[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