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:

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.