Customer Success: Finance Specialist

What You Will Do

As a member of Prisma’s Global Customer Success Team, you will be instrumental in delivering a world-class customer experience with a focus on proactive engagement and fostering long-term relationships. The Finance Specialist has a thorough understanding of customer-specific financial workflows that will be used to identify operational efficiencies, improve processes, support inquiries and troubleshoot issues pertaining to the Prisma financial suite of products & services. You will serve as a primary point of contact and strategically support and expand customers’ adoption & usage of Prisma.

Responsibilities

• Develop a strong understanding of customer and corporate accounting workflows to provide guidance on current functionality and enhancements for Prisma’s financial components and to help identify opportunities for added value
• Complete a 6-month onboarding bootcamp that will focus on establishing knowledge and supporting customers across Customer Success teams
• Identify, document, and disseminate best practices aimed at enhancing the overall customer experience and improving customer understanding of the value offered by Prisma’s financial solutions
• Contribute to customer account planning by identifying opportunities for increased user adoption, determining a targeted end-user adoption strategy, and assisting with workflow questions and complex issue resolution
• Identify customer adoption risks and demonstrate a proactive, solution-based approach to mitigating usage issues
• Document and track feature requests, including detailed requirements and needs analysis, with an ability to negotiate and manage expectations
• Work cross-functionally on product roadmap recommendations and alternative workflow solutions
• Perform needs assessments and requirements gathering to configure environments for new customer implementations and existing customer platform migrations
• Prioritize and schedule work activities to ensure established targets are achieved, facilitate customer meetings, and clearly and promptly communicate action items and desired outcomes for appropriate stakeholders

Who You Are

• Minimum 2 years of experience in a customer-facing role. Advertising technology or Software as a Service (SaaS) experience is a plus
• Educational or professional experience in accounting or financial management
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint); Zendesk, Jira, Salesforce experience a plus
• Demonstrated excellence in organization and time-management, along with verbal and written communication skills

Why Mediaocean?

• Work-Life Balance: Open Paid Time Off (PTO), Flexible schedule, Company holidays, 12 weeks of paid parental leave (after 6 months of employment)
• Total Rewards: Competitive salary, Full benefits package starting on your first day, Referral bonuses, Recognition awards, 401(k) with company match, Company HSA contribution up to $2,400
• Comprehensive Benefits: Medical/Dental/Vision/Pharmacy, Health Savings Account (HSA)/Flexible Spending Account (FSA), Mental health support, Life & Disability insurance, Family planning & fertility benefits, Pet insurance, Legal & ID theft protection, Retirement planning, Medicare assistance, Employee Assistance Program (EAP), Professional training/Tuition reimbursement
• Wellness Focus: Eligible employees get up to 100% company paid annual subscriptions to Peloton, Maven Clinic, BetterUp Care, Walkingspree, Bikeshare (Divvy in Chicago/Citibike in New York), Wellness Seminars (physical, mental, financial, social) as well as opportunities to compete in companywide health challenges with prizes
• Award-Winning Company Culture: Professional development with a dedicated Talent Development team, Employee Resource Groups (ERGs), Philanthropy & awareness programs, Mentorship programs, In-office and virtual events & celebrations, Various volunteer & donation opportunities, Innovative and collaborative work environment
• For hybrid employees in NYC and Chicago: Enjoy fresh bagels and company-paid lunches in-office twice a week

Compensation

$60,000, commensurate with experience & skills.