Customer Success Analyst, Finance

Mediaocean is powering the future of the advertising ecosystem with technology that empowers brands and agencies to deliver impactful omnichannel marketing experiences. With over $200 billion in annualized ad spend running through its software products, Mediaocean deploys AI and automation to optimize investments and outcomes. The company’s advertising infrastructure and ad tech tools are used by more than 100,000 people across the globe. Mediaocean owns and operates Prisma, the industry’s trusted system of record for media management and finance, Innovid, the leading independent ad tech platform for creative, delivery, measurement, and optimization, as well as Protected by Mediaocean, an integrated solution for ad verification and brand safety. Visit www.mediaocean.com for more information.

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 Customer Success Finance Analyst 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.

Mediaocean is excited to open this opportunity to an eager and driven individual to join a Finance cohort for Prisma’s financial product & service who will work through the customer onboarding process and will be placed into a specific role across our Customer Success team -- which may include Customer Solutions or Customer Engagement after successful completion of a comprehensive certification process.

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
• Proven ability to present and explain features and workflow
• Proficiency with Excel, PowerPoint, SharePoint. Salesforce, Zendesk, Jira, Smartsheet experience a plus
• Demonstrated excellence in verbal and written communication skills, including the ability to take the lead in conversations and negotiate through challenging situations

Why Mediaocean?

• 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

The budget for this role is between $60,000 and $70,000, depending on experience and qualifications.

This role is open to fully remote candidates, as well as candidates based in Chicago who are able to work in a hybrid capacity.

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.