Customer Account Representative

Prophix; Toronto; On-site; CAD 45,000 - 65,000; Full time

Job summary

Join a leading company in financial performance management as a Customer Account Representative. You will support account managers in expanding customer relationships, managing small-scale expansions, and developing commercial skills. The ideal candidate has experience in customer-facing roles and a strong desire to learn and grow in a dynamic environment.

Benefits

Highly competitive compensation

Vacation and benefits packages

Charitable activities and CSR initiatives

Qualifications

• 1–3 years in a customer-facing role (BDR, SDR, CSM, etc.).
• Familiarity with Salesforce and modern RevTech tools is a plus.
• Driven by customer value and motivated by growth.

Responsibilities

• Support Customer Account Managers in expanding customer relationships.
• Own and close smaller-scale expansion plays.
• Prospect for new contacts and identify cross-sell opportunities.

Skills

Strong written and verbal communication

Organized and detail-oriented

Coachable and curious

Education

Bachelor's degree in Business, Finance, or related field

Tools

Salesforce

Outreach

Gong

LinkedIn Sales Navigator

Job description

Prophix is a fast-growing global leader in financial performance management. Ambitious finance teams use Prophix One , our Financial Performance Platform, to improve the speed and accuracy of their decision-making with a harmonized user experience, stepping confidently into the next generation of finance.

Headquartered in Etobicoke, Ontario with offices in 16 cities, we work with a global network of partners across North America, South America, the UK, Europe, and Asia to serve thousands of finance leaders across nearly one hundred countries. Learn more about our offices here .

As a Customer Account Representative (CAR), you’ll support our Customer Account Managers (CAMs) in expanding existing customer relationships. You’ll run light-touch, value-driven plays—like account reconciliation packages, simple add-ons, and upgrade path conversations—while learning how to drive larger strategic expansions. It’s an ideal next step for high-potential BDRs or CSMs ready to sharpen their commercial skills and grow into a quota-carrying CAM role.

What You Will Do

• Own and close smaller-scale expansion plays—simple user pack upgrades, basic add-on modules, and pre-scoped account reconciliation packages.
• Support CAMs with account planning, pipeline hygiene, proposal generation, and meeting prep for key customer conversations.
• Prospect inside the base to identify new contacts, usage gaps, or cross-sell opportunities using Salesforce, Outreach, Gong, and LinkedIn Sales Navigator.
• Partner with Customer Success to surface expansion-ready accounts and ensure smooth handoffs when value-add offers are made.
• Build commercial fluency by shadowing full-cycle sales calls, helping develop proposals, and tracking performance metrics.
• Contribute to forecast accuracy by maintaining clean opportunity data, close dates, and next steps in Salesforce.
• Act as a product champion—develop a working knowledge of Prophix solutions and how they align to common finance challenges.

What You Will Bring

To succeed in this role, you will need a combination of experience, technology skills, personal qualities, and education.

Required Qualifications

• 1–3 years of experience in a customer-facing role (BDR, SDR, CSM, Account Coordinator, etc.)
• Strong written and verbal communication skills; able to confidently engage finance users and buyers.
• Coachable, curious, and eager to learn value-based selling and commercial best practices.
• Organized and detail-oriented with strong time management skills.
• Familiarity with Salesforce and modern RevTech tools (Gong, Outreach, Sales Nav) is a plus.
• Driven by customer value and motivated by growth—yours and theirs.
• Must be legally entitled to work in the country where the role is located. Must be able to travel to the United States, Canada and/or internationally, and have a valid passport.

Preferred Qualifications

• Experience working with finance buyers or in a SaaS/software environment.
• Bachelor’s degree in Business, Finance, or a related field.

A solid foundation - and a bright future

Prophix has been a pioneer in finance technology for 35 years and counting. And to further our mission and vision, we’re proud to work with our investors, Hg Capital, to grow our business and expand our market share.

Community, culture, and purpose

Phixers (the extraordinary team at Prophix) pursue excellence by creating wins for all, driving continuous innovation, and building purposeful solutions for our customers and partners.

We reward hard work, but we also know that life outside of work is vital. That’s why we provide highly competitive compensation, vacation, and benefits packages, and encourage you to get involved in our many charitable, sports, or knowledge clubs and seasonal celebrations.

Through our Corporate Social Responsibility (CSR) program, we aim to create a lasting impact on the global community with meaningful programs and initiatives. Participate in fundraising activities and get paid to volunteer for causes that matter to you. Our CSR committee also collaborates with local and international charities to donate $50,000 to deserving projects each quarter we meet our profit goals.

Apply now!

Prophix promotes a diverse, inclusive, and accessible workplace. If you feel like you are a great fit for this role, please apply. While we can’t guarantee an interview, we will consider the full breadth of your experience and background.

At Prophix, we are committed to creating a working environment that is barrier-free. Please advise our Recruitment team if you require reasonable accommodation during the interview and assessment process, and we will work with you to meet your needs.