Velixo is an award-winning vendor of Excel-based reporting solutions for ERP software. They are seeking an Outbound Business Development Representative to proactively identify and engage finance and operations leaders, helping them improve their reporting and data entry processes.
Responsibilities:
- 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:
- 1–2 years of experience in an outbound-heavy sales role
- Comfortable discussing spreadsheets and basic financial workflows
- You view 'no' as a data point, not a personal rejection
- Ability to write a concise, punchy email
- Ability to hold a confident conversation with a CFO or Controller
- Crave feedback and are constantly looking for ways to sharpen your 'hook' and objection handling skills
- Experience in an ERP ecosystem is a benefit but is not required
- SaaS experience is a major plus