CUSTOMERSUCCESSMANAGER
DebtBookisanindustry-leadingfintechsoftwareplatformthatrevolutionizesthewaylocalgovernments,highereducation,healthcareorganizationsandtheirfinanceteamswork.Ourpowerful,cloud-basedsoftwarehelpstheseorganizationsmanageallaspectsoftheirdebt,leases,andsubscriptions,streamlinefinancialreporting,andshareinformationsimplywithothers.
AboutthisRole
We'relookingforacandidatewithtreasuryorgovernmentalaccountingexperiencetosupportourpublic-financefocusedcustomersasaCustomerSuccessManager.Ifthisisyouandyoubringexceptionalcommunicationandrelationshipbuildingskillspleaseapplytojoinourgrowingteam!OurCustomerSuccessManagementteamisresponsibleformaintainingpositivecustomerrelationshipsthatultimatelyleadtocontractrenewalwithDebtBook.YouwillberesponsibleforengagingDebtBookcustomersatalllevelsoftheirorganizationinanefforttopromoteadoptionandfullutilizationoftheDebtBooksuiteofproducts.
WhatYou’llDo
●Manageabookofbusiness-primarilygovernmentalcustomersinthemid-marketsegment●Ensureaseamlessimplementationexperiencebyfacilitatingthetransferofcustomerdata,provisioningaccounts,andoverseeingsetupprocessesfornewandexistingcustomerswithinyourassignedterritory●Reachouttocustomersbyphoneandemailthroughoutthecustomerlifecycleandensureappropriateengagement.●Educatecustomersonthevalueofnewfunctionalityandfosterfeatureadoption●Meetwithcustomersbeforetheirrenewalperiodtounderstandandaddresstheirneeds,concerns,andgoals.●Partnerwiththemid-marketaccountmanagementteamtooptimizeretentioneffortsandidentifyopportunitiesforexpansion●Actasthevoiceofthecustomerinternally,sharingcustomerfeedbackwiththeproductteam●Identifysignsofpotentialchurnordissatisfactionandcollaborateonstrategiestomitigaterisks.●Ensurecustomerconcernsareaddressedpromptlytomaintainsatisfaction●Assistinupdatingandmanagingresourceguidestoensureuserunderstandingandadoption●Takeownershipovertheimplementationprocess,driveefficiencies,andcontinuouslyimprovetheoverallcustomeronboardingexperience
WhatYouBring
●1-2yearsofexperienceinapublic finance-related role●Accountingorfinancebackgroundpreferred●Strongcommunicationskillstoreachouttocustomersonthephoneandviaemailtobuildtrust,andensurevaluedelivery.● Self-motivated,withstrongprojectmanagementandorganizationalskills●ProficientinallMicrosoftExcel functions,includingformulasandfunctions●StrongdesiretoworkwithcustomerstodemonstratethevalueoftheDebtBookapplication.●Willingnessandabilitytobecomeaproductexpertonallareasoftheapplication.●Apassionfortechnologyandhowitcantransformorganizations●Comfortinafastmovingstartupenvironmentwithshiftingbusinessdemands
WhyDebtBook
Proudtobenamedoneofthe“BestPlacestoWork”byCharlotte’sBusinessJournal,DebtBookisafast-growingcompanywherewedreambig,movefast,makeanimpact,andbringjoytoeverythingwedo.Ourcorevaluesdriveoursuccessasanorganization,andwearelookingfortalentedteammateswhoshareourpassionforchallengingthestatusquo,innovatinginallwedo,andwantingtomakeadifference.Whenitcomestobenefitsandperks,wearecommittedtosupportingouremployees’well-beingtomaketheirlivesbetter,bothinandoutoftheoffice.Weoffer:●Competitivesalariesplusequity(stockoptions)forallemployees;●Comprehensivehealth,dental,andvisioninsurance,401(k)withemployermatch(100%matchonthefirst3%and50%matchonthenext2%)●Flexibleworkschedulesandgenerousleavepolicies(includingunlimitedPTO)●Professionaldevelopmentopportunitiesandtuitionreimbursement●FamilyandwellnessperksDebtBookisanEqualOpportunityEmployer.Wevaluediversityandprohibitdiscriminationandunlawfulharassmentintheworkplace.Allapplicantswillreceiveconsiderationforemploymentbasedupontheirqualificationswithoutregardtorace,religion,color,nationalorigin,ethnicity,gender,genderidentityorexpression,pregnancy,sexualorientation,age,maritalstatus,geneticinformation,politicalaffiliation,NationalGuardorveteranstatus,disability,oranyotherprotectedstatusunderfederal,state,orlocallaw.Wewelcomeandencourageapplicantswithdisabilitiestocontactourteamforassistanceduringtheapplicationandhiringprocess.Wearecommittedtoexpandingaccessibilityandmakingreasonableaccommodationsinaccordancewithapplicablelaw.
