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.
- Solid knowledge of billing, invoicing, reconciliation, and financial workflows.
- Experience hand

📌 Customer Success Manager (Pune Division)
🏢 DeltaX
📍 Pune Division