Senior Debt Specialist

DebtBook; Town of Charlotte (NY); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive salary + equity

Health, dental, and vision insurance

401(k) with 4% employer match

Flexible work schedules

Unlimited PTO

Tuition reimbursement

Job summary

DebtBook is seeking a dedicated Customer Success- Sr. Debt Specialist to support complex debt implementations for local governments, higher education, and healthcare clients from Charlotte, NC.

You will advise on data structure, lead scoping calls, and partner with implementation and data teams to maximize platform value. The role requires 4+ years in municipal finance, strong Excel skills, and excellent communication, with experience in CRM tools such as Salesforce or Gainsight as a bonus.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field is highly preferred.
• 4+ years of experience in municipal finance, with strong understanding of different types of debt issuances.
• Exceptional project management and organizational skills with an uncompromising attention to detail.
• Strong proficiency in Microsoft Excel (pivot tables, V-Lookups, complex formulas) for managing and manipulating customer financial data.
• Strong analytical and problem-solving skills with an ability to interpret complex financial workflows.
• Exceptional written and verbal communication skills, comfortable presenting to senior finance professionals.
• A growth-oriented mindset and a comfort working in a fast-paced, evolving startup environment.
• Bonus: Experience with CRM (e.g., Salesforce) or Customer Success software (e.g., Gainsight).

Responsibilities

• Act as a subject matter expert on complex debt implementations.
• Join implementation scoping calls to understand data complexity and customer preferences for how their data should be structured.
• Translate complex debt management concepts into DebtBook data structures.
• Collaborate on implementation project plans to ensure complexity is accounted for and timelines are appropriate.
• Provide guidance on complex data reconciliation scenarios.
• Coordinate with the data team on questions, limitations, and issues they may encounter.
• Join customer calls to explain implementation decisions and system functionality outside standard CS scope.

Skills

Municipal finance

Project management

Excel proficiency

Analytical reasoning

Written & verbal communication

Growth mindset

Education

Bachelor's degree in Finance, Accounting, Business, or related field

Tools

Salesforce

Gainsight

Job description

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 THE ROLE

We are seeking a highly motivated and enthusiastic Customer Success- Sr. Debt Specialist to join our growing team in Charlotte, NC. This critical role supports our most complex Debt implementations, offering strategic advisement to our customers and the implementation team. You will be essential in ensuring our local government, higher education, and healthcare customers successfully adopt and maximize the value of the DebtBook platform for their complex financial reporting needs.

WHAT YOU’LL DO

• Act as a subject matter expert and advisor on complex debt implementations.
• Join implementation scoping calls to understand data complexity and customer preferences for how their data should be structured.
• Work with Customer Success Managers and Associates on how to structure customer data, translating complex debt management concepts into our application.
• Collaborate with Customer Success on implementation project plans to ensure that complexity is fully accounted for and communicated and that agreed timelines are appropriate for the project.
• Provide guidance to the implementation team on complex data reconciliation scenarios.
• Collaborate with the data team on questions, limitations, and issues they may encounter.
• Act as a subject matter expert throughout the implementation, joining customer calls as needed throughout the process to explain implementation decisions and system functionality when outside of the standard scope of Customer Success expertise.

WHAT YOU’LL BRING

• A Bachelor’s degree in Finance, Accounting, Business, or a related field is highly preferred.
• 4+ years of experience in municipal finance, with strong understanding of different types of debt issuances.
• Exceptional project management and organizational skills with an uncompromising attention to detail.
• Strong proficiency in Microsoft Excel (pivot tables, V-Lookups, complex formulas) for managing and manipulating customer financial data.
• Strong analytical and problem-solving skills with an ability to interpret complex financial workflows.
• Exceptional written and verbal communication skills, comfortable presenting to senior finance professionals.
• A growth-oriented mindset and a comfort working in a fast-paced, evolving startup environment.
• Bonus: Experience with CRM (e.g., Salesforce) or Customer Success software (e.g., Gainsight).

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.