Posted yesterday
Application Support Specialist
@ Velixo
Remote in Canada
Overview
Velixo is hiring an Application Support Specialist for its ERP Financial analysis Excel add-in, which connects to Acumatica and Sage Intacct. The role troubleshoots product and ERP integration issues, supports customers and teams using AI assistants with MCP server setup, and builds AI skills for support workflows. The position is full-time and fully remote.
Responsibilities:
- Provide technical support for the ERP Excel add-in
- Troubleshoot Acumatica and Sage Intacct integration issues
- Support AI assistants and MCP server setup
- Build and refine AI skills for support workflows
Requirements summary:
- Bachelor's degree in IT, computer science, finance or accounting
- 2+ years technical support, 1+ on ERP systems
- Working knowledge of MCP and AI skills
- Acumatica or Sage Intacct knowledge highly desirable
Tools & skills
Source and dates
Employer career site / ATS feed · jazzhr
- Employer posting date
- 2026-11-08
- First seen by our source
- 2026-11-09
- Source record updated
- 2026-11-09
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (required) |
| Fields of study | Information Technology, Computer Science, Finance, Accounting |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Velixo
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Unlocking new ways of reporting, budgeting, and automating manual tasks for ERPs, right inside Excel.
Full company description
Velixo is a cutting-edge reporting, budgeting, and data automation software that seamlessly integrates Excel with your ERP. Are you looking to elevate your reporting and budgeting processes? Do you want to harness the power and flexibility of Excel while ensuring the accuracy and security of your data? Velixo connects directly to leading ERPs like Acumatica and Sage Intacct, offering a suite of optimized features that allow you to create real-time reports, analyze financials, operational, or project data, and interact with it—all within the familiar environment of Excel. It also allows for seamless data entry back into your cloud ERP, making it a game-changer for budgeting, data automation, and improving data quality for critical business use cases. With research showing that 80% of users revert to Excel for deeper analysis after exploring alternatives, Velixo offers a compelling solution from the platform they know best—Excel. Key use cases include: financial reporting & analysis, consolidation, allocation, operational reporting, budgeting and planning, project accounting, project forecasting, construction reporting, bulk data input, and resolving data quality issues. Thousands of organizations, large and small, trust Velixo for its ability to streamline processes, and our customers consistently give us 5-star ratings on G2 Crowd and the Acumatica Marketplace. If you know Excel, you already know how to use Velixo! Ready to see how our award-winning software can maximize the value of your ERP, boost productivity, and accelerate business outcomes? Let’s connect! For more information, visit us at www.velixo.com.
- LinkedIn followers
- 11,995
- People associated on LinkedIn
- 66
- Reported office locations
- 2575 Place Chassé, Suite 200, Montreal, Quebec H1Y 2C3, CA
- Other recorded names
- Velixo
- Specialties
- Business Analysis
- Excel
- ERP reporting
- Data analysis
- Financial management
- Data manegement
- ERP
- Budgeting
- Planning
- Data integration
- Operational analysis
- Operational reporting
- Business Intelligence
- and Data automation
- Profile identifies a recruitment agency
- No
Velixo is a cutting-edge reporting, budgeting, and data automation software that seamlessly integrates Excel with your ERP. Are you looking to elevate your reporting and budgeting processes? Do you want to harness the power and flexibility of Excel while ensuring the accuracy and security of your data? Velixo connects directly to leading ERPs like Acumatica and Sage Intacct, offering a suite of optimized features…
| Field | Value |
|---|---|
| Industry | Embedded Software Products |
| Company size | 51-200 employees |
| Headquarters | Montreal, Quebec |
| Organization type | Privately Held |
| Year founded | 2017 |
| Specialties | Business AnalysisExcelERP reportingData analysisFinancial managementData manegementERPBudgetingPlanningData integration |
| Open jobs on Jobsy | 4 |
| View page |
Velixo builds Excel-native reporting, planning, and automation for finance teams running Acumatica, Sage Intacct, Business Central, and MYOB. Founded in 2017 and headquartered in Montreal, we serve finance and accounting teams who live in spreadsheets and need their ERP data to be live, trustworthy, and writable.
Job Summary
We are seeking an Application Support Specialist with experience in ERP systems to support our ERP Financial analysis product, an Excel add-in that connects with Acumatica and Sage Intacct. The ideal candidate will have a strong background in technical support, a deep understanding of ERP systems, particularly Acumatica and Sage Intacct, and experience in financial analysis and reporting. They will also be comfortable working with AI tooling, including how AI assistants connect to business systems through MCP servers, how AI skills are built, and how to troubleshoot them when they don’t behave as expected.
Velixo is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
This is a fully remote position open.
Key Responsibilities:
- Provide technical support for our ERP Financial analysis Excel add-in product.
- Troubleshoot and resolve issues related to the product and its integration with Acumatica and Sage Intacct.
- Assist customers with reporting analysis and queries, ensuring accurate and efficient use of the product.
- Support customers and internal teams using AI assistants with Velixo and their ERP data, including MCP server setup.
- Troubleshoot AI tooling issues such as connector failures, skills that don’t trigger, and inaccurate outputs.
- Build and refine AI skills that streamline repeatable support workflows.
- Understanding of software development lifecycle (SDLC) and software support processes.
- Stay current on Velixo, Acumatica, Sage Intacct and relevant AI tooling to provide expert support.
Qualifications:
- Bachelor’s degree in Information Technology, Computer Science, Finance, Accounting or a related field.
- Minimum of 2 years of technical support experience, with at least 1 year focused on ERP systems.
- Proven experience as a Technical Support Specialist or similar role, with a focus on ERP systems.
- Familiarity with financial analysis and reporting tools, preferably within an ERP context.
- Working knowledge of the Model Context Protocol (MCP): how AI clients connect to MCP servers, how servers expose tools and data, and how authentication and permissions control what an assistant can access.
- Hands-on experience creating AI skills or structured prompts, including clear trigger descriptions, step-by-step instructions and supporting reference material.
- A methodical approach to AI troubleshooting, with sound judgment about data privacy and when AI-generated answers need human review before reaching a customer.
- Strong problem-solving skills and the ability to diagnose and resolve technical issues.
- Excellent communication and customer service skills, with the ability to explain complex concepts to non-technical users.
- Knowledge of Acumatica or Sage Intacct is highly desirable.
- Experience with Claude, Chatgpt or similar agentic AI platforms, and basic scripting in Python or JavaScript, is an asset.
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