Current openings at DebtBook

Who We Are 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 the Role DebtBook is seeking an ambitious Sales Development Representative who thrives in a fast paced, metrics-driven, start-up sales environment. This person will play a key role in achieving our customer acquisition goals as a part of our growing sales team. You will work as a part of the team to boost the effectiveness of our communication, engage directly with potential clients via phone and email, and schedule introductory meetings and product demonstrations for our Account Executives. What You’ll Do Meet / exceed weekly and monthly performance targets  Conduct outbound phone, email, and social media activities to thoughtfully engage potential prospects Educate potential clients on the value DebtBook can bring to their organization Utilize Hubspot CRM to organize leads and identify opportunities. Regularly engage with account execs and sales & marketing leadership to discuss market feedback and learnings in order to refine your elevator pitch and target account lists Set initial meetings and reschedule any meetings that  “no show” for the scheduled time Join internal calls and meetings to discuss strategy, lead feedback, and review call recordings for growth and improvement Educate yourself on how governments and not-for-profit organizations manage debt today  What You'll Bring   We are looking for team members who are passionate about putting their energy, insight and creativity into work that matters. Previous experience and proven success in an outbound, cold calling role  Ambition, drive, and persistence in the face of rejection Willingness to accept and implement ongoing coaching and feedback to drive continued success  Exceptional communication skills with experience building and maintaining  relationships  A passion for technology and how it can transform organizations.  Highly organized and adaptable to a dynamic work environment 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.   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.

Customer Success Manager - Accounting Focus WHO WE ARE 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. WHAT YOU’LL DO As Customer Success Manager with an accounting focus you will be: Managing a portfolio of mid-market governmental customers, with a specific focus on supporting their accounting teams and financial leaders. Ensuring a seamless implementation experience by expertly guiding the transfer of customer financial data, provisioning accounts, and overseeing the setup processes for new and existing clients. Maintaining consistent engagement throughout the customer lifecycle through proactive phone and email communication. Educating customers on new features and their alignment with new accounting standards and financial workflows, fostering strong adoption that directly enhances their efficiency when preparing for audit Meeting with customers prior to their renewal to thoroughly understand and address their ongoing accounting needs, concerns, and strategic objectives. Partnering closely with the account management team to optimize retention and identify opportunities where DebtBook can further enhance their financial management capabilities. Acting as the internal voice of the customer, sharing feedback with the product team to help shape future product enhancements. Proactively identifying signs of potential churn or dissatisfaction and collaborating on strategies to mitigate risks. Ensuring all customer concerns are addressed promptly and effectively to maintain high satisfaction. Assisting in the development and maintenance of resource guides, ensuring they clearly explain features from a user perspective to drive understanding and adoption. Take ownership of the implementation process, drive efficiencies, and continuously improve the overall customer onboarding experience, always keeping accounting best practices in mind. WHAT YOU BRING 3+ years of experience in a role utilizing accounting or finance education Accounting or finance background required Professional Customer Service experience 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, 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 OUR “GOAT” VALUES GROW Continuously We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality. We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development. We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey. OWN Your Outcomes We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers. We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take. As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams. We follow through on our decisions and commitments with action. ABOVE & Beyond We create moments of magic, surprising and delighting our customers at every touchpoint. We run towards problems and enthusiastically jump in to help colleagues however we can be valuable. We take pride in proactively doing the extra little things that set us apart, even when no one is watching. TEAM Over Ego There is no task needed at DebtBook that is beneath any of us. We work hard to be the teammate others want on their team. We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence. WHY DEBTBOOK 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 4% employer match; Flexible work schedules and generous leave policies (including unlimited PTO); Professional development opportunities and tuition reimbursement; Family and wellness perks; Monthly get-togethers; Stipends for remote workers to set up their ideal work space; Top-of-the-line equipment, and a newly furnished office. 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.

CUSTOMER SUCCESS ANALYST 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 are looking for a highly motivated and enthusiastic Customer Success Analyst to join our growing team. The Customer Success team is looking for an individual who is passionate about delivering an outstanding customer experience, and is eager to help customers maximize the value of our products. You will play a critical part in the implementation and ongoing management of our products with new and existing customers.  What You’ll Do  Work with our Data and Customer Success teams to review source documents and correct information uploaded during the implementation process. Provide operational and quality support for ongoing customer data updates (Premium Support), working closely with both the data team and CSMs and communicating updates to customers as necessary. Ensure a seamless onboarding experience by facilitating the transfer of customer data, provisioning accounts, and overseeing setup processes. Track key project metrics, including status, risks, timelines, and customer expectations, to ensure smooth execution and proactive issue resolution. Assist Customer Success Managers with customer account configuration to align with customer organizations’ accounting standards and practices. Partner closely with Customer Success Managers to ensure that implementations run smoothly and milestones are met. Track and assist in reporting on implementation status for the team. What You Bring Highly organized with a high level of accuracy and attention to detail  Demonstrates ability to relate to individuals and groups with widely varying backgrounds, perspectives, education, and skills Comfortable working in a fast-paced startup environment, thriving in moments of uncertainty, ambiguity, and change. Growth-oriented mindset, eager to learn and continuously improve. Ability to multi-task and balance various projects and deadlines simultaneously Excellent analytical, problem-solving, and decision-making skills Exceptional written communication and presentation skills Empathetic and positive attitude with a commitment to driving customer success. Experience with Microsoft Excel, including formulas and functions Finance and accounting background preferred  Why DebtBook 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 4% employer match  Flexible work schedules and generous leave policies (including unlimited PTO)  Professional development opportunities and tuition reimbursement Family and wellness perks Top-of-the-line equipment and a newly furnished office   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.