DebtBook · 2 hours ago
Customer Success Analyst
Charlotte, NC
Full-time
Hybrid
New Grad, Entry LevelDebtBook is an industry-leading fintech software platform that revolutionizes the way local governments, higher education, and healthcare organizations work. They are seeking a highly motivated Customer Success Analyst to enhance customer experiences and assist in the implementation and management of their products.
Debt CollectionsFinancial ServicesFinTechGovTech
Responsibilities
Work with our Data and Customer Success teams to review source documents and correct information uploaded during the implementation process
Work in Excel to reconcile system-calculated schedules with customer source data
Provide operational and quality support for ongoing customer data updates (Premium Support), working closely with both the data team and CSMs and communicating updates to customers as necessary
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
Assist Customer Success Managers with customer account configuration to align with customer organizations’ accounting standards and practices
Partner closely with Customer Success Managers to ensure that implementations run smoothly and milestones are met
Track and assist in reporting on implementation status for the team
Qualification
Required
Highly organized with a high level of accuracy and attention to detail
Strong skills in Microsoft Excel, including formulas and functions
Affinity for math, understanding how inputs affect schedule calculations
Excellent analytical, problem-solving, and decision-making skills
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
Empathetic and positive attitude with a commitment to driving customer success
Preferred
Finance and accounting background preferred
Benefits
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
Top-of-the-line equipment and a newly furnished office
Company
DebtBook
DebtBook provides treasury and accounting software to government and non-profit finance professionals.
Founded in 2019
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$23.7MKey Investors
Elephant
2023-07-26Series A· $12.5M
2022-08-22Series A· $7.5M
2021-12-01Seed· $2M
Leadership Team
Tyler Traudt
Chief Executive Officer
H
Hunter Robinson
Senior Director of Finance & Strategy
Recent News
EIN Presswire
2025-12-02
2025-11-25
2025-11-22
Company data provided by crunchbase