Customer Account Manager

Prophix helps finance teams work with greater flexibility and confidence through Prophix One™, our Financial Performance Platform. We bring planning, reporting, and automation together so people can focus on higher-value work instead of repetitive tasks. As we introduce more AI-enabled capabilities, you will be part of a human-centered innovation journey where intelligent tools support better outcomes while people lead the decisions that matter.

We're headquartered in the Greater Toronto Area, with teams and offices across North America, Europe, and Australia.

The Customer Account Manager (CAM) is a position for established salespeople who have experience managing significant account sizes, creating senior-level relationships and driving additional business. The CAM will work within a territory of existing customers, focusing on expanding the Prophix footprint through license add-ons or migrating on-premise customers to the cloud.

Prophix offers employees in the CAM role a hybrid or remote option for working. It's expected that for Mandatory In Person meetings, hybrid employees will attend in office. We have invested in best-in-class tools, technology, and culture to ensure our team members are able to do their best work.

• Proactively team with other departments in the management of the overall client relationship
• Actively prospect daily into the customer base
• Evaluate, engage and expand sales requests with customers
• Manage and close complex sales cycles with key accounts while working in concert with Professional Services, Cloud Team, Direct Sales, Legal, Customer Support and Customer Success Departments
• Escalate significant opportunities as well as customer issues
• Create and rigorously update opportunities in our CRM
• Assist with managing and running marketing campaigns to nurture sales within the customer base
• Work with other departments to run customer enablement programs
• Perform other related duties as assigned

If this role excites you but you don't meet every requirement, we still encourage you to apply. At Prophix, curiosity, adaptability, and diverse perspectives matter. Your experience may be exactly what we need.

• Minimum 3-5 years’ of direct or customer selling experience in software sales, CPM or Fintech Software preferred
• A track record of achieving sales performance targets
• CRM experience as a user (ex: )
• Strong computer skills with advanced working knowledge of Microsoft Office Suite
• Working knowledge of CPM software is preferred
• Ability to work collaboratively with colleagues and staff to create a results-driven, team-oriented environment
• Deep understanding of on-premise and cloud business models
• Excellent communication and customer-facing skills, effective public speaking skills and presence and proven ability to work with our customers' senior management levels (ex: CFO, CIO, VP Finance, etc.)
• Comfort using AI tools responsibly to support tasks such as research, drafting, or data review
• Ability to learn new tools and adapt as technology evolves
• Curiosity and openness to exploring new approaches
• Collaborative mindset when working with teams and technology
• Must be legally entitled to work in the country where this role is located

• Academic or practical knowledge of Accounting and/or Financial concepts (i.e. planning, budgeting, forecasting, or consolidation) is preferred
• Very developed interpersonal communication and organizational skills and proven ability to communicate our value proposition
• Excellent negotiation skills
• Proven multi-tasking, time-management and problem-solving skills within complex environments
• Strong presentation skills
• Outstanding customer service skills
• Ability to track and manage to a quota target

• 30 days:
  You understand our tools, product, and people at a high level
• Within 90 days:
  You work independently on meaningful tasks, you've reached out to your customers in your territory, you've developed pipeline and have closed a few opportunities
• Within 6 months:
  You have a full understanding of the role and responsibilities. You are contributing significantly to pipeline generation and…