Prosci

Customer Success Manager

• Serve as a primary point of contact post-sale for license and membership clients
• Set clear expectations around timelines, roles, and next steps while maintaining positive, professional client relationships.
• Conduct regular check-ins and support business reviews to understand client goals, progress, and satisfaction, escalating risks or opportunities as needed.
• Leverage best company best practices to retain and renew Membership and Licensed software
• Act as a trusted partner to clients by providing guidance, responding to questions, and proactively identifying potential needs or concerns.
• Participate in client meetings and calls to share updates, support execution, and contribute to an overall positive experience for license and membership clients.
• Collaborate with internal teams (e.g., delivery, sales, product, and operations) to address client issues and ensure timely follow-through.
• Capture and share client feedback to help inform service improvements and best practices across the customer success function.
• Support the implementation of Prosci’s solutions by guiding clients through setup activities and early adoption milestones.
• Help identify and troubleshoot service or usage issues pertaining to membership and license offerings, coordinating with appropriate internal teams to drive timely resolution.
• Maintain accurate and up-to-date records of client interactions, engagement levels, and satisfaction in CRM systems.
• Track and report on key client metrics such as usage, adoption, and engagement to support internal visibility and decision-making.
• Identify trends or early indicators of risk and flag them to the Director, Customer Success, with recommendations for next steps.

Performance Marketing

• Develop quarterly and annual demand generation plans aligned with business and marketing objectives.
• In partnership with RevOps develop and execute a global ABM strategy, leading integrated campaigns.
• Build repeatable campaign processes and best practices that improve speed, consistency, and performance.
• Manage campaign calendars, priorities, and resource alignment across marketing functions.
• Establish clear reporting and processes to establish a global standards for Prosci
• Partner with Sales and RevOps to support enterprise growth priorities.
• Develop and execute account-based and account-engagement programs for target organizations.
• Improve buying-group engagement and opportunity progression through coordinated marketing activities.
• Support pipeline acceleration initiatives throughout the sales cycle.
• Collaborate with Sales leadership to identify opportunities for increased account penetration and expansion.
• Drive demand generation initiatives that support Prosci’s public programs, memberships, and digital offerings.
• Improve lead-to-registration and lead-to-customer conversion rates through testing, optimization, and audience targeting.
• Develop nurture programs that increase engagement, retention, and expansion.
• Partner with Digital Experience teams to optimize conversion paths and customer journeys.
• Leverage individual learner and member engagement to identify and support future enterprise opportunities.
• Serve as the central orchestrator for integrated conversion marketing campaigns across Brand, Content, Product Marketing, Digital Experience, Regional Marketing, Sales and RevOps.
• Lead campaign planning processes that align messaging, content, channels, timelines, and measurement across functions.
• Translate business priorities into coordinated marketing programs that drive awareness, engagement, pipeline, registrations, and revenue.
• Foster strong working relationships across teams to improve execution quality and organizational alignment.
• Ensure campaign objectives, ownership, and success metrics are clearly defined and understood.
• Lead, coach, and develop demand generation resources (team of 2-4).
• Establish clear goals, performance expectations, and development plans.
• Foster a culture of accountability, collaboration, experimentation, and continuous improvement.
• Contribute to the evolution of Prosci’s marketing operating model and growth strategy.
• This role requires travel 4-5 times per year for team meetings, company events etc.

Director, Demand Generation

Inside Sales

• Organize, review, and maintain all legal, tax, and technical documentation required for participation in bids, tenders, and procurement processes with large corporate clients.
• Complete vendor qualification and registration forms.
• Ensure all proposal and documentation deadlines are met.
• Create and maintain company registrations in customer procurement portals and supplier management platforms.
• Keep internal systems updated with current company information, certifications, and required documentation.
• Provide inbound and, when necessary, outbound commercial support through multiple channels, including WhatsApp Business, email, phone, and corporate portals.
• Respond to customer inquiries and administrative requests in a timely and professional manner.
• Prepare, format, and review commercial proposals based on guidance provided by Account Managers.
• Coordinate and manage the contract signature process.
• Facilitate the transition of closed opportunities to the service delivery team.
• Ensure all contractual information, project scope, and commitments are properly documented and communicated.
• Serve as a liaison between the Sales and Finance teams.
• Provide the information required for invoice generation and collections in accordance with agreed contractual terms.

