Velixo

Controller

• Own the monthly, quarterly, and annual close process.
• Prepare and review financial reports.
• Supervise core accounting functions including Accounts payable, Accounts receivable, Payroll accounting, Fixed assets and capitalization, Expense management, and corporate credit cards.
• Design, implement, and monitor internal controls.
• Lead continuous improvement initiatives.

Financial Controller

Marketing

• You'll own the campaign engine that turns marketing activity into pipeline
• Plan and execute integrated campaigns: webinars, virtual events, guides, and thought leadership
• Monitor and optimize funnel conversion at every stage
• Partner with domain experts to operationalize thought leadership initiatives
• Build and manage campaigns in HubSpot: landing pages, forms, workflows, segmentation, and automation
• Map and optimize customer journeys from awareness to opportunity
• Own a centralized marketing calendar that keeps initiatives aligned
• Report on engagement, conversion, influenced pipeline, and revenue, and present insights and recommendations to leadership

Marketing Manager

Account Executive

• 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

Strategic Account Executive

Business Development Rep

• Build target partner lists from scratch across the Acumatica, Sage, and Business Central ecosystems — VARs, resellers, ISVs, system integrators, and accounting/consulting firms.
• Run high-volume, multi-channel outbound: cold email, cold calls, LinkedIn, event-based outreach, and referral mining.
• Open conversations with partner principals and practice leaders who are not yet aware of us.
• Qualify partner fit through structured discovery: technical alignment, customer base, go-to-market readiness, and revenue potential.
• Hand off qualified partner opportunities to the VP of Partnerships with a complete briefing; the VP owns negotiation and signature.
• Hit quarterly quotas tied to sourced and qualified partner opportunities (not closed-won).
• Partner closely with the marketing team to develop outbound assets and campaign material tailored to each partner segment and ERP ecosystem.
• Bring field intelligence back to marketing: what messaging resonates with Acumatica VARs vs. Sage resellers vs. BC partners, what pain points open conversations, and what objections come up most.
• Co-create one-pagers, partner pitch decks, email sequences, event collateral, and landing pages that speak directly to the partner profile being targeted.
• Test and iterate outbound messaging in collaboration with marketing; share data on what is working.
• Represent the company at key ERP community events, partner summits, and user conferences (Acumatica Summit, Sage Transform, Microsoft Inspire, Community Summit, and similar) — with a sourcing mandate, not a booth-staffing mandate.
• Maintain working knowledge of each ERP roadmap, partner program structure, and competitive landscape.
• Maintain accurate pipeline data, activity logs, and forecasting in the CRM.

Partner Business Development Representative

Financial Planning and Analysis

• Become the voice of Velixo in mid-market finance.
• Build a real audience of controllers, FP&A leaders, and CFOs across our owned channels and the places they already gather.
• Teach finance, not features, producing webinars and tutorials.
• Show what good looks like, building worked examples against real finance problems.
• Represent Velixo at tradeshows and industry conferences.
• Track shifts in finance and provide useful insight into positioning and product.

Financial Controller

Marketing Manager

Strategic Account Executive

Partner Business Development Representative

Finance Evangelist