Implementation Associate

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.

About the Role

The Implementation Team ensures great customer outcomes through collecting and analyzing customer data and listening to customer feedback throughout the implementation phase. The team provides insights into effective onboarding and retention strategies, as well as delivering critical inputs to the product roadmap. In this role, you will be involved in all aspects of implementation by managing customer expectations and outcomes, providing product training sessions, and creating material to continuously educate our customers around upcoming product feature rollouts and environment changes. Given the high level of customer-facing activity, DebtBook leadership looks to Implementation team members for input on key decisions on how to improve the customer  experience. 

What You’ll Do

• Lead and manage a portfolio of customers  from late stages of the sales process through product implementation, executing a seamless handoff to customer success management and support teams
• Assess and track overall status, risks, timelines, expectations, and other key project metrics for each customer 
• Conduct comprehensive training sessions for new users that demonstrate DebtBook’s features  
• Continuously improve the overall customer onboarding experience and assist in updating and managing in-app guides to ensure user understanding and adoption
• Connect and collaborate with colleagues in product, sales, and marketing to champion innovative methods and process that move Debtbook forward

What You Bring  

• High level of attention to detail and organization skills that allow you to effectively manage a high volume of tasks, customer calls, and juggle multiple projects
• Comfort navigating ambiguity in a fast-moving environment 
• Empathetic, positive attitude and “customer first” mindset, relating well to individuals of varying backgrounds, perspectives, education, and skills 
• Proficient in all Microsoft Excel, including formulas and functions
• Interest in finance combined with a willingness to become entrenched with the intricacies of DebtBook’s financial platform

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
• 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.