Director, Customer Success

Posted 6 Days Ago
Be an Early Applicant
Etobicoke, ON, CAN
Hybrid
175K-200K Annually
Senior level
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Prophix empowers businesses to plan smarter, work better, and create lasting impact.
The Role
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.
Summary Generated by Built In

See what you can do with Prophix

At Prophix, we’re building the platform that helps finance teams stop managing spreadsheets and start driving strategy. Prophix One™ brings planning, reporting, consolidation, and automation together in a single place, and we are expanding its AI capabilities faster than ever. If you want to work on a product that genuinely changes how finance teams operate, and do it alongside people who care about getting it right, this is where you want to be.

We’re headquartered in the Greater Toronto Area, with teams and offices across North America, Europe, and Australia. Trusted by more than 3,000 finance teams across 100+ countries, Prophix One™ is built for organisations that want to plan smarter and move faster.

As Director, Customer Success, you will lead a high-performing CS team focused on helping Prophix customers unlock measurable value from their solutions. Reporting to the VP, Customer Success, you will own retention and growth outcomes across the full customer portfolio while serving as a trusted partner to senior leaders internally and externally. Your leadership will directly shape how Prophix scales its customer success function, builds lasting customer relationships, and drives commercial results across regions and product lines.

What You Will Do

· Lead a global Customer Success team, managing CS managers, team leads, and CSMs across region(s) and product lines, with accountability for team performance, development, and succession planning.

· Own and drive Gross Revenue Retention (GRR), Net Revenue Retention (NRR), and customer health score targets across the full portfolio, reporting progress and insights to executive leadership.

· Develop and execute global, cross-product customer success strategies that scale across segments, regions, and Prophix's evolving product suite.

· Serve as a senior-level partner to customers post-implementation, ensuring positive experiences and holding the team accountable to retention, satisfaction, and engagement targets.

· Drive customer loyalty and adoption by building scalable programs, playbooks, and processes that enable consistent execution across a distributed team.

· Support the end-to-end renewal process, including approvals, deal strategies and team coaching.

· Work closely with other teams to drive operational efficiency and an elevated customer experience by leveraging tools, technologies, and data-driven strategies — including AI-powered solutions and customer management platforms — to enable the team to work smarter and engage customers more proactively at scale.

· Partner cross-functionally with Product, Product Adoption, Professional Services, Sales, and Revenue Operations to strengthen the customer journey and align on shared commercial outcomes.

· Work closely with the customer sales team to strategize on growth opportunities, support joint customer on sites and strategic meetings, and coordinate joint enablement initiatives.

· Lead and develop a high-performing, people-first team — coaching managers and team leads, enabling career growth, and building organizational depth.

· Establish and track key performance metrics — including GRR, NRR, health scores, NPS, and adoption — with regular reporting to senior leadership.

· Manage customer escalations and serve as a sponsor for strategic accounts.

· Identify risks, trends, and opportunities across the global portfolio, driving continuous improvement and proactively addressing challenges before they impact retention.


Requirements

What You Will Bring

We hire for potential as much as experience. If this role excites you but you don’t check every box, we still want to hear from you. At Prophix, people who ask good questions, adapt quickly, and bring a fresh perspective often make the biggest impact.

Required Qualifications

· 7+ years of progressively senior leadership experience in Customer Success, Customer Support, or Client Engagement within a SaaS or technology company, including direct experience managing managers or team leads.

· Demonstrated ownership of GRR, NRR, and customer health metrics, with a proven track record of meeting or exceeding commercial retention targets.

· Experience building and executing global or multi-regional customer success strategies across multiple products or customer segments.

· Strong people leadership background, including coaching, performance management, and organizational development at a managerial level.

· Proven cross-functional collaboration with Product, Professional Services, and Sales teams to deliver customer value and influence the customer journey.

· Strong financial, analytical, and operational skills, with hands-on experience in renewal management and forecasting.

· Exceptional communication and executive relationship management skills, with demonstrated ability to partner effectively with C-suite stakeholders and customer leadership.

· Strong problem-solving and project management capabilities in complex, fast-paced, global environments.

· Must be legally entitled to work in Canada and able to travel to the United States, Canada, and/or internationally with a valid passport.

· Comfortable using AI tools responsibly to support tasks such as research, drafting, and data review

· Able to learn new tools and adapt as technology and workflows evolve.

· Curious, open to new approaches, and motivated to continuously improve.

· Collaborative mindset when working across teams and with AI supported tooling.

Preferred Qualifications

· Experience in Corporate Performance Management (CPM), Business Intelligence (BI), or SaaS software markets.

