Customer Success Associate

CUSTOMER SUCCESS ASSOCIATE

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 this Role

We are looking for a highly motivated and enthusiastic Customer Success Associate to join our
growing team. The Customer Success team is looking for an individual who is passionate about
delivering an outstanding customer experience and is eager to help customers maximize the
value of our products. You will play a critical part in the implementation of our products with
new and existing customers.

What You’ll Do
● Manage and guide a portfolio of new and existing customers from late-stage sales
through product implementation and post-implementation success.
● Ensure a seamless onboarding experience by facilitating the transfer of customer data,
provisioning accounts, and overseeing setup processes.
● Track key project metrics, including status, risks, timelines, and customer expectations,
to ensure smooth execution and proactive issue resolution.
● Deliver engaging product training sessions for new and existing users, ensuring
customers fully understand and utilize product features.
● Own and optimize the implementation process, driving efficiency and continuously
improving the customer onboarding experience.
● Engage with customers to understand their goals, drive product adoption, and enhance
overall customer satisfaction.
● Be the voice of the customer, collaborating with the product team to share insights and
influence product development and roadmap decisions.
● Work with customer success and account management teams to identify opportunities
for deeper engagement, customer retention, and expansion.

What You Bring
● Highly organized with a high level of accuracy and attention to detail
● Demonstrates ability to relate to individuals and groups with widely varying
backgrounds, perspectives, education, and skills
● Comfortable working in a fast-paced startup environment, thriving in moments of
uncertainty, ambiguity, and change.
● Growth-oriented mindset, eager to learn and continuously improve.
● Ability to multi-task and balance various projects and deadlines simultaneously
● Excellent analytical, problem-solving, and decision-making skills
● Exceptional written communication and presentation skills
● Empathetic and positive attitude with a commitment to driving customer success.
● Experience with Microsoft Excel, including formulas and functions
● Finance and accounting background preferred

Why DebtBook
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