DebtBook
Senior Customer Success Manager - Treasury Accounts
Charlotte, NC · Senior
Sponsorship not specifiedDetected 3 hours ago
Project ManagementAccount ManagementAccountingCustomer SuccessCommunicationOrganizational Skills
About the role
- 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.
Responsibilities
- Partner with the account management team to identify opportunities for expansion
- Identify negative sentiment and risk factors for retention and drive strategies to mitigate risks
- Manage a book of business, primarily governmental treasury customers across the enterprise segment
Requirements
- 2+ years of experience in a public finance-related or treasury-related role
- 4+ years of relevant work experience in industry or fintech SaaS
- Accounting or finance background required
- Experience with ChurnZero or other CSM platforms, as well as strong analytical capabilities to understand context beyond KPIs and dashboards
- Willingness and ability to become a product expert on cash, investment, and debt areas of the application
- Comfort in a fast moving startup environment with shifting business demands
Benefits
- Competitive salaries plus equity (stock options) for all employees;
- Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;
- Flexible work schedules and generous leave policies (including unlimited PTO);
- Professional development opportunities and tuition reimbursement;
- Family and wellness perks;
- State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on DebtBook.
- Maintain a strong understanding of customer organization, including key stakeholders, and individual value drivers to maintain account health and identify needs
- Proactively engage with customers (phone, email, online sessions) throughout the customer lifecycle and assess and validate account health
Company info
- DebtBook is the financial platform powering treasury and capital markets across the public sector.
- We've built the most sophisticated treasury platform in public finance - sitting at the intersection of treasury management and a $4 trillion fixed income market that's been waiting for modern infrastructure.
- We are looking for a candidate with treasury or governmental finance experience who can be a consultative partner to our enterprise level treasury customers as a Sr.
- Our Customer Success Management team is responsible for managing implementation projects to set customers up for success and for maintaining those positive customer relationships that ultimately lead to contract renewal with DebtBook.
- Understand and assess value drivers that empower customers to maximize their investment in DebtBook
- Educate customers on the value of new functionality and foster feature adoption
- Optimize retention efforts by meeting with customers in advance of their renewal period to understand and address their needs, concerns, and goals
- We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.
Equal opportunity
- Equal Opportunity Employer.
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This listing is sourced directly from DebtBook's careers page and normalized into a canonical job model.