Customer Success: Finance Specialist

Mediaocean

5d•Remote

About The Position

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.

Requirements

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)
Demonstrated excellence in organization and time-management, along with verbal and written communication skills

Nice To Haves

Advertising technology or Software as a Service (SaaS) experience is a plus
Zendesk, Jira, Salesforce experience a plus

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

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
Fresh bagels and company-paid lunches in-office twice a week (for hybrid employees in NYC and Chicago)