Business Development Representative

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Velixo

WebsiteLinkedInAll Job Openings

11 - 50 employees

🔌 API

💸 Finance

⚡ Productivity

API • Finance • Productivity

Velixo is a company that provides a platform for real-time reporting, budgeting, and automation using Excel, specifically designed for ERP systems. Their solution enhances ERP functionalities by integrating deeply with Excel to deliver efficient, effective reporting and planning services. The platform offers features such as analyzing, budgeting, planning, and automating tasks all while maintaining governance and collaboration among users. Velixo integrates with various systems like Acumatica, Sage Intacct, and MYOB, among others. The platform is optimized for financial reporting, project forecasting, and operational analysis, making it a powerful tool for companies looking to improve their financial management processes.

📋 Description

• Identify and research high-fit accounts within the Sage Intacct, Acumatica, and Microsoft Dynamics 365 Business Central ecosystems. • Execute high-volume outbound campaigns (60+ activities/day) using a mix of cold calling, personalized emailing, and LinkedIn engagement. • Conduct initial discovery calls to uncover prospect pain points, specifically around manual data exports, complex consolidations, and "reporting hairballs." • Qualify leads using frameworks like BANT or MEDDIC and schedule high-quality discovery meetings/demos for Account Executives. • Engage with ERP partners and consultants to identify "greenfield" opportunities where Velixo can solve immediate reporting gaps. • Maintain meticulous records in our CRM, ensuring all interactions are tracked and follow-ups are executed with precision.

🎯 Requirements

• 3+ years of experience in outbound sales (SaaS experience is a major plus) • Comfortable discussing spreadsheets and basic financial workflows (or eager to learn them) • Experience in an ERP ecosystem is a benefit but is not required • You view "no" as a data point, not a personal rejection • You can write a concise, punchy email and hold a confident conversation with a CFO or Controller • You crave feedback and are constantly looking for ways to sharpen your "hook" and objection handling skills.

🏖️ Benefits

• 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.