Senior Treasury Adoption & Success Consultant

DebtBook; Charlotte (NC); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Equity

Health insurance

401(k) match

Unlimited PTO

Tuition reimbursement

Job summary

DebtBook is seeking a Senior Treasury Adoption Consultant to partner with enterprise-level treasury customers and drive adoption of our public finance platform. You will manage relationships across government entities, universities, health systems, and related financial stakeholders, ensuring renewed contracts and expanded usage of the DebtBook suite.

The role emphasizes project management, strong communication, and deep treasury/product knowledge to deliver value, mitigate churn, and act as a

Qualifications

• 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.

Responsibilities

• 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.

Skills

Treasury experience

Public finance background

Project management

Communication skills

Relationship building

Self-motivated

Organizational skills

Customer-focused

Cash/investment/debt knowledge

Startup adaptability

Education

Accounting or finance background

Tools

ChurnZero

Job description

DebtBook is seeking a Senior Treasury Adoption Consultant to partner with enterprise-level treasury customers and drive adoption of our public finance platform. You will manage relationships across government entities, universities, health systems, and related financial stakeholders, ensuring renewed contracts and expanded usage of the DebtBook suite.

The role emphasizes project management, strong communication, and deep treasury/product knowledge to deliver value, mitigate churn, and act as a