· Familiarity with customer support analytics, CRM tools, and customer success platforms.

· Bilingualism in English and French, or proficiency in additional languages, is considered an asset.

· Exposure to AI-powered customer engagement tools and data-driven success program design.

· Experience operating within a high-growth, multi-product SaaS environment with globally distributed teams.

What Success Looks Like

30 days: You know our platform, our customers, and how your team operates. You’ve completed onboarding and are contributing to live work.

90 days: You’re working independently, owning deliverables end to end, and building relationships across functions and regions.

6 months: Your fingerprints are on something real. You’ve improved a process, shipped something meaningful, or earned a seat at the table on a decision that matters.


Benefits

Why Join Prophix?

Prophix is headquartered in the GTA, so joining our team puts you close to where decisions are made, strategy is set, and careers are built. You’ll collaborate across North America, Europe, and Australia, developing breadth you simply can’t get at a single market company. Our people move across functions, work directly with customers in different industries, and take on meaningful challenges early.  We’re a company that competes on talent. That means we invest in the people who show up curious, move fast, and want to leave things better than they found them. Our values are Pursue Excellence, Build with Purpose, Create Wins for All, and Drive Continuous Innovation, and they guide how we actually make decisions.   

 Compensation

The total target compensation for this role is $175,000 CAD to $200,000 CAD, in accordance with applicable pay transparency laws. Actual compensation will be determined based on factors such as skills, experience, location, and internal equity. 

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

Education assistance and tuition reimbursement

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

Apply Now!

If you’re looking for a place where your work touches real products, real customers, and real decisions, and where your career can grow in the direction you choose. We would love to meet you. Apply and let’s talk about what’s possible. 

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

Skills Required

  • 7+ years of progressively senior leadership experience in Customer Success, Customer Support, or Client Engagement within a SaaS or technology company
  • Direct experience managing managers or team leads
  • Ownership of GRR, NRR, and customer health metrics with a record of meeting or exceeding retention targets
  • Experience building and executing global or multi-regional Customer Success strategies across products or customer segments
  • Strong people leadership experience, including coaching, performance management, and organizational development
  • Cross-functional collaboration with Product, Professional Services, and Sales teams
  • Strong financial, analytical, and operational skills, including renewal management and forecasting
  • Exceptional communication and executive relationship management skills
  • Strong problem-solving and project management capabilities in complex, global environments
  • Legally entitled to work in Canada
  • Able to travel to the United States, Canada, and/or internationally with a valid passport
  • Comfort using AI tools responsibly for research, drafting, and data review
  • Ability to learn new tools and adapt as technology and workflows evolve
  • Experience in Corporate Performance Management, Business Intelligence, or SaaS software markets
  • Familiarity with customer support analytics, CRM tools, and customer success platforms
  • Bilingualism in English and French or proficiency in additional languages
  • Exposure to AI-powered customer engagement tools and data-driven success program design
  • Experience in a high-growth, multi-product SaaS environment with globally distributed teams

Prophix Software Inc Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Prophix Software Inc and has not been reviewed or approved by Prophix Software Inc.

  • Leave & Time Off Breadth Time off includes vacation, paid sick time, an additional paid company shutdown week, and paid volunteer time. Feedback suggests this breadth meaningfully supports work-life balance and overall package satisfaction.
  • Healthcare Strength Coverage spans medical and dental with vision in applicable regions, plus disability, life insurance, and an EAP across major geographies. Company materials indicate a comprehensive core that varies by country while maintaining strong essentials.
  • Retirement Support Company-matched retirement programs are offered in multiple regions (e.g., US, Canada, UK). Feedback suggests these matches enhance total compensation beyond base salary.

Prophix Software Inc Insights

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The Company
HQ: Portland, Oregon
620 Employees
Year Founded: 1987

What We Do

Prophix is a global leader in Corporate Performance Management (CPM) software. Our platform empowers finance teams to go beyond the spreadsheet with AI-driven insights, automation, and intuitive planning tools. From budgeting and forecasting to reporting and scenario modeling, we give organizations the clarity and agility they need to adapt and thrive. But it’s not just about technology — it’s about people. Every feature we build is designed to help our customers spend less time crunching numbers and more time driving strategy. Today, Prophix supports thousands of companies worldwide, across industries, helping them plan for tomorrow with confidence.

Why Work With Us

Joining Prophix means joining a team that makes real impact—inside and outside the office. We celebrate wins, value curiosity, and encourage growth. As a Phixer, you’ll sharpen your skills, explore new opportunities, and do work that truly matters in a team-first culture built on collaboration and purpose.

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