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Prophix

CPM software for budgeting, planning, reporting

Customer Success Manager

Account ManagementConfirmed live in the last 24 hours
Full-timePerth WA, AustraliaNo salary listed

About the Job

Requirements

  • At least 5 years of experience in Customer Success, Account Management, or a related customer-facing role within SaaS or enterprise software.
  • Ability to build and sustain executive-level relationships, including with CFOs, VPs of Finance, and senior stakeholders, and lead strategic conversations at that level.
  • Strong analytical skills to interpret account data, identify trends, and translate insights into proactive actions that drive retention and growth.
  • Ability to manage a complex, high-volume book of business autonomously and with strong organizational discipline.
  • Communication and presentation skills to tailor messaging for executive audiences and deliver compelling business reviews.
  • Comfort using AI tools responsibly for research, drafting, and data review, and openness to adopting new tools as they evolve.
  • Ability to work collaboratively and effectively across all organizational levels.
  • Ability to learn new tools and adapt as technology and workflows evolve.
  • Motivation to remain curious, consider new approaches, and continuously improve.
  • Must have the right to work in Australia without sponsorship.

Responsibilities

  • Own a portfolio of strategic accounts end-to-end, serving as the primary contact and trusted advisor to finance leaders, including CFOs, VPs of Finance, and senior stakeholders.
  • Build and execute tailored success plans to drive product adoption, value realization, and customer maturity, including executive business reviews, enablement programs, and adoption roadmaps.
  • Lead the full renewal cycle for the assigned book of business, including identifying risks, conducting commercial conversations, and aligning executives to protect and grow annual recurring revenue.
  • Partner with Professional Services, Product Adoption, Customer Sales, and Product teams to resolve escalations, improve account health, and surface expansion opportunities.
  • Identify account growth opportunities and collaborate with Customer Sales to qualify and pursue them.
  • Represent the customer internally by translating account insights into actionable feedback for Product, Marketing, and leadership to inform roadmap and experience decisions.
  • Gather and synthesize customer intelligence to support forecasting accuracy, quarterly business review preparation, and broader Customer Success team strategy.

Desired Qualifications

  • Knowledge of accounting and financial concepts, including planning, budgeting, forecasting, or consolidation.
  • Experience working with corporate performance management, enterprise performance management, or financial planning and analysis software.
  • Familiarity with platforms such as Prophix, Anaplan, Vena, Planful, or OneStream.
  • Experience navigating complex commercial negotiations and executive escalations in renewal or expansion contexts.
  • Background working with mid-market or enterprise finance teams and understanding how finance leaders evaluate and measure technology value.

About the Company

Prophix

CPM software for budgeting, planning, reporting

Prophix provides Corporate Performance Management (CPM) software tailored for mid-market companies. It helps finance teams plan, budget, forecast, and report on financial performance using a cloud-based platform. The product suite is designed to support the CFO’s office with focused, end-to-end financial planning and reporting workflows, delivered through a cloud solution since 2010 (previously on-premises). The company differentiates itself by concentrating on the specific needs of mid-market finance teams and by prioritizing cloud delivery and evolving its product through partnerships and international expansion. Prophix aims to grow its global footprint, expand product development, and provide a scalable, secure CPM tool that helps organizations manage performance more effectively.”} 论} 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

Company size
501-1,000
Company stage
Debt Financing
Total funding
$7.3M
Headquarters
Mississauga, Canada
Founded
1987

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