[Remote] Customer Success: Finance Specialist
Note: The job is a remote job and is open to candidates in USA. Mediaocean is a trusted industry platform powering the future of advertising, connecting media, technology, and data for marketers and agencies. The Finance Specialist will deliver a world-class customer experience by understanding customer-specific financial workflows, identifying operational efficiencies, and supporting customer adoption of Prisma’s financial products and services.
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
Skills
- Minimum 2 years of experience in a customer-facing role
- 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
- Advertising technology or Software as a Service (SaaS) experience is a plus
Benefits
- Open Paid Time Off (PTO)
- Flexible schedule
- Company holidays
- 12 weeks of paid parental leave (after 6 months of employment)
- 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
- 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
- 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
- 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
Company Overview