Sales Engineer

🕒 May 6

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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

• 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

🎯 Requirements

• Deep hands-on Excel expertise — advanced formulas, pivot tables, Power Query • 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

🏖️ Benefits

• Competitive package, including group insurance • RSP matching • Vacation and personal days • Financial support for professional development courses • Opportunity for career growth within a collaborative and supportive work environment