Prophix

Sales

• Execute the complete SMB sales cycle, from initial contact to closing within 30 days
• Conduct ROI-focused product demonstrations for financial decision-makers
• Manage a high volume of simultaneous opportunities in the sales pipeline
• Conduct structured follow-ups with a sense of urgency
• Actively prospect via LinkedIn, phone, and email
• Quickly qualify inbound leads using BANT and simplified MEDDPICC criteria
• Record 100% of activities in the CRM within 24 hours
• Participate in prospecting cadences with the Sales Specialists team
• Master the pitch and demonstration of Prophix One™'s core features for SMBs
• Stay up to date on the CPM/FP&A market and key competitors
• Share market feedback with the Product and Marketing teams

Junior Sales Representative

Implementation Specialist

• Lead end-to-end delivery of medium to large, complex Prophix One FP&A and CPM implementations
• Run discovery sessions and solution design workshops independently
• Translate complex client requirements into scalable Prophix configurations
• Own engagement quality, timelines, and commercial outcomes from pre-kickoff scoping through post-go-live hypercare
• Manage multiple concurrent complex client projects
• Balance timelines, risks, dependencies, and client expectations while proactively managing scope
• Serve as an escalation point for delivery, scope, technical, and stakeholder issues
• Build trusted-advisor relationships with CFOs, VPs of Finance, Controllers, and other senior client stakeholders
• Lead client training, workshops, and knowledge-transfer sessions
• Communicate project health, risks, and strategic decisions to client leadership
• Mentor Consultant-level colleagues and act as a subject matter expert
• Lead and contribute to internal methodology, tooling, and best-practice initiatives across the North America region
• Contribute to pre-sales scoping, effort estimation, and solution demonstrations
• Embed AI-assisted workflows into delivery practice to improve efficiency and output quality

Senior Implementation Consultant

• Own delivery of small-to-medium Prophix One™ implementations from kickoff to go-live as the client’s primary point of contact
• Lead project management, solution design, and configuration across concurrent client engagements
• Build and maintain project plans and status reporting in tools such as Monday.com
• Keep active projects on track and flag risks proactively
• Translate client requirements into Prophix One™ configurations, financial models, and reports
• Deliver hands-on product training for client teams
• Partner with Solution Engineering and Support to troubleshoot and resolve technical issues
• Build trust with client stakeholders and connect business goals to implementation approaches
• Communicate proactively about project status and next steps
• Identify scope, timeline, and risk issues before they affect customer experience
• Identify opportunities for additional phases or services within existing accounts
• Use open capacity for internal builds, documentation, process improvement, and teammate support
• Maintain accurate records in Prophix, Monday.com, and Odyssey for status, forecasting, and utilization reporting
• Use approved AI tools for research, drafting, and data review
• Report to the Manager, Services

Implementation Consultant

Manager

• Lead a team of Consultants and Solution Architects delivering Prophix One implementations across North America
• Own end-to-end delivery across a portfolio of CPM/FP&A implementation and migration engagements
• Oversee active projects, weekly status calls, project-plan progress, blockers, milestones, and delivery timelines
• Drive consistent use of project planning and delivery management tools
• Maintain delivery quality, margin, and client satisfaction metrics
• Serve as senior escalation point for engagement risks, scope challenges, and client issues
• Collaborate with Project Managers and Solutions Architects on scoping, resourcing, and execution
• Evolve delivery methodology, tooling, and process standards for the North American Professional Services organization
• Hire, onboard, develop, and retain Professional Services consultants
• Conduct 1:1s, performance reviews, and career development conversations
• Coach team members on delivery quality, client communication, and technical problem-solving
• Collaborate on capacity planning, resource allocation, and cross-regional alignment
• Build trusted-advisor relationships with CFOs, controllers, and FP&A leaders
• Partner with Sales, Customer Success, and Support on handoffs and client experience
• Represent Professional Services in pre-sales conversations and provide delivery and scoping input

