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Full-time
Competitive salaries, Equity, Health insurance, Dental insurance, Vision insurance, 401(k) with 4% employer match
Posted 5d ago
~40 hrs/week
Responsibilities
The Senior Customer Success Manager will manage a portfolio of governmental treasury customers to ensure product adoption, account health, and contract renewal. They will act as a consultative partner, identifying customer needs and providing feedback to the product team to drive platform improvements.
Requirements
Candidates must have at least 2 years of experience in public finance or treasury roles and 4 years of relevant industry or fintech SaaS experience. A background in accounting or finance is required, along with strong project management and communication skills.
Full job description
Sr. Customer Success Manager - Treasury Accounts
WHO WE ARE
DebtBook is the financial platform powering treasury and capital markets across the public sector. 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.
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.
ABOUT THIS ROLE
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. Customer Success Manager. If this is you and you bring exceptional project management, communication and relationship building skills please apply to join our growing team! 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. 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
As a Senior Customer Success Manager, you will:
Manage a book of business, primarily governmental treasury customers across the enterprise segment
Maintain a strong understanding of customer organization, including key stakeholders, and individual value drivers to maintain account health and identify needs
Understand and assess value drivers that empower customers to maximize their investment in DebtBook
Proactively engage with customers (phone, email, online sessions) throughout the customer lifecycle and assess and validate account health
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
Partner with the account management team to identify opportunities for expansion
Act as the voice of the customer internally, sharing customer feedback with the product team
Identify negative sentiment and risk factors for retention and drive strategies to mitigate risks
WHAT YOU BRING
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
Strong communication skills to establish trust and credibility with members of the customer organization
Self-motivated, with strong project management and organizational skills
Strong desire to work with customers to demonstrate the value of the DebtBook application
Willingness and ability to become a product expert on cash, investment, and debt 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;
In-person social events;
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.
Modern treasury & accounting software designed to help state & local government, higher education, healthcare, and more.
Industry
Financial Services
Company size
51-200 employees
Founded
2019
Headquarters
Charlotte, North Carolina
LinkedIn followers
4,696
Total funding
$24M
DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to strategic leadership.
Our Debt and Cash Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease and Subscription Management solutions give accounting teams hours back to their day by automating GASB 87 and 96 compliance workflows.
Offices: 1930 Camden Rd, Suite 200, Charlotte, North Carolina 28203, US
How much do Customer Service & Support jobs in North Carolina pay?
Based on 1770 listings with disclosed salaries, most customer service & support jobs in North Carolina pay between $44k–$105k per year. Individual offers vary with seniority, company size, and specialization.
How many Customer Service & Support jobs are open in North Carolina right now?
There are currently 23,878 open customer service & support positions in North Carolina listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in North Carolina?
Companies currently hiring include Domino's, Lowe's Companies, Inc., CVS Health, Allied Universal, Great Clips Inc., among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in North Carolina?
Yes — 1127 of the 23878 open customer service & support positions offer remote or hybrid work (551 remote, 576 hybrid).
How do I apply for Customer Service & Support jobs in North Carolina?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
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