Global Customer Success Partner (Finance SaaS)

Cross Border Talents; Almada; Hybrid; EUR 38,000 - 52,000; Full time

Benefits offered by this job

Hybrid work setup

Professional development support

ESG initiatives

Team events

Job summary

Prophix is seeking a Customer Success Representative to manage a portfolio of customers, drive adoption, and protect renewal opportunities. You will partner with Professional Services, Product Adoption, and Marketing to deliver seamless, high-impact experiences for each client.

You will engage with senior finance stakeholders, craft tailored success plans, and monitor health signals to maximize value realization and retention across regions.

Qualifications

• Experience in a customer-facing role (e.g., Customer Success, Account Management) with multiple accounts.
• Strong ability to interpret data, identify trends, and translate insights into actions.
• Excellent written and verbal communication in English and French; ability to communicate with senior stakeholders.

Responsibilities

• Serve as primary point of contact for assigned customer accounts and build trust through proactive communication.
• Develop and execute success plans to drive adoption and value realization, including onboarding and training.
• Monitor customer health signals, re-engage at-risk accounts, and lead renewal conversations.
• Collaborate with cross-functional teams to ensure cohesive customer experience and influence roadmap.

Skills

Customer facing

Analytical skills

English & French

Stakeholder communication

AI tools familiarity

Tools

CRM systems

Job description

Prophix is seeking a Customer Success Representative to manage a portfolio of customers, drive adoption, and protect renewal opportunities. You will partner with Professional Services, Product Adoption, and Marketing to deliver seamless, high-impact experiences for each client.

You will engage with senior finance stakeholders, craft tailored success plans, and monitor health signals to maximize value realization and retention across regions.