Senior Customer Account Manager

Prophix

. Own and grow a portfolio of existing Prophix accounts .

Posted 9/19/2026full-timeEtobicoke • CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex B2B sales cycles, particularly in the FinTech SaaS domain, with a strong focus on financial planning and analysis. Proficient in utilizing CRM tools like Salesforce for pipeline management and forecasting while leveraging AI tools for enhanced customer engagement.

Highest-signal resume keywords

Quota-Carrying Software Sales ExperienceCPM Software KnowledgeSalesforce CRM FluencyCloud Migration ConversationsExecutive Presence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

B2B Sales Cycle ManagementFinancial Planning SoftwareForecastingPipeline ManagementNegotiation SkillsAccount ReconciliationFinancial ConsolidationBudgetingSaaS Delivery ModelsAI Tool Utilization

Soft Skills

Collaborative MindsetCuriosityOpenness to New Approaches

Tools & Technologies

SalesforceProphix AI-Enabled Tools

Industry Keywords

CPMFP&AFinancial TransformationAudit ReadinessMulti-Entity Consolidation

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

3-5+ years of quota-carrying software sales or customer expansion sales experience, with a track record of hitting target
Experience in CPM, FP&A, financial planning software, or adjacent FinTech SaaS
Proven ability to manage complex, multi-stakeholder B2B sales cycles from discovery through legal and close
Executive presence with the ability to run strategic conversations with CFOs or Controllers
CRM fluency, ideally Salesforce, for active pipeline management, forecasting, and opportunity hygiene
Deep understanding of on-premise and SaaS/cloud software delivery models
Comfortable running cloud migration conversations
Comfort using AI tools responsibly for research, account preparation, 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
Direct sales experience at a CPM or FP&A software company or comparable financial performance platform (preferred)
Working knowledge of financial planning, budgeting, forecasting, consolidation, or close management workflows (preferred)
Experience with Account Reconciliation or Financial Consolidation use cases (preferred)
Outstanding negotiation skills and a track record of protecting deal value under procurement pressure (preferred)
Familiarity with financial close, audit readiness, or multi-entity consolidation challenges (preferred)

Benefits

Comp & perks

Comprehensive health, dental, vision, and mental-health coverage
Retirement savings with employer contributions
Parental leave top-up
Annual wellness allowance
Generous paid time off including vacation and sick time
Social events and team activities
Opportunities to build community
Opportunities to participate in Environmental, Social, and Governance (ESG) initiatives
Quarterly Town Halls and Kickoffs
Flexibility depending on team needs and employee location
Opportunities to grow skills and learn modern tools
Collaboration with leaders who value continuous improvement