Xelix

Account Executive

• Serve as a consultative trusted advisor with a focus on developing and closing new business opportunities with prospective Xelix customer
• Manage a portfolio of prospects at various stages of sales cycle with leads developed by the Xelix partner network
• Conduct assessments to understand prospects pain-points and develop roadmap and business cases for their finance transformation using Xelix solutions
• Manage and forecast sales activity and opportunities by flawlessly executing the Xelix sales process and playbook
• Attend in-person meetings on client site, as well as industry events, such as user groups, trade shows and conferences to build and manage relationships with prospective and existing customer base

Sales Development Rep

• Reaching out to potential clients via phone, email, and social media to generate new sales opportunities
• Identifying decision-makers and influencers internationally to build a high-quality pipeline
• Understanding prospects’ challenges and qualifying their needs through thoughtful questioning
• Taking leads through the early stages of the sales process, building rapport and interest
• Collaborating to improve and refine our lead generation strategies and outreach playbook
• Managing LinkedIn and email campaigns, while contributing to the growth of our social channels
• Handling key admin tasks such as sending meeting invites and following up with leads
• Contributing to monthly performance reporting and analysis

Sales Development Representative

Consultant

• Leading Implementation team on projects, and being the key point of contact for customers
• Leading implementation projects for enterprise customers, becoming a subject matter expert in Xelix
• Acting as the primary project manager and point of contact for technical requirements
• Managing risks, dependencies and change controls across internal and external stakeholders
• Ensuring technical prerequisites are met, including data file design, secure file transfer, and system configuration
• Running customer-facing workshops and translating technical information clearly

Senior Services Consultant

Account Manager

• Lead, mentor, and develop a high-performing team of Enterprise Account Managers.
• Drive team performance to achieve renewal, retention, and expansion targets.
• Guide your team in developing and executing account plans that promote long-term customer success and revenue growth.
• Conduct regular team meetings, deal reviews, and 1:1 coaching sessions to ensure alignment and accountability.
• Work cross-functionally with Sales, Services, Product, and Marketing to enhance the customer journey and operational processes.
• Analyse account health, identify risk indicators, and implement proactive strategies to mitigate churn.
• Report on team KPIs and business metrics, providing insights and recommendations to senior leadership.
• Contribute to process improvements, playbook development, and scalable strategies for managing mid-market accounts.
• Manage a select portfolio of strategic accounts to model best-in-class customer engagement.
• Build and execute Customer Success Plans (CSPs) with clear outcomes, milestones, stakeholders and value hypotheses.
• Quantify, track and communicate value realisation (ROI/business impact), preparing and presenting goals, KPIs and commercial narratives to executive sponsors and C-suite stakeholders.
• Develop a deep understanding of each customer’s priorities, operating model, systems landscape, and roadmap, using this to shape account strategy and unlock expansion.
• Run proactive account governance (e.g., EBRs/QBRs), ensuring adoption, stakeholder engagement and action plans stay on track.
• Monitor customer health and engagement to identify risk early, lead retention plans, and mobilise internal teams to protect and grow revenue.
• Identify, qualify and progress upsell/cross-sell opportunities, building business cases, aligning stakeholders, and partnering with AEs/founders where needed to close.
• Lead renewals end-to-end: timeline management, commercial negotiation support, stakeholder alignment, and forecasting accuracy.
• Triage technical and non-technical issues with urgency and strong judgement, coordinating the right internal resources while keeping customers informed and confident.
• Be the voice of the customer internally: capture product feedback, influence prioritisation with evidence, and manage expectations on deliverables and timelines.
• Stay close to market trends and the competitive landscape, contributing to strategic initiatives that improve our commercial approach and customer outcomes.

Enterprise Account Manager – Team Lead

• Serve as a consultative trusted advisor with a core focus on developing and closing new business opportunities with prospective Xelix customer.
• Manage a portfolio of prospects at various stages of sales cycle with leads developed by the Xelix partner network.
• Conduct assessments to understand prospects pain-points and develop roadmap and business cases for their finance transformation using Xelix solutions.
• Manage and forecast sales activity and opportunities by flawlessly executing the Xelix sales process and playbook.
• Iterating our existing processes and playbooks to fit the US market.
• Attend in-person meetings on client site, as well as industry events, such as user groups, trade shows and conferences to build and manage relationships with prospective and existing customer base.

Strategic Account Executive – US Market, East Coast

Events

• Own the annual events calendar across formats and funnel stages
• Develop a framework for how different event types serve different commercial goals
• Work toward a fully integrated model
• Build scalable processes and operating rhythms
• Track and report on events as a revenue channel
• Own end-to-end delivery of Xelix Connect, our flagship annual conference
• Manage our presence at third-party conferences and our hosted field programme
• Develop a virtual events series that scales our reach
• Work closely with SDRs, AEs, and Account Managers to drive the right attendance
• Negotiate and manage relationships with venues, production companies, and suppliers

Events Marketing Manager

• Own a portfolio of Mid-Market & Small Enterprise customers
• Build and execute Customer Success Plans (CSPs)
• Quantify, track and communicate value realization
• Develop an understanding of each customer’s priorities and operating model
• Run proactive account governance (e.g., EBRs/QBRs)
• Monitor customer health and engagement to identify risk early
• Identify, qualify and progress upsell/cross-sell opportunities
• Lead renewals end-to-end
• Triage technical and non-technical issues with urgency
• Be the voice of the customer internally
• Stay close to market trends and competitive landscape

Customer Success Manager / Account Manager

Product Designer

• Take ownership of design tasks from discovery to delivery, including wireframes, flows, prototypes, and high-fidelity designs
• Collaborate with engineers to refine implementation and ensure high-quality outcomes
• Contribute to planning and running user research, usability testing, and feedback sessions
• Translate findings into actionable insights and iterate on designs based on evidence
• Partner with product managers to understand requirements, priorities, and constraints
• Apply and extend our design system to ensure a cohesive and scalable product experience
• Stay up-to-date with design trends, tools, and best practices

Mid-level Product Designer

Enterprise Account Executive – US Market, East Coast

AI Engineer

• AI & ML Development: support the development of models and AI-powered features across text, document, and structured data use cases.
• LLM Applications: help build and improve LLM-powered workflows, including prompt design, structured outputs, and simple tool use.
• Data & Evaluation: work with real-world datasets, contribute to evaluation pipelines, and help measure system performance.
• Production Code: write clean, maintainable Python and contribute to code that runs in production systems.
• AI-Assisted Development: use tools like Cursor and Claude Code to accelerate development, while learning good engineering practices.
• Collaboration & Learning: work closely with experienced engineers, product managers, and data teams, learning how to ship impactful features.