DebtBook

CUSTOMER SUCCESS MANAGER

DebtBook is an industry-leading fintech software platform that revolutionizes the way local

governments, higher education, healthcare organizations and their finance teams work. Our

powerful, cloud-based software helps these organizations manage all aspects of their debt,

leases, and subscriptions, streamline financial reporting, and share information simply with

others.

About this Role

We're looking for a candidate with treasury or governmental accounting experience to support

our public-finance focused customers as a Customer Success Manager. If this is you and you

bring exceptional communication and relationship building skills please apply to join our growing

team! Our Customer Success Management team is responsible for maintaining positive

customer relationships that ultimately lead to contract renewal with DebtBook. You will be

responsible for engaging DebtBook customers at all levels of their organization in an effort to

promote adoption and full utilization of the DebtBook suite of products.

What You’ll Do

• Manage a book of business- primarily governmental customers in the mid-market

segment

• Ensure a seamless implementation experience by facilitating the transfer of customer

data, provisioning accounts, and overseeing setup processes for new and existing

customers within your assigned territory

• Reach out to customers by phone and email throughout the customer lifecycle and

ensure appropriate engagement.

• Educate customers on the value of new functionality and foster feature adoption
• Meet with customers before their renewal period to understand and address their needs,

concerns, and goals.

• Partner with the mid-market account management team to optimize retention efforts and

identify opportunities for expansion

• Act as the voice of the customer internally, sharing customer feedback with the product

team

• Identify signs of potential churn or dissatisfaction and collaborate on strategies to

mitigate risks.

• Ensure customer concerns are addressed promptly to maintain satisfaction
• Assist in updating and managing resource guides to ensure user understanding and

adoption

• Take ownership over the implementation process, drive efficiencies, and continuously

improve the overall customer onboarding experience

What You Bring

• 1-2 years of experience in a public finance-related role
• Accounting or finance background preferred
• Strong communication skills to reach out to customers on the phone and via email to

build trust, and ensure value delivery.

• Self-motivated, with strong project management and organizational skills
• Proficient in all Microsoft Excel functions, including formulas and functions
• Strong desire to work with customers to demonstrate the value of the DebtBook

application.

• Willingness and ability to become a product expert on all areas of the application.
• A passion for technology and how it can transform organizations
• Comfort in a fast moving startup environment with shifting business demands

Why DebtBook

Proud to be named one of the “Best Places to Work” by Charlotte’s Business Journal, DebtBook

is a fast-growing company where we dream big, move fast, make an impact, and bring joy to

everything we do. Our core values drive our success as an organization, and we are looking for

talented teammates who share our passion for challenging the status quo, innovating in all we

do, and wanting to make a difference.

When it comes to benefits and perks, we are committed to supporting our employees’ well-being

to make their lives better, both in and out of the office. We offer:

• Competitive salaries plus equity (stock options) for all employees;
• Comprehensive health, dental, and vision insurance, 401(k) with employer match (100%

match on the first 3% and 50% match on the next 2%)

• Flexible work schedules and generous leave policies (including unlimited PTO)
• Professional development opportunities and tuition reimbursement
• Family and wellness perks

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and

unlawful harassment in the workplace. All applicants will receive consideration for employment

based upon their qualifications without regard to race, religion, color, national origin, ethnicity,

gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic

information, political affiliation, National Guard or veteran status, disability, or any other

protected status under federal, state, or local law. We welcome and encourage applicants with

disabilities to contact our team for assistance during the application and hiring process. We are

committed to expanding accessibility and making reasonable accommodations in accordance

with applicable law.

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