Manager, Services

Customer Success Manager

• Lead a global Customer Success team across regions and product lines
• Own and drive Gross Revenue Retention (GRR), Net Revenue Retention (NRR), and customer health score targets
• Report progress and insights to executive leadership
• Develop and execute global, cross-product customer success strategies
• Serve as a senior-level partner to customers post-implementation
• Drive customer loyalty and adoption through scalable programs, playbooks, and processes
• Support the end-to-end renewal process, including approvals, deal strategies, and team coaching
• Leverage tools, technologies, AI-powered solutions, customer management platforms, and data-driven strategies
• Partner with Product, Product Adoption, Professional Services, Sales, and Revenue Operations
• Strategize on growth opportunities with the customer sales team and support joint customer on-sites and strategic meetings
• Coach managers and team leads, enable career growth, and build organizational depth
• Establish and track GRR, NRR, health scores, NPS, and adoption metrics
• Manage customer escalations and sponsor strategic accounts
• Identify portfolio risks, trends, and opportunities and drive continuous improvement

Director, Customer Success

Solutions Engineer

• Elicit, analyze, and translate client business requirements into detailed Prophix One system designs and supporting documentation
• Coach and mentor delivery consultants throughout project execution
• Conduct design reviews and model audits on active implementations
• Maintain and evolve implementation methodology, design standards, and a shared knowledge base
• Act as a customer advocate to Product Management by surfacing field insights, capability gaps, and emerging customer needs
• Partner with Sales Engineers on proof-of-concept builds and pre-sales technical analysis
• Contribute vertical industry knowledge and functional specification input to Sales and Marketing
• Manage multiple concurrent client engagements and internal initiatives while balancing delivery quality, stakeholder expectations, and project timelines

Solutions Architect

Account Manager

• Build and execute a territory sales plan to drive partner pipeline growth and meet quarterly and annual revenue targets
• Recruit, onboard, and develop Referral, Reseller, and ISV partners
• Create individual partner plans aligned with Prophix’s North American channel strategy
• Develop relationships within partner accounts and support partners through sales cycles from first engagement through close
• Serve as primary point of contact for partners and articulate Prophix’s value proposition to stakeholders, clients, and prospects
• Collaborate with Field Marketing on partner campaigns, lead generation events, sales education programs, and adoption initiatives
• Represent Prophix at conferences, tradeshows, and partner events
• Coordinate with Prophix Academy, Finance, Direct Sales, and Customer Support to provide partner resources and support
• Maintain accurate forecasting, pipeline reporting, and records in Prophix systems
• Contribute to partner-led pipeline and revenue growth for the North American Strategic Alliances & Partnerships team

Partner Account Manager

• Design, develop, test, deploy, maintain, and enhance data connections using integration best practices
• Manage individual project priorities, deadlines, and deliverables
• Provide day-to-day support and technical expertise to engineers, project owners, and stakeholders
• Provide strategy, architecture, design, and automation options to improve efficiency and simplify integration across platforms
• Represent the integration team to IT and the business
• Mentor other team members
• Build real-time interfaces between systems
• Design and build reliable processes
• Participate in developing integration strategy, architecture, and organizational frameworks
• Create and enforce programming standards and techniques across the organization
• Connect Prophix’s cloud environment to customer environments
• Integrate, explore, and optimize customer data
• Help customers transition from on-premises environments to cloud-based systems
• Collaborate with technical and business stakeholders to deliver secure, scalable, and efficient data flows

Data Integration Engineer

• Own and grow a portfolio of existing Prophix accounts
• Drive net-new expansion ARR through additional modules, user license expansion, and cloud migration opportunities
• Run full sales cycles from discovery to close
• Coordinate with Professional Services, Cloud, Legal, and Customer Success teams
• Maintain at least 2.2× pipeline coverage across the territory
• Achieve at least 90% forecast accuracy by week 5 of each quarter
• Escalate strategic opportunities and proactively manage at-risk accounts
• Establish relationships with CFOs, Controllers, VPs of Finance, and CIOs
• Lead executive business reviews tied to customers’ financial transformation priorities
• Re-engage disengaged or at-risk executive sponsors
• Maintain accurate pipeline, forecasting, and opportunity data in Salesforce
• Partner with Customer Success Managers and Marketing on customer enablement and nurture programs
• Use Prophix’s AI-enabled tools and personal AI workflows for research, drafting, and preparation