Sales Admin

Account Executive

• Drive revenue growth by identifying and engaging new clients interested in developing organizational change capabilities or applying change management to key business initiatives.
• Develop account growth strategies that position the Prosci brand as a market leader within target accounts.
• Establish relationships with C-level executives and senior decision-makers across various industries.
• Collaborate with the account team and internal partners to maintain regular client engagement, including annual reviews of strategic accounts, providing ongoing direction and feedback on change management strategies, and recommending Prosci solutions that enhance client change capability.
• Represent the organization in various marketing and growth activities, including in-person sales meetings, virtual client meetings, trade shows, and events.
• Be accountable for driving key business development metrics, such as closing enterprise deals, increasing sales of new services, and meeting client success indicators, including service plans and client maturity assessments.
• Manage all aspects of the client acquisition process—from identifying new opportunities, assessing and defining client needs, creating compelling proposals, collaborating with the Prosci team to define timelines and solutions, to negotiating and closing contracts.

Senior Account Executive

Accounts Payable

• Process high-volume vendor invoices, ensuring accuracy, proper approvals, correct coding, and adherence to established policies and procedures.
• Support the administration of the company credit card and expense reporting programs, including auditing transactions, reconciling statements, and assisting employees with questions or issues.
• Assist with weekly and monthly payment runs (ACH, wire, check, and international payments), maintain vendor records, and respond to vendor inquiries in a timely and professional manner.
• Support month-end close activities by preparing accruals, reconciling AP subledger to the general ledger, and ensuring expenses are recorded in the correct accounting period.
• Support compliance with tax and reporting requirements (e.g., sales/use tax, VAT/GST/HST, 1099/T4A) and assist with audits by providing requested documentation.
• Participate in ongoing efforts to improve and streamline AP and expense processes, identifying opportunities for greater efficiency and accuracy.

Accounts Payable Specialist

Accountant

• Support the company’s global accounting function through US GAAP/IFRS application
• Research and document accounting conclusions for complex/non-routine transactions
• Prepare technical accounting memos
• Monitor and assess impact of new accounting standards
• Ensure consistency of accounting policies across global entities
• Assist in preparation and review of consolidated financial reporting
• Partner with Tax and external advisors on transfer pricing
• Review non-standard contracts and advise on accounting implications
• Support external audit process through preparation of technical documentation
• Maintain robust documentation supporting accounting positions

Technical Accountant

• Lead global tax strategy, policy development and technical governance across all jurisdictions
• Own the global transfer pricing framework, including policy design
• Review significant tax filings and positions before filing
• Drive global tax planning initiatives
• Lead all tax authority interactions and audit defense globally
• Monitor global tax and regulatory developments and advise leadership
• Manage all external tax vendor and advisor relationships
• Identify, assess, and document uncertain tax positions

Principal, Tax

Business Development Rep

• Proactively identify and qualify new business opportunities through outbound prospecting, inbound leads, event follow-up, and targeted outreach campaigns.
• Research prospective organizations to understand their needs, organizational structure, and potential fit for Prosci’s training, licensing, and advisory solutions.
• Connect with prospects through phone calls, emails, LinkedIn, and other channels to build meaningful relationships and set qualified meetings.
• Partner with Account Executives, Account Managers, and the Sr. Director of Business Development to align territory strategies and ensure healthy pipeline coverage.
• Maintain accurate and timely records of all prospecting and qualification activities in Salesforce.
• Collaborate with Marketing to support lead-generation campaigns and ensure messaging consistency.
• Consistently meet and exceed activity, pipeline, and opportunity-creation targets, directly contributing to revenue growth.
• Represent Prosci with professionalism, enthusiasm, and a client-first mindset in all prospect interactions.

Senior Business Development Representative, BDR

• Drive revenue growth by identifying and engaging new clients interested in developing organizational change capability and/or applying change management on critical business initiatives.
• Develop account growth strategies that position the Prosci brand as a market leader inside target accounts.
• Establish relationships with C-level executives and senior level decision makers across various industries.
• Collaborate with account team and internal partners on regular client touchpoints, including annual account reviews for our most strategic accounts.
• Manage all aspects of Prosci’s client acquisition process from identifying new opportunities to successfully negotiating contracts to close.
• Leverage value-based selling techniques to position Prosci solutions and articulate clear business impact.

