Senior Treasury Adoption Consultant

Senior Treasury Adoption Consultant

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 looking for a candidate with treasury or governmental finance experience who can be a consultative partner to our enterprise level treasury customers. If you bring exceptional project management, communication and relationship building skills please apply to join our growing team! This role is apart of our Customer Success Management team, where you are responsible for maintaining those positive customer relationships that ultimately lead to contract renewal with Debt Book.

You will be responsible for engaging Debt Book customers at all levels of their organization in an effort to promote adoption and full utilization of the Debt Book suite of products.

As a Senior Treasury Adoption Consultant you will:

• Manage a book of business, primarily governmental treasury customers across the enterprise segment
• Maintain a strong understanding of customer organization, including key stakeholders, and individual value drivers to maintain account health and identify needