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Added 10 mins ago
MC
Financial Services Representative - Full Time - 5 Month Contract
Meridian Credit Union
Toronto, ON
- $50,000 to $53,000 CAD / year
- Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 10 mins ago
GG
Membership and Outreach Team Member
Gold's Gym - British Columbia
Vancouver, BC
- $18.25 CAD / hour
- Part-time
Gold's Gym BC is looking for an energetic, motivated, and results-driven Membership Sales Representative to join our team. If you're passionate about fitness, enjoy building relationships,…
Added 10 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 10 mins ago
UI
Inside Sales Specialist
UAP Inc.
Dryden, ON
- $56,100 to $70,100 CAD / year
- Full-time
Be part of a community of authentic, proud and trusted people
Added 25 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 25 mins ago
D
Personal Finance Advisor
Desjardins
Montreal, QC
- Full-time
Participate in outreach activities and represent the caisse in the community.
Added 25 mins ago
D
Personal Finance Advisor
Desjardins
Saint-Apollinaire, QC · Caisse Desjardins du Centre de Lotbinière
- Full-time
Participate in outreach activities and represent the caisse in the community
Added 25 mins ago
D
Personal Finance Advisor - Assigned Clientele
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins de la Région de Saint-Hyacinthe
- Full-time
Participate in outreach activities and represent the caisse in the community.
Added 39 mins ago
S
Registered Nurse, TB Clinics, Clinical Prevention Services - BC Centre for Disease Control
Sanya’k̓ula
Vancouver, BC
- Full-time
Step into a role where your day-to-day nursing care directly improves patient outcomes and protects community health across British Columbia. As a Registered Nurse with Tuberculosis…
Added 39 mins ago
SH
Health Care Aide - Certified
Southern Health-Santé Sud
MB · Vita, MB
- Full-time
Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 39 mins ago
H
Nurse B - Registered Nurse
HealthCareersInSask.ca
Kindersley, SK
- Full-time
Job Description: Reporting to the Primary Health Care (PHC) Manager, the Primary Health Care (PHC) Nurse is an integral member of the PHC team, providing and coordinating initial,…
Added 39 mins ago
H
Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
Department: LTC Nursing Unit - Eastridge 1 Community
Added 39 mins ago
H
Licensed Practical Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
Department: LTC Nursing Unit - Eastridge 2 Community
Added 54 mins ago
UI
Inside Sales Specialist
UAP Inc.
Dryden, ON
- $56,100 to $70,100 CAD / year
- Full-time
Be part of a community of authentic, proud and trusted people
Added 55 mins ago
H
Licensed Practical Nurse
HealthCareersInSask.ca
Regina, SK
- Full-time
Job Description: Promotes health and healing, and provides education as a member of the health care team to achieve optimum care for clients/patients/residents in all phases of health care.…
Added 55 mins ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Two (2) years recent community nursing experience/broad generalist background
Added 55 mins ago
H
Nurse B - Registered Nurse
HealthCareersInSask.ca
Biggar, SK
- Full-time
Job Description: Reporting to the Primary Health Care (PHC) Manager, the Primary Health Care (PHC) Nurse is an integral member of the PHC team, providing and coordinating initial,…
Added 55 mins ago
H
Addictions Counsellor Diploma
HealthCareersInSask.ca
Regina, SK
- Part-time
Knowledge of community resources in the addictions field.
Added 55 mins ago
H
Nurse B - Public Health Nurse
HealthCareersInSask.ca
Weyburn, SK
- Full-time
Facility: Weyburn Community Health Services Building
Added 55 mins ago
H
Addiction Counsellor
HealthCareersInSask.ca
Estevan, SK
- Full-time
…delivered through a combination of direct services, consultation, community resource development and education. Responsibilities include providing informational programming, individual and…
Added 55 mins ago
Rehabilitation Assistant - Rehabilitation and Supportive Care Services
Nova Scotia Health and IWK Health
Halifax, NS
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 55 mins ago
Manager - Violence Prevention, Intervention & Response Program
Nova Scotia Health and IWK Health
Halifax, NS
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 55 mins ago
Rehabilitation Assistant - Rehabilitation Services
Nova Scotia Health and IWK Health
Sydney, NS
Nova Scotia Health is the largest provider of health services in Nova Scotia, with some specialized services also offered to clients throughout Atlantic Canada. We’re on a mission to…
Added 55 mins ago
Youth Health Centre Coordinator - Public Health (Bilingual)
Nova Scotia Health and IWK Health
Antigonish, NS
…associated with the assigned school facility and its immediate community. The YHCC champions youth health, and health equity and facilitates youth engagement as a component of…
Added 55 mins ago
AC
Member Service Representative I (Full-Time, Permanent) Winkler
Access Credit Union
Winkler, MB
- Full-time
…is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit…

