Prosci

Financial Planning and Analysis

• Serve as the technical accounting authority for complex transactions
• Develop and maintain a structured contract review process to assess accounting implications
• Interpret evolving accounting standards and assess impacts to the organization
• Support the development and implementation of global accounting policies, controls, and compliance frameworks
• Lead preparation and maintenance of complex global financial analyses
• Support month-end, quarter-end, and year-end close activities related to technical accounting and financial reporting
• Serve as a key liaison for external auditors
• Design, implement, and enhance global controls for compliance
• Partner with Accounting, FP&A, Legal, and other stakeholders

Senior Manager, Technical Accounting – Financial Reporting

Sales

• Lead and manage the business development sales team across the North American market
• Establish clear performance expectations and sales targets
• Monitor and manage team performance through weekly pipeline inspections
• Provide feedback, skill development, and career growth support to sales team members
• Oversee pipeline development, opportunity progression, and forecast accuracy
• Ensure disciplined use of CRM systems and adherence to defined sales processes
• Oversee account planning and business development strategies
• Serve as a key liaison between Sales and internal partners including Marketing and Product

Sales Director

• Serve as the technical accounting authority for complex transactions, including preparation of technical accounting memos and analysis in accordance with U.S. GAAP.
• Develop and maintain a structured contract review process to assess accounting implications of new and non-standard agreements.
• Interpret evolving accounting standards and assess impacts to the organization, recommending policy updates as needed.
• Lead preparation and maintenance of complex global financial analyses, including deferred revenue waterfalls, bonus accruals, EBITDA addbacks, capex vs. OPEX analysis, and inventory analysis.
• Support month-end, quarter-end, and year-end close activities related to technical accounting and financial reporting.
• Perform and review monthly bank reconciliations for U.S. and Canadian entities, including interest computations.
• Serve as a key liaison for external auditors, preparing audit documentation, responding to inquiries, and supporting audit execution related to technical accounting and financial reporting.
• Provide audit-ready documentation and analysis to support financial statement integrity and compliance.
• Design, implement, and enhance global controls to ensure compliance with accounting standards, internal policies, and regulatory requirements.
• Partner with Accounting, FP&A, Legal, and other stakeholders to provide technical accounting guidance and assess financial impacts of business decisions.

Senior Technical Accounting, Financial Reporting

Marketing Analyst

• Own monthly and quarterly marketing performance reporting for leadership and regional teams (clear “what / so-what / now-what” narratives).
• Deliver consistent KPI reporting across global regions and key segments (e.g., Enterprise vs Practitioner), with transparent definitions and known limitations.
• Analyze and report on campaign, channel, and funnel performance, including conversion trends and ROI signals.
• Identify gaps/inconsistencies in attribution and tracking, and recommend practical improvements that can be implemented in the current ecosystem.
• Monitor and troubleshoot data quality issues across HubSpot and GA4, including missing UTMs, event gaps, inconsistent definitions, and reporting discrepancies.
• Build and maintain self-serve dashboards and repeatable reporting in Power BI, HubSpot and related tools.
• Produce actionable insights using platform and channel data (e.g., LinkedIn Ads, Google Ads, email, webinar/event platforms, SEO tools) and connect outcomes back to funnel performance.
• Work closely with key partners: Marketing Ops (HubSpot / CRM process + data quality), Performance Marketing (paid channel measurement & optimization), ICT/Data (Power BI, governance, longer-term architecture), Sales Ops (pipeline/revenue reporting alignment and definitions).

Marketing Analytics Specialist

• Own monthly and quarterly marketing performance reporting for leadership and regional teams (clear “what / so-what / now-what” narratives).
• Deliver consistent KPI reporting across global regions and key segments (e.g., Enterprise vs Practitioner), with transparent definitions and known limitations.
• Analyze and report on campaign, channel, and funnel performance, including conversion trends and ROI signals.
• Identify gaps/inconsistencies in attribution and tracking, and recommend practical improvements that can be implemented in the current ecosystem.
• Partner with campaign managers and Marketing Ops to define tracking requirements for campaigns/events/assets and ensure UTM/taxonomy discipline.
• Monitor and troubleshoot data quality issues across HubSpot and GA4, including missing UTMs, event gaps, inconsistent definitions, and reporting discrepancies.
• Maintain and validate key GA4/GTM events and conversions (in partnership with Marketing Ops / ICT where needed).
• Build and maintain self-serve dashboards and repeatable reporting in Power BI, HubSpot and related tools.
• Produce actionable insights using platform and channel data (e.g., LinkedIn Ads, Google Ads, email, webinar/event platforms, SEO tools) and connect outcomes back to funnel performance.
• Train regional marketers on dashboard interpretation and reinforce consistent measurement practices.

• Own monthly and quarterly marketing performance reporting for leadership and regional teams.
• Deliver consistent KPI reporting across global regions and key segments.
• Analyze and report on campaign, channel, and funnel performance.
• Monitor and troubleshoot data quality issues across HubSpot and GA4.
• Build and maintain self-serve dashboards and repeatable reporting in Power BI.
• Produce actionable insights using platform and channel data.
• Work closely with key partners: Marketing Ops, Performance Marketing, ICT/Data, Sales Ops.
• Train regional marketers on dashboard interpretation.

