Customer Success: Finance Specialist
Prisma is the trusted industry platform powering the future of advertising. We connect media, technology, and data to enable marketers and agencies to plan, buy, and measure across all channels—with precision, automation, and intelligence. Our AI-driven solutions optimize workflows, unlock insights, and deliver measurable outcomes for the world’s leading brands and agencies.
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 will include:
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 Mediaoccean?
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
Our budgeted compensation for this opportunity is $60,000, commensurate with experience & skills.
#LI-Remote
We would hate to miss out on your application because you do not meet every requirement – transferrable skills and education will also be considered, so please do not hesitate to apply!
Mediaocean recognizes our true strength and value shine when all our team members feel there is space in the conversation for their voices, thoughts, ideas, perspectives, and concerns. Mediaocean is committed to being an equal opportunity employer, and we consider all applicants regardless of their age, race, color, gender, sexual orientation, ethnicity, religion, national origin, disability, or veteran status.
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 will include:
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 Mediaoccean?
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
Our budgeted compensation for this opportunity is $60,000, commensurate with experience & skills.
#LI-Remote
We would hate to miss out on your application because you do not meet every requirement – transferrable skills and education will also be considered, so please do not hesitate to apply!
Mediaocean recognizes our true strength and value shine when all our team members feel there is space in the conversation for their voices, thoughts, ideas, perspectives, and concerns. Mediaocean is committed to being an equal opportunity employer, and we consider all applicants regardless of their age, race, color, gender, sexual orientation, ethnicity, religion, national origin, disability, or veteran status.