Prophix Software Inc
Jobs at Prophix Software Inc
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Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Own a portfolio of SaaS customer accounts, re-engage low-adoption customers, drive retention and renewals, identify expansion opportunities, and advocate for customers internally. Build success plans, analyze health and usage data, conduct proactive outreach, coordinate with Sales and service teams, and present value to senior finance stakeholders. The role requires managing multiple accounts, reducing churn, and qualifying upsell or cross-sell opportunities.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Designs, develops, tests, and maintains data integrations connecting customer cloud and on-premises systems to the Prophix platform. Builds reusable APIs and real-time interfaces, contributes to integration architecture and strategy, automates reliable data processes, and supports stakeholders and engineers. The role also involves project management, technical leadership, mentoring, enforcing integration standards, and helping customers transition to secure, scalable cloud-based data environments.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Leads Prophix’s data integration function, managing Integration Consultants and Engineers responsible for ETL solutions, source-system connections, data transformations, modeling, and post-launch maintenance. Sets technical standards, oversees code ownership, defects, SDLC practices, certification, AI coding-tool adoption, KPIs, and resource allocation. Partners with Product, Engineering, Customer Success, and Sales to resolve integration challenges, influence product improvements, support customers, and improve renewal readiness.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Own and administer Prophix’s Microsoft 365 tenant across Entra ID, Intune, Teams, SharePoint, OneDrive, and Exchange. Manage identity, access, endpoint security, governance, migrations, licensing, automation, incident escalation, and audit readiness. Build PowerShell and Graph automations, maintain runbooks, track compliance and vulnerabilities, support ISO, SOC II, and HITRUST assessments, and coordinate changes through ServiceNow.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Lead end-to-end Prophix One FP&A and CPM implementations for enterprise finance clients, from discovery and solution design through configuration, training, go-live, and hypercare. Manage multiple complex engagements, timelines, risks, scope, and commercial outcomes while advising CFO- and VP-level stakeholders. Serve as an escalation point, mentor consultants, support presales, improve delivery methodologies, and embed AI-assisted workflows.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Leads North American Professional Services consultants and Solution Architects delivering Prophix One implementations and migrations. Oversees project timelines, scope, quality, margins, risks, client satisfaction, capacity planning, and delivery standards. Hires, coaches, and develops team members while serving as a senior escalation point. Partners with Sales, Customer Success, Support, and leadership on client engagements, scoping, handoffs, and portfolio health. The hybrid role requires finance software implementation experience, project management expertise, AI workflow adoption, and occasional client travel.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Own end-to-end implementations of Prophix One for small-to-medium clients, including project management, solution design, platform configuration, financial modeling, reporting, training, troubleshooting, and go-live support. Build client relationships, manage risks and timelines, maintain project systems, and identify expansion opportunities. The role requires financial acumen, GAAP knowledge, strong communication, organizational skills, and comfort presenting to senior finance leaders. Travel within North America and internationally may be required.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Designs Prophix One solutions by translating client requirements into technical system designs. Coaches consultants, conducts design reviews and model audits, maintains implementation standards, advocates for customer needs with Product Management, supports pre-sales proofs of concept, and contributes finance expertise to Sales and Marketing. The role manages concurrent client engagements while improving delivery methodology and team capabilities.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Own expansion revenue across existing Prophix accounts by identifying opportunities for new modules, additional users, cloud migrations, and deeper executive engagement. Manage full B2B sales cycles, maintain pipeline coverage and forecast accuracy, build relationships with CFOs and finance leaders, conduct executive business reviews, and collaborate with Customer Success, Professional Services, Marketing, Legal, and Cloud teams to close expansion deals.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Lead a global Customer Success organization responsible for retention, growth, customer health, adoption, renewals, and strategic account relationships. Build scalable cross-product strategies, playbooks, processes, and metrics while coaching managers and developing organizational depth. Partner with Product, Sales, Professional Services, and Revenue Operations to improve customer outcomes and commercial performance. Report portfolio insights to executives, manage escalations, support expansion opportunities, and leverage AI, customer platforms, and data-driven programs.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Conduct high-volume outbound prospecting through phone, email, and LinkedIn; research accounts, personalize outreach, qualify prospects, and secure sales meetings. Maintain Salesforce records, analyze performance metrics, collaborate with Sales, Marketing, and Revenue Operations, participate in training, and stay informed about product capabilities, industry trends, and competitors. This role supports pipeline growth and offers an opportunity to build a career in B2B SaaS sales.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Sell Prophix One CPM software to mid-market accounts across a defined territory. Manage full sales cycle, cross-sell, qualify leads, collaborate with presales and services, maintain client relationships, and meet territory revenue goals.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Design, build, and ship production-grade distributed features within cross-functional agile teams. Contribute to architecture, prototype solutions, write automated tests, debug and profile distributed systems, resolve defects, coordinate technical dependencies, perform code reviews, and share knowledge to improve product quality and team practices.
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Design, build, and maintain modular .NET features for an FP&A platform. Implement data access against Aurora Serverless, build event-driven integrations, apply module-based authorization, write automated unit and integration tests, troubleshoot production issues, participate in code reviews and cross-module architecture, and coordinate technical dependencies in a domain-driven modular-monolith.
