Senior Debt Specialist
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, tra