Sales Engineer

Location: Remote in Canada 

About Velixo 

Velixo is a fast-growing SaaS company that connects Microsoft Dynamics 365 Business Central, Acumatica, Sage Intacct, and other leading ERPs directly to Excel, giving finance and operations teams real-time reporting, budgeting, and writeback capabilities without leaving the tools they already know. We are the #1 reporting solution in the Acumatica and Sage Intacct ecosystems and are accelerating growth across the BC channel and beyond. 

The Role 

We are hiring our first Sales Engineer. You will own the technical side of the sales process, working closely with Account Executives and our Partner Network to deliver compelling demonstrations, answer deep technical questions, and help prospects understand how Velixo fits into their financial reporting workflow. 

This is a ground-floor opportunity to build the playbook, shape the demo environment, and become the go-to technical authority in the sales process. 

What You’ll Do 

• Own the technical side of the sales process from discovery through close across direct and partner-led deals 

• Deliver tailored product demonstrations that connect Velixo’s capabilities to a prospect’s ERP setup and reporting workflows 

• Build and maintain demo environments across Business Central, Acumatica, and Sage Intacct that reflect real customer scenarios 

• Answer detailed technical questions about Excel integration, ERP data structures, writeback functionality, and financial reporting 

• Provide structured feedback to Product based on prospect objections, feature requests, and competitive gaps 

• Support partner enablement by helping VAR and reseller teams understand and demo Velixo to their customers 

What You Bring 

Required 

• Deep hands-on Excel expertise — advanced formulas, pivot tables, Power Query, and the ability to explain complex models to a financial professional.  

• 3+ years of experience with ERP systems such as Microsoft Dynamics 365 Business Central, Acumatica, or Sage Intacct 

• Strong understanding of ERP data structures including chart of accounts, dimensions, GL entries, and financial data flows 

• Experience in a customer-facing role such as pre-sales, implementation, solutions consulting, or technical account management 

• Ability to translate technical concepts into clear business value for finance audiences including CFOs, controllers, and FP&A teams 

• Excellent written and verbal communication skills in English 

Nice to Have 

• Background in financial reporting, FP&A, or accounting 

• Experience working with or inside a VAR or Microsoft partner network 

Benefits  

• Competitive package, including group insurance, RSP matching, vacation and personal days.  

• Financial support for professional development courses to enhance skills and knowledge.  

• Opportunity for career growth within a collaborative and supportive work environment.  

At Velixo, we prioritize the growth and development of our employees, recognizing their potential and providing opportunities to excel in their chosen field. We are excited to welcome you to our team and embark on a journey of mutual success.