[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.ResponsibilitiesDevelop 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 valueComplete a 6-month onboarding bootcamp that will focus on establishing knowledge and supporting customers across Customer Success teamsIdentify, document, and disseminate best practices aimed at enhancing the overall customer experience and improving customer understanding of the value offered by Prisma’s financial solutionsContribute 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 resolutionIdentify customer adoption risks and demonstrate a proactive, solution-based approach to mitigating usage issuesDocument and track feature requests, including detailed requirements and needs analysis, with an ability to negotiate and manage expectationsWork cross-functionally on product roadmap recommendations and alternative workflow solutionsPerform needs assessments and requirements gathering to configure environments for new customer implementations and existing customer platform migrationsPrioritize 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 stakeholdersSkillsMinimum 2 years of experience in a customer-facing roleEducational or professional experience in accounting or financial managementProficient in Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint); Zendesk, Jira, Salesforce experience a plusDemonstrated excellence in organization and time-management, along with verbal and written communication skillsAdvertising technology or Software as a Service (SaaS) experience is a plusBenefitsOpen Paid Time Off (PTO)Flexible scheduleCompany holidays12 weeks of paid parental leave (after 6 months of employment)Competitive salaryFull benefits package starting on your first dayReferral bonusesRecognition awards401(k) with company matchCompany HSA contribution up to $2,400Medical/Dental/Vision/PharmacyHealth Savings Account (HSA)/Flexible Spending Account (FSA)Mental health supportLife & Disability insuranceFamily planning & fertility benefitsPet insuranceLegal & ID theft protectionRetirement planningMedicare assistanceEmployee Assistance Program (EAP)Professional training/Tuition reimbursementEligible 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 prizesProfessional development with a dedicated Talent Development teamEmployee Resource Groups (ERGs)Philanthropy & awareness programsMentorship programs, In-office and virtual events & celebrationsVarious volunteer & donation opportunities, Innovative and collaborative work environmentFor hybrid employees in NYC and Chicago: Enjoy fresh bagels and company-paid lunches in-office twice a weekCompany OverviewMediaocean provides software platforms for the advertising community. It was founded in 2006, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.mediaocean.com.