Senior Customer Account Manager

Business Development Rep

• Conduct high-volume outbound prospecting via phone, email, and LinkedIn
• Engage key decision-makers within mid-market and enterprise target accounts
• Research and analyze prospect accounts
• Craft personalized, insight-driven outreach
• Qualify potential customers against Prophix's ideal customer profile
• Secure high-quality meetings for the sales team
• Partner with Marketing on demand generation campaigns and consistent cross-channel messaging
• Maintain accurate prospect interaction and pipeline records in Salesforce CRM
• Analyze prospecting performance metrics
• Refine tactics to improve conversion rates and meeting quality
• Participate in sales training and coaching programs
• Stay current on Prophix product capabilities, industry trends, and the competitive landscape
• Position Prophix solutions with confidence and credibility
• Collaborate with Sales, Marketing, and Revenue Operations to support go-to-market initiatives

Business Development Representative

• Lead delivery of high-quality CPM and FP&A implementations across Prophix’s growing EMEA client base
• Oversee active implementation engagements, join weekly status calls, track project plans, remove blockers, and ensure timelines and quality standards
• Lead and develop a team of Professional Services consultants through 1:1s, performance reviews, and targeted coaching
• Act as senior escalation point for engagement risks, scope challenges, and client issues
• Partner with Sales, Customer Success, and Solutions Architecture on pre-sales scoping, effort estimates, and client handoffs
• Drive adoption of project planning tools for portfolio visibility, capacity forecasting, and data-informed resourcing
• Lead continuous improvement of delivery methodology, including AI-assisted workflows
• Share regional insights and help shape scalable Professional Services delivery practices for EMEA
• Report to the Director, Professional Services

Graphics Designer

• Create and optimize creative assets for paid advertising (Meta Ads, Google Ads, LinkedIn Ads)
• Develop and edit interfaces, landing pages, and prototypes using Replit and Lovable
• Update and maintain pages in WordPress and the global company's proprietary website tools
• Work on digital design projects with continuous demand and tight deadlines
• Collaborate with global teams in English, including meetings, briefings, and deliverables
• Edit videos and other formats as needed
• Manage requests through Jira, keeping tasks organized and visible

Mid-Level Graphic Designer

Pre-sales Engineer

• Lead and individually develop a team of 9–10 people (SDRs and BDRs) through structured 1:1s, continuous coaching, and development plans
• Structure and optimize cadences for inbound (MQL → SQL), outbound (active ABM/enterprise prospecting), and customer-base expansion
• Ensure consistency and quality in SQL generation, focusing on the mid-market and enterprise ICP
• Monitor pre-sales funnel metrics and present results weekly to leadership in Brazil and to the Canada-based team in English
• Conduct pipeline reviews, call reviews, and role-plays
• Ensure qualification according to the BANT framework and handoff of SQLs to AEs
• Train the team on product pain points and ICP
• Operate and continuously improve Pipedrive, Apollo, Driva, and Zenvia
• Create playbooks, scripts, and repeatable processes, including customer-base expansion
• Work with Marketing to align ICP, campaigns, and ABM strategies
• Represent the Brazil operation in global demand generation meetings
• Communicate pipeline performance, campaign context, and LATAM market intelligence to leadership in Canada
• Attend events and in-person meetings with strategic customers and prospects
• Report to the Head of Marketing and Pre-Sales (LATAM)

Junior Sales Representative

Senior Implementation Consultant

Implementation Consultant

Manager, Services

Director, Customer Success

Solutions Architect

Partner Account Manager

Data Integration Engineer

Senior Customer Account Manager

Business Development Representative

Manager, Services

Mid-Level Graphic Designer

Pre-Sales and Demand Generation Manager