Growth Marketing

• Develop and lead the North America Open Enrollment growth strategy aligned to revenue objectives, market expansion priorities, and enterprise commercial goals.
• Transform Open Enrollment from a programmatic offering into a strategic growth and opportunity generation engine.
• Establish a scalable commercial activation strategy that improves awareness, engagement, conversion, and long-term client value.
• Translate Market growth priorities into actionable go-to-market strategies, investment plans, and operational execution roadmaps.
• Serve as a strategic advisor to North America leadership on growth opportunities, funnel performance, market trends, and commercial activation priorities.
• Lead the development and execution of OE-to-enterprise conversion strategies that accelerate pipeline generation and enterprise opportunity creation.
• Partner closely with Marketing and Enterprise Sales leadership to optimize demand generation, account-based marketing (ABM), lead activation, and conversion effectiveness.
• Establish lead management frameworks, service-level agreements (SLAs), activation processes, and commercial operating rhythms to improve conversion and accountability.
• Identify high-intent prospect segments and implement targeted activation strategies, including OE participant engagement, abandoned cart recovery, nurture campaigns, partnerships, and event follow-up.
• Drive strategies that increase enterprise client engagement and improve long-term commercial relationship development.
• Own commercial performance visibility across the OE growth funnel, including registrations, lead conversion, opportunity creation, campaign effectiveness, and revenue contribution.
• Establish KPIs, dashboards, reporting frameworks, and governance mechanisms that support data-driven commercial decision-making.
• Analyze market, campaign, pipeline, and conversion data to identify growth opportunities, operational gaps, and investment priorities.
• Partner with Finance, Marketing, and Sales leadership to align growth investments and prioritize initiatives with the greatest commercial impact.
• Lead transformation of the OE operating model toward growth-focused execution, commercial accountability, and enterprise alignment.
• Drive cross-functional collaboration across Marketing, Enterprise Sales, Client Operations, Service Delivery, Partnerships, and Customer Success to improve client experience and growth execution.
• Identify and implement process improvements, automation opportunities, and scalable systems that improve efficiency, speed, and conversion performance.
• Build operational alignment between OE strategy, enterprise sales priorities, and delivery capabilities.
• Lead the North America OE Partnerships strategy to expand market reach, client engagement, and revenue growth opportunities.
• Establish partnership objectives, success metrics, and activation strategies aligned to enterprise growth priorities.
• Evaluate emerging market opportunities, competitive trends, and industry shifts to inform strategic growth decisions.
• Support initiatives that strengthen Prosci’s brand visibility, market presence, and competitive positioning.
• Lead, coach, and develop high-performing growth-focused team members aligned to commercial priorities and organizational values.
• Foster a culture of accountability, innovation, collaboration, and continuous improvement.
• Build organizational capability in growth activation, pipeline development, and cross-functional commercial execution.

Senior Director, Public Program Growth Acceleration

Salesforce Developer

• Own Salesforce CRM architecture and solutions design across our global revenue organization, serving as the technical leader for our GTM systems ecosystem.
• Design and implement robust API integrations between Salesforce, HubSpot, and enterprise systems to enable seamless data flow across the customer lifecycle—from open enrollment through enterprise expansion.
• Build and optimize integration architecture for AI-powered lead scoring, intent data, and revenue intelligence tools including Gong.
• Establish and enforce technical governance, data architecture standards, and integration best practices across our multi-cloud Salesforce environment.
• Architect and implement custom solutions using Apex, Lightning Web Components, and Flow to support complex business processes including our Enrollment to Enterprise (E2E) motion.
• Lead the evaluation, selection, and implementation of third-party applications and managed packages, ensuring seamless integration with core systems.
• Design and build real-time data synchronization between Salesforce and external systems via REST/SOAP APIs, middleware platforms, and iPaaS solutions.
• Create technical documentation, integration diagrams, and architecture decision records to support knowledge transfer and scalability.
• Mentor Salesforce admins and provide technical leadership to cross-functional teams on complex implementations.
• Drive AI and automation initiatives within Salesforce including Einstein Analytics, predictive scoring models, and workflow automation.

Customer Success Manager

Director, Demand Generation

Sales Admin

Senior Account Executive

Accounts Payable Specialist

Accounts Payable Specialist

Technical Accountant

Principal, Tax

Senior Business Development Representative, BDR

Account Executive

Senior Director, Public Program Growth Acceleration

Salesforce Solutions Architect