Customer Success Manager

Who We Are

DebtBook is an industry-leading fintech software platform that revolutionizes the way local governments, higher education, healthcare organizations and their finance teams work. Our powerful, cloud-based software helps these organizations manage all aspects of their debt, leases, and subscriptions, streamline financial reporting, and share information simply with others.

Our Customer Success Management team is responsible for maintaining positive client relationships that ultimately lead to contract renewal with DebtBook. Ensuring that DebtBook’s functionality is being fully leveraged in a fast-paced, high velocity sales environment is no easy task during a period of exponential growth. We're looking for an experienced Customer Success Manager with exceptional communication and relationship building skills to join our growing team.

What You’ll Do

This is an onsite-only role based in our Charlotte, NC office.

• Manage your own book of business between $1.5- 2 Million ARR;
  • Lead renewal discussions with clients and collaborate closely with our legal team to analyze, review, and renew contracts;
  • Increase Annual Recurring Revenue during each renewal;
• Provide proactive customer service and plan, organize, facilitate and lead client meetings post-sale;
• Utilize Hubspot CRM and ChurnZero to organize the Account Management pipeline and identify opportunities;
• Responsible for all communication and relationship building with clients from time they purchase DebtBook, through the life of their tenure;
• Collaborate closely with our product team to develop knowledge around our roadmap, and shape product improvements through soliciting client feedback;
• Educate yourself on how governments and nonprofits manage their finances today and continuously sell the value of DebtBook products to every client.

What You Bring

• 2-3 Years of Customer Success or Account Management experience in SaaS environment (fintech experience preferred);
• Excellent organizational and time management skills;
• A passion for technology and how it can transform organizations;
• Comfort in a fast moving startup environment with shifting business demands.

Why DebtBook

Proud to be named one of the “Best Places to Work” by Charlotte’s Business Journal, 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
• Monthly get-togethers
• Stipends for remote workers to set up their ideal work space;
• 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.