Customer Success & FinOps Specialist

We are looking for a Customer Success & FinOps Specialist who can bridge the gap between finance operations, customer success, and our product. This role is ideal for someone with a background in accounting, finance operations, reconciliation, billing, or audit, who enjoys working directly with clients to solve operational and financial workflow challenges. Unlike a traditional finance role, this position is customer-facing. The individual will help clients understand and optimize their billing, reconciliation, invoicing, and financial reporting processes while ensuring they successfully adopt and utilize our FinOps platform.

Key responsibilities:

• Serve as the primary point of contact for client accounts and FinOps-related queries. 
• Manage client onboarding, product adoption, training, and regular business reviews.
• Understand client billing cycles, invoicing, reconciliation, and financial reporting needs.
• Configure billing, reconciliation, approval, and financial workflows within the platform.
• Investigate billing discrepancies, reconciliation issues, and workflow gaps.
• Help clients interpret financial reports, dashboards, and accounting data.
• Drive customer success by improving client experience, retention, and account health.
• Collaborate with Product, Engineering, Finance,and Support teams to resolve client issues.
• Identify process improvements and build SOPs, playbooks, templates, and documentation.
• Manage implementation timelines, stakeholder communication, and project deliverables.
• Ensure governance, audit readiness, and strong account hygiene.

Qualifications:

• 2–5 years of experience in Finance Operations, Accounting, Reconciliation, or Audit.
• Exposure to SaaS, FinTech, Agencies, Marketplaces, or high-volume transaction businesses, ability to collaborate cross-functionally with Product, Engineering, Finance, and Customer Success teams.
• Strong knowledge of billing, invoicing, reconciliation, and financial workflows. 
• Experience handling client or stakeholder communication.
• Proficient in financial reporting, data analysis, and advanced Excel/Google Sheets.
• Hands-on experience with ERP/Accounting tools (SAP, Tally, QuickBooks, Zoho, etc.).
• Experience in financial process improvement, workflow optimization, and SOP creation.
• Strong analytical, problem-solving, and attention to detail.

About DeltaX:

DeltaX is a Data-Driven Digital Advertising Platform built for Agencies and Advertisers to optimally plan, design, buy, track, attribute and report ad campaigns across search, social media, display RTB, Mobile, Video and other media channels. Founded in 2012, the platform serves as the pioneer in the Advertising Technology Industry. The cutting edge technology has empowered digital marketing teams across the globe with deep insights, automated ROI based spends optimization, activating award winning technology- driven campaigns.