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Prophix is a B2B SaaS company building AI-powered financial management software for mid-market and enterprise finance teams. Its platform brings together financial planning and analysis, consolidation and close, reporting and analytics, forecasting, budgeting, cash flow planning, automated reconciliations, disclosure management, and workflow automation. Integrations with Microsoft 365, Power BI, and enterprise resource planning systems help finance organizations connect their data and processes, while audit trails support controlled, audit-ready reporting. Prophix’s products are designed to reduce manual work, streamline close cycles, and help finance teams turn complex information into actionable insight.
Senior Customer Account Manager at Prophix (Hybrid, Canada)
Grow Prophix One within existing customer accounts by driving module expansion, license growth, cloud migrations, and executive engagement.
Description
- Manage and expand a portfolio of existing Prophix customer accounts
- Generate expansion ARR through additional modules, increased user licenses, and cloud migration opportunities
- Lead complete sales cycles from discovery through contract close
- Collaborate with Professional Services, Cloud, Legal, and Customer Success teams
- Maintain territory pipeline coverage of at least 2.2 times
- Reach at least 90% forecast accuracy by the fifth week of each quarter
- Escalate strategic opportunities and take proactive action on at-risk accounts
- Build relationships with CFOs, Controllers, VPs of Finance, and CIOs
- Conduct executive business reviews aligned with customers’ financial transformation goals
- Re-engage executive sponsors who are disengaged or considered at risk
- Keep Salesforce pipeline, forecasts, and opportunity records accurate
- Work with Customer Success Managers and Marketing on customer enablement and nurture initiatives
- Apply Prophix AI tools and personal AI workflows to research, draft, and prepare
Requirements
- Bring 3–5 or more years of quota-carrying software sales or customer expansion experience with consistent target attainment
- Have experience selling CPM, FP&A, financial planning software, or related FinTech SaaS solutions
- Demonstrate success managing complex B2B sales cycles involving multiple stakeholders from discovery through legal review and close
- Show executive presence and the ability to lead strategic discussions with CFOs or Controllers
- Use CRM systems confidently, preferably Salesforce, for pipeline ownership, forecasting, and opportunity management
- Understand both on-premises and SaaS or cloud software delivery models
- Be comfortable leading discussions about cloud migration
- Use AI tools responsibly for research, account planning, drafting, or data review
- Learn new tools quickly and adapt as technology changes
- Remain curious and open to trying new approaches
- Work collaboratively with people and technology teams
- Direct sales experience with a CPM or FP&A software provider or comparable financial performance platform is preferred
- Working knowledge of financial planning, budgeting, forecasting, consolidation, or financial close workflows is preferred
- Experience with Account Reconciliation or Financial Consolidation use cases is preferred
- Strong negotiation ability and evidence of protecting deal value during procurement negotiations are preferred
- Familiarity with financial close, audit readiness, or multi-entity consolidation challenges is preferred
Benefits
- Health, dental, vision, and mental-health coverage
- Retirement savings plan with employer contributions
- Parental leave top-up
- Annual wellness allowance
- Generous paid time off, including vacation and sick leave
- Social events and team activities
- Community-building opportunities
- Participation opportunities in Environmental, Social, and Governance initiatives
- Quarterly town halls and kickoff events
- Flexibility based on team requirements and employee location
- Opportunities to develop skills and learn modern tools
- Collaboration with leaders committed to continuous improvement
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