DebtBook
Customer Support Associate
Charlotte, NC
Sponsorship not specifiedDetected 7 days ago
AccountingExcelCustomer SupportCommunicationProblem SolvingOrganizational Skills
About the role
- 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.
- WHY DEBTBOOK: DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do.
- DebtBook is an Equal Opportunity Employer.
Responsibilities
- As a Customer Support Associate, you will:
- Create or facilitate the production of support materials like FAQs, user guides, and user support articles to empower self-service
- Engage with clients, post-implementation, to understand their experience and drive success
- OWN Your Outcomes
Requirements
- Proficiency in data manipulation and analysis in Excel is required
- Highly organized with a high level of accuracy and attention to detail is required
- Must be able to operate independently and effectively through periods of uncertainty, ambiguity and change
Nice to have
- Experience with accounting and/or bond math is preferred
- Bachelor's Degree in Accounting or Finance preferred
Benefits
- Competitive salaries plus equity (stock options) for all employees;
- Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;
- Generous leave policies (including unlimited PTO);
- Professional development opportunities and tuition reimbursement;
- Family and wellness perks;
- Provide client training and ongoing product education as needed
- BONUS experience with municipal debt or lease accounting is highly valued
- Demonstrated ability to relate well to individuals and groups with widely varying backgrounds, perspectives, education and skills is required
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.
- Respond to client inquiries via live chat and email
- Troubleshoot and provide resolution to customer challenges
- Become a DebtBook product expert
- Work with the internal data team to ensure data updates are made correctly
- Work with the internal product and development teams to ensure the timely resolution of any product issues
- We are looking for team members who are passionate about putting their energy, insight, and analytical prowess into work that matters
- Experience in a people-focused, customer service role, software product support experience strongly preferred
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.