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Strategic Account Executive

Role overview

Qualifications

  • 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

Responsibilities

  • 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
  • Develop deep knowledge of customer ERP environments to position Velixo’s value clearly and credibly
  • Accurately forecast your pipeline and maintain CRM hygiene in HubSpot

About the company

Velixo logo

Velixo

Computer Software / SaaS

Company details

Company typeStartup
IndustryComputer Software / SaaS

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Job description

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 

What We’re Looking For 

Required 

  • 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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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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