• Own monthly and quarterly marketing performance reporting for leadership and regional teams (clear “what / so-what / now-what” narratives).
• Deliver consistent KPI reporting across global regions and key segments (e.g., Enterprise vs Practitioner), with transparent definitions and known limitations.
• Analyze and report on campaign, channel, and funnel performance, including conversion trends and ROI signals.
• Identify gaps/inconsistencies in attribution and tracking, and recommend practical improvements that can be implemented in the current ecosystem.
• Monitor and troubleshoot data quality issues across HubSpot and GA4, including missing UTMs, event gaps, inconsistent definitions, and reporting discrepancies.
• Build and maintain self-serve dashboards and repeatable reporting in Power BI, HubSpot and related tools.

• Lead and manage the global financial planning cadence
• Own the global forecast consolidation process
• Prepare the monthly Corporate Forecast
• Manage the quarterly Market Forecast process
• Own and publish the Corporate Scorecard
• Prepare Budget vs. Actual (BvA) reports
• Lead the annual budgeting process
• Drive process improvements
• Partner with regional and functional finance leaders

Senior Specialist, Corporate Financial Planning – Analysis

Customer Success Manager

• Lead, coach, and develop a high-performing Customer Success team that delivers consistent, exceptional experiences for enterprise clients
• Define and execute strategic priorities for client retention, adoption, and growth in alignment with company objectives
• Define and execute on key enterprise Membership offerings and manage the process from onboarding to renewals and retention of new enterprise clients
• Establish scalable processes, metrics, and best practices to ensure operational excellence and consistent delivery across all accounts
• Serve as a voice of the customer within Prosci—advocating for client needs, sharing insights, and influencing business strategy
• Oversee client health monitoring, reporting, and analysis to identify trends, risks, and opportunities across the portfolio
• Ensure effective collaboration between Customer Success, Sales, Consulting, and Product teams to deliver integrated client solutions
• Partner with Revenue Operations to refine processes, improve data accuracy, and drive efficiency through tools and technology (including Salesforce)
• Standardize account planning, renewal management, and success measurement frameworks across the team
• Support high-value enterprise relationships as an executive sponsor, ensuring alignment on strategic priorities and long-term partnership goals
• Collaborate with the Sales and Consulting leadership teams to ensure seamless handoffs and consistent client experience post-sale
• Participate in quarterly business reviews (QBRs) and internal planning sessions to share customer insights and inform go-to-market strategy

Global Director, Customer Success

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

Revenue Operations

• Partner with the CRO and executive leadership to design and execute the global go-to-market strategy across Sales, Marketing, and Customer Success.
• Define and manage the revenue operating model, ensuring clear processes, accountabilities, and performance metrics across regions and business units.
• Develop and oversee territory planning, quota setting, forecasting, and pipeline management to drive predictable and scalable growth.
• Create a unified view of revenue performance across all GTM teams, using data and insights to guide decisions and priorities.
• Lead the global Sales Enablement function to equip Sales and Customer Success teams with the content, tools, and skills to succeed.
• Oversee the design and delivery of onboarding, ongoing training, and certification programs that build confidence, consistency, and commercial excellence.
• Own the technology stack supporting GTM operations (Salesforce, HubSpot, LMS, etc.), ensuring systems are efficient, integrated, and aligned to strategic needs.
• Lead the development of dashboards, scorecards, and analytics to provide visibility into performance metrics, trends, and opportunities.
• Build strong relationships with Sales, Marketing, Customer Success, Finance, and Product teams to ensure alignment on goals, messaging, and execution.

Global Director, Revenue Operations

Procurement

• Manage high volume scheduling and resource allocation internally for our Training Success Specialists and Executive Instructors.
• Monitor and forecast resource utilization to maximize efficiency and meet delivery goals.
• Support proactive capacity planning by identifying short-term gaps and long-term resource trends.
• Partner with Delivery Leadership, Sales, Client Operations, Logistics, and Advisory teams to align staffing decisions with client needs and organizational priorities.
• Train to serve as a backup for the Senior Advisory Resourcing & Operations Manager, supporting resource planning for consulting engagements as needed.
• Represent the delivery team in regularly scheduled meetings with the Sales team to learn of upcoming opportunities and unique client needs.
• Identify opportunities to streamline resourcing workflows and enhance scheduling efficiency.
• Leverage platforms such as Certinia, Float, Salesforce, and MS Excel to manage assignments and maintain accurate records.

Resourcing Specialist

• Manage high volume scheduling and resource allocation internally for our Training Success Specialists and Executive Instructors to ensure optimal coverage for a wide variety of training programs.
• Maintain and leverage Executive Instructors’ industry experience via skills matrix to align talent with client-specific program objectives.
• Monitor and forecast resource utilization to maximize efficiency and meet delivery goals.
• Support proactive capacity planning by identifying short-term gaps and long-term resource trends.
• Partner with Delivery Leadership, Sales, Client Operations, Logistics, and Advisory teams to align staffing decisions with client needs and organizational priorities.
• Train to serve as a backup for the Senior Advisory Resourcing & Operations Manager, supporting resource planning for consulting engagements as needed.
• Represent the delivery team in regularly scheduled meetings with the Sales team to learn of upcoming opportunities and unique client needs.
• Identify opportunities to streamline resourcing workflows and enhance scheduling efficiency.
• Leverage platforms such as Certinia, Float, Salesforce, and MS Excel to manage assignments and maintain accurate records.