Client Onboarding Specialist at Prisma. About the role Join the Prisma General Customer Success Team to manage financial workflows and drive product adoption for our advertising clients. You will serve as a primary contact for troubleshooting and process optimization while helping agencies navigate our financial suite.
Key facts
- Location: Buenos Aires
- Engagement: Hybrid
- Team: Prisma Global Customer Success Team

What you'll do
- Assess client needs and configure environments for new implementations and platform migrations.
- Manage project timelines, facilitate meetings, and maintain clear communication with stakeholders.
- Provide guidance on accounting workflows and identify opportunities to improve value through our financial tools.
- Complete a mandatory 6-month onboarding bootcamp focused on support and customer success.
- Document best practices and track feature requests through detailed requirements analysis.
- Collaborate across departments to influence product roadmaps and resolve complex issues.




- Monitor account health to identify adoption risks and implement proactive solutions.

Requirements
- Minimum 2 years of experience in a customer-facing position.
- Background in finance, accounting, or a related field.
- Advanced English proficiency.
- Experience collaborating with international teams.
- Strong organizational and time-management skills.

Nice to have
- Prior experience in SaaS, advertising technology, or advertising agencies.
- Familiarity with Salesforce, Jira, or Zendesk.

Skills & tools
- Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint).

Practical notes
- Benefits include unlimited vacation, monthly inflation adjustments, lunch credits, and OSDE 410 medical insurance.
- Additional perks: English lessons, gym coverage, internet allowance, and an extra paid month for primary and secondary birthing caregivers.
- The role is based in a pet-friendly office in Parque Chas with snacks and beverages provided.

📌 Client Onboarding Specialist (Argentina)
🏢 Prisma
📍 Argentina