Prophix

Customer Success Representative

Toronto, ON, Canada
Etobicoke, ON, Canada

The total target compensation range for this role is $82,000 CAD to $90,000 CAD, in accordance with applicable pay transparency laws in Canada. · Full-time

Apply About employer

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Job details

Pay: The total target compensation range for this role is $82,000 CAD to $90,000 CAD, in accordance with applicable pay transparency laws in Canada.
Job type: Full-time
Apply by: Dec 4, 2026
Experience: Experience in Customer Success, Account Management, or another customer-facing SaaS role (typically 2 to 5 years), including managing a portfolio of accounts at the same time
Posting language: English
Posted: Nov 4, 2026

Original job description

See What You Can Do With Prophix

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.

As a Customer Success Representative, you own the relationship with an assigned book of customer accounts, with a focus on re-engaging customers whose adoption has slipped and bringing them back to real value from Prophix. You are accountable for retention and growth across your book, measured by Gross Retention Rate (GRR), Net Retention Rate (NRR), and steady, regular contact with every account.

You will partner with Sales, Professional Services, Product Adoption, Marketing, and Finance, advocating for your customers internally while running proactive, data-driven outreach that moves them toward their goals.

What You Will Do

Own your book

Act as the main point of contact for an assigned book of customer accounts, building trust through regular check-ins and responsive communication
Keep every account engaged, with no more than 60 days between meaningful touchpoints, and use health and renewal data to decide where your time goes first
Learn each customer's goals and use cases so you can tie the product to the outcomes they care about

Re-engage and retain

Reach out proactively to customers who are less engaged, and work out whether the issue is product fit or adoption before you decide how to respond
Build and run success plans that increase adoption and value realization, covering onboarding for new users, training and product adoption sessions, and advocacy programs, and flag where additional training or support would help
Run the defined plays and escalation processes for high-risk accounts, addressing customer concerns and objections to secure renewals
Drive each renewal through proactive engagement and by reinforcing the value the customer is getting from Prophix

Grow your accounts

Use customer health data, usage trends, and gap or needs analysis to identify upsell and cross-sell opportunities within your book
Qualify expansion leads and pass them to Sales

Partner across Prophix

Collaborate with Professional Services, Product Adoption, and Customer Sales teams to strengthen engagement and retention for your assigned customers
Advocate for your customers internally, sharing their feedback and insights with Product, Marketing, and Experience teams to inform improvements
Perform other related duties as required by the team

Requirements

What You Will Bring

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.

Required Qualifications

Post-secondary diploma or degree in business, finance, accounting, or a related field, or equivalent practical experience managing customer accounts in a SaaS or financial software environment
Experience in Customer Success, Account Management, or another customer-facing SaaS role (typically 2 to 5 years), including managing a portfolio of accounts at the same time
A track record of driving renewals and reducing churn, with the ability to speak specifically to the retention results you personally owned
Strong analytical skills, with the ability to read customer health data, usage trends, and renewal pipelines to drive insights and address process gaps
Strong communication and presentation skills, with the ability to adapt your tone to your audience and present confidently to senior stakeholders, including CFOs, VPs, and other finance leaders
Effective time management and strong organizational skills, with the ability to manage multiple clients concurrently and build systems that keep every account on track
A problem-solving approach that finds the root cause before acting, including telling product-fit issues apart from adoption issues
Ability to work independently and to collaborate with Sales, Professional Services, Product Adoption, and Marketing
Passion for Customer Success, with the persistence to keep re-engaging quiet customers over months
Comfort using AI tools responsibly to support tasks such as research, drafting, or data review, and the curiosity to keep learning new tools and approaches as technology evolves
Must be legally entitled to work in the country where this role is located

