is built and executed. Impact: As a key member of a lean team, your wins will be highly visible and directly tied to the company's expansion into new ERP markets.
Tech Stack We Use
CRM: HubSpot Sales Engagement: HubSpot Research: LinkedIn Sales Navigator / Apollo Internal: Microsoft 365 / Teams
Powered by JazzHR
YVPpDBKBS9
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
Business Development Representative
About the role
Velixo is an award-winning vendor of Excel-based reporting solutions for Enterprise Resource Planning (ERP) software, such as Acumatica, MYOB, Cegid and Sage Intacct. We serve customers of every size, in every industry, by enhancing their reporting and planning experience, and introducing a world of innovative features and integrations in the Excel they love.
Headquartered in Montreal, Canada, we are a diverse and fast-paced organization that is rapidly growing in revenue and personnel. Our team is spread out across the world to support a growing base strong of 1800+ customers and 200+ value-added resellers worldwide.
Role Overview
As an Outbound BDR at Velixo, you will be the "tip of the spear" for our sales organization. Your mission is to proactively identify and engage finance and operations leaders who are struggling with manual ERP reporting and data entry. You aren't just selling a tool; you are selling time back to CFOs and Controllers by leveraging the Excel environment they already know and love.
This is a high-impact role designed for a self-starter who thrives on cold outreach and is eager to help build the foundation of our outbound engine in the Sage, Acumatica, and Microsoft Dynamics ecosystems.
We are looking for candidates in North America (Canada or the US).
Key Responsibilities
Strategic Prospecting: Identify and research high-fit accounts within the Sage Intacct, Acumatica, and Microsoft Dynamics 365 Business Central ecosystems.
Multi-Channel Outreach: Execute high-volume outbound campaigns (60+ activities/day) using a mix of cold calling, personalized emailing, and LinkedIn engagement. Value-Based Discovery: Conduct initial discovery calls to uncover prospect pain points, specifically around manual data exports, complex consolidations, and "reporting hairballs." Pipeline Generation: Qualify leads using frameworks like BANT or MEDDIC and schedule high-quality discovery meetings/demos for Account Executives. Ecosystem Networking: Engage with ERP partners and consultants to identify "greenfield" opportunities where Velixo can solve immediate reporting gaps. CRM Excellence: Maintain meticulous records in our CRM, ensuring all interactions are tracked and follow-ups are executed with precision.
What We’re Looking For
The "Hustle" Factor: You have 1–2 years of experience in an outbound-heavy sales role (SaaS experience is a major plus). Excel Literacy: Since our product lives in Excel, you should be comfortable discussing spreadsheets and basic financial workflows (or eager to learn them). ERP: Experience in an ERP ecosystem is a benefit but is not required. Resilience: You view "no" as a data point, not a personal rejection, and you enjoy the challenge of breaking into cold accounts. Communication: You can write a concise, punchy email and hold a confident conversation with a CFO or Controller. Coachability: You crave feedback and are constantly looking for ways to sharpen your "hook" and objection handling skills.
Why Velixo?
A Product That Wins: We have a high satisfaction score in the ERP community because our product actually does what it says; it makes reporting "Excel-erate." Growth Path: You will work directly under the Head of Sales, giving you a front-row seat to how a global SaaS sales playbook is built and executed. Impact: As a key member of a lean team, your wins will be highly visible and directly tied to the company's expansion into new ERP markets.
Tech Stack We Use
CRM: HubSpot Sales Engagement: HubSpot Research: LinkedIn Sales Navigator / Apollo Internal: Microsoft 365 / Teams
Powered by JazzHR
YVPpDBKBS9
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.