Senior Debt Specialist

WHO WE ARE

Debt Book 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 Debt Book.

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.

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 Debt Book platform for their complex financial reporting needs.

• 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 they data should be structured.
• Work with Customer Success Managers and Associates on how to structure customer data, translating complex debt management concepts into our application.
• Collaborate with Customer Success on implementation project plans to ensure that complexity is fully accounted for and communicated and that agreed timelines are appropriate for the project.
• Provide guidance to the implementation team on complex data reconciliation scenarios.
• Collaborate with the data team on questions, limitations, and issues they may encounter.
• Act as a subject matter expert throughout the implementation, joining customer calls as needed throughout the process to explain implementation decisions and system functionality when outside of the standard scope of Customer Success expertise.

• A Bachelor's degree in Finance, Accounting, Business, or a related field is highly preferred.
• 4+ years of experience in municipal finance, with strong understanding of different types of debt issuances.
• Exceptional project management and organizational skills with an uncompromising attention to detail.
• Strong proficiency in Microsoft Excel (pivot tables, V-Lookups, complex formulas) for managing and manipulating customer financial data.
• Strong analytical and problem-solving skills with an ability to interpret complex financial workflows.
• Exceptional written and verbal communication skills, comfortable presenting to senior finance professionals.
• A growth-oriented mindset and a comfort working in a fast-paced, evolving startup environment.
• Bonus:
  Experience with CRM (e.g., Salesforce) or Customer Success software (e.g., Gainsight).

GROW Continuously

• We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
• We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
• We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

• We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
• We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.
• As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
• We…