Preferred Qualifications

Academic or practical knowledge of Accounting and/or Financial concepts (i.e. planning, budgeting, forecasting, or consolidation) is preferred
Background in financial software, FP&A, ERP, or adjacent fintech or SaaS
Hands-on experience with customer success or CRM tools such as Gainsight, Salesforce, or ChurnZero
Experience building formal success plans with measurable milestones, or running gap or needs analysis to qualify expansion opportunities

What Success Looks Like

Within 30 days: You know Prophix's product, tools, and team, you have reviewed health and renewal dates across your book, and you have made first contact with your highest-priority accounts
Within 90 days: You run your book independently, with every account touched in the last 60 days, success plans in place for your lower-adoption customers, and proactive outreach underway on upcoming renewals
Within 6 months: You are moving retention and growth across your accounts, with expansion leads qualified and passed to Sales, and you are contributing ideas that improve how the team re-engages lower-adoption customers

Benefits

Why Join Prophix?

Prophix builds technology that helps organizations plan, forecast, and make better decisions through Prophix One™, our Financial Performance Platform. You'll work with colleagues and customers across multiple regions, contribute to a platform used by thousands of organizations, and help advance our AI-enabled capabilities that support smarter, more human-centered work. You'll also have opportunities to grow your skills, learn modern tools, and collaborate with leaders who value continuous improvement.

We offer flexibility depending on team needs and employee location, and our work is anchored in our values: Pursue Excellence, Build with Purpose, Create Wins for All, and Drive Continuous Innovation.

What's Included for You?

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, team activities, and opportunities to build community
Opportunities to participate in Environmental, Social, and Governance (ESG) initiatives
Quarterly Town Halls and Kickoffs that bring teams together to celebrate wins, share updates, and look ahead at what's next

Compensation

The total target compensation range for this role is $82,000 CAD to $90,000 CAD, in accordance with applicable pay transparency laws in Canada. Actual compensation will be determined based on factors such as skills, experience, location, and internal equity.

Apply Now!

If this feels like the right environment for you, we'd love to meet you and help you build your career as a Phixer!

Accessibility & AI Transparency

Prophix promotes an accessible hiring process. If you need accommodation at any stage, we'll work with you. Some interviews may be recorded so our hiring team can review and assess responses fairly and consistently. As part of our commitment to Responsible AI, we use a small number of AI-supported tools to help with tasks like resume review, shortlisting, or creating interview summaries. AI is never used as the sole basis for hiring decisions, and your personal data is never used to train AI models. If you'd prefer not to take part in any AI-assisted step, just let us know and we'll be happy to accommodate.

Apply About employer

More about this job

Responsibilities

Manage an assigned portfolio of customer accounts, maintaining regular contact, improving adoption, addressing at-risk accounts, and driving renewals and retention. Use customer health and usage data to identify expansion opportunities, qualify leads for Sales, and share customer feedback with internal teams.

Requirements

Requires a post-secondary diploma or degree in business, finance, accounting, or a related field, or equivalent practical experience, and typically 2–5 years in Customer Success, Account Management, or another customer-facing SaaS role. Candidates should demonstrate retention and renewal results, analytical and communication skills, strong organization, problem-solving ability, cross-functional collaboration, and comfort using AI tools responsibly.

Skills

Customer Success
Account Management
Customer Retention
Renewal Management
Churn Reduction
Customer Engagement
Customer Re-Engagement
Customer Adoption
Success Planning
Data Analysis
Customer Health Analysis
Upselling and Cross-Selling
Needs Analysis
Stakeholder Communication
Time Management
Responsible AI Tool Use

Benefits

Health Coverage
Dental Coverage
Vision Coverage
Mental Health Coverage
Parental Leave Top-Up
Annual Wellness Allowance
Paid Vacation
Paid Sick Time
Social Events and Team Activities
Environmental, Social, and Governance Initiatives
Quarterly Town Halls and Kickoffs

Visa sponsorship

Not detected in the job text

Keywords

Prophix One
Financial Performance Platform
Customer Success
SaaS
Financial Software
Account Management
Customer Retention
Gross Retention Rate
Net Retention Rate
Renewal Management
Churn Reduction
Customer Health Data
Usage Trends
Success Plans
Product Adoption
Onboarding
Customer Training
Upselling
Cross-Selling
Gap Analysis
Needs Analysis
Salesforce
Gainsight
ChurnZero
Accounting
Financial Planning and Analysis
Enterprise Resource Planning
Artificial Intelligence
Forecasting
Budgeting

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