Customer Success & FinOps Specialist
Location: Pune / Bengaluru | Experience: 2–5 years | Team: Client Success
About DeltaX
DeltaX is a data-driven digital advertising platform built for agencies and advertisers to optimally buy, track, attribute and report ad campaigns across search, social media, display RTB, mobile, video and other media channels. Founded in 2012, DeltaX is a pioneer in the advertising technology industry. It leverages deep learning to break down complex data sets so digital marketers and advertisers can understand consumer behaviour, frame better outreach strategies and get the best out of their digital media investments. DeltaX works with 1,000+ advertisers and has teams in Singapore, Bengaluru, Pune and New York.
About the Role
We are looking for a Customer Success & FinOps Specialist who can bridge 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: you will help clients understand and optimise their billing, reconciliation, invoicing and financial reporting processes while ensuring they successfully adopt and use 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
What You'll Need
- 2–5 years of experience in Finance Operations, Accounting, Reconciliation or Audit
- Exposure to SaaS, FinTech, agencies, marketplaces or high-volume transaction businesses, and the ability to collaborate cross-functionally with Product, Engineering, Finance and Customer Success
- Strong knowledge of billing, invoicing, reconciliation and financial workflows
- Experience handling client or stakeholder communication
- Proficiency 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 optimisation and SOP creation
- Strong analytical and problem-solving skills with close attention to detail
