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VelixoVE

Partner Account Manager

Velixo provides an Excel-based reporting and budgeting software that integrates in real-time with leading cloud ERP systems, enabling users to build dynamic reports and automate data entry.

Velixo

Employee count: 11-50

Canada only

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About Velixo
Velixo is an award-winning leader in Excel-based reporting, planning, and automation solutions tailored for prominent cloud ERP platforms including Acumatica, Sage Intacct, and Microsoft Dynamics 365 Business Central. Our headquarters is located in Montreal, Canada, complemented by a globally distributed, fully remote R&D team. At Velixo, we pride ourselves on delivering user-friendly, efficient solutions loved by customers, earning top ratings on marketplaces and G2.

Role Summary
The focus of this position is on driving revenue growth through partner engagement, recruitment, and enablement. This includes developing go-to-market plans, organizing QBRs, meeting sales targets, and supporting partners through collaboration, training, and demand generation efforts. The role blends sales strategy, relationship management, and product expertise—and requires strong communication skills and a proactive, results-driven mindset.

Key Responsibilities
  • Build and deepen relationships with Channel Partners to create increased sales opportunities.

  • Develop, maintain a sales strategy, and organize QBR meetings for your Partner accounts. Use the business plan as a roadmap for go-to-market program development, including sales goals.

  • Develop sales forecasts and achieve monthly, quarterly, and annual sales targets.

  • Actively recruit new partners.

  • Develop a firm understanding of Velixo’s technology and software solutions and demonstrate the software to prospective customers & partners.

  • Be seen and treated by Partners as a trusted and valued resource to them.

  • Collaborate with the field marketing organization to plan, deliver, and manage an effective communication and demand generation campaign for each Partner across the region.

  • Work with peers across Velixo, field and marketing organizations to ensure that best practices are utilized to drive effective Partner campaigns.

  • Ensure accurate reporting of key activities and update information in the Velixo CRM database.

  • Proactively Scheduling webinars with existing partner customer base.

Required Skills and Experience
  • +3 years of relevant experience

  • Bachelor's degree in business or related field

  • Excellent verbal and written communications skills, presentation, customer service, business and negotiation skills

  • A strong understanding of the sales process and Channel Sales

  • High energy with the capability to multi-task in a dynamic, rapidly growing organization

  • Broad exposure to a variety of technologies/concepts in a distributed environment

  • Ability to translate business needs into reporting solutions

  • Ability to travel occasionally (<15%)

Preferred Skills
  • Experience with Accounting or ERP Software is an asset

  • Familiarity with financial reporting concepts


About the job

Apply before

Posted on

Job type

Full Time

Experience level

Education

Bachelor degree

Experience

3 years minimum

Experience accepted in place of education

Location requirements

Hiring timezones

Canada +/- 0 hours

About Velixo

Learn more about Velixo and their company culture.

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Velixo is a multi-award-winning software company that provides an Excel-based reporting, budgeting, and automation solution for modern Enterprise Resource Planning (ERP) systems. Founded in 2017 by Gabriel Michaud, a former General Manager at Acumatica Labs, the company was established to bridge the gap between powerful ERP data and the familiar, flexible environment of Microsoft Excel. Velixo's flagship product offers a seamless, real-time, and bidirectional integration with leading cloud ERPs such as Acumatica, MYOB Advanced, Sage Intacct, Cegid XRP Flex, and others. This allows finance teams, CFOs, and operations leaders to build comprehensive financial, project, and business reports directly within Excel, leveraging live data without the need for manual exports or data dumps. The platform is designed to enhance productivity by automating labor-intensive tasks, which significantly reduces the time required for month-end closing and financial reporting.

The company's mission is to accelerate business transformation through meaningful outcomes and efficiencies. Velixo empowers users with a suite of more than 60 specially designed functions that work with general ledger, project data, and generic inquiries. Key features include Smart Refresh for up-to-date information, Smart Drilldown for exploring transactional details, and Writeback capabilities that allow users to push data from Excel back into their ERP system for budgets, forecasts, and journal entries. This two-way data flow is a significant differentiator, transforming Excel into an interactive interface for the ERP. Velixo has garnered widespread industry recognition, including multiple awards from partners like Acumatica and MYOB, and maintains a perfect customer satisfaction score on platforms like G2. With a distributed team and thousands of customers worldwide, Velixo continues to innovate, focusing on user experience and delivering tangible value to businesses of all sizes.

Employee benefits

Learn about the employee benefits and perks provided at Velixo.

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Flexible work-life balance

Velixo offers flexible work-life balance, with Work From Home policies.

Continuous learning

The company is dedicated to using the latest tech and to always be learning.

View Velixo's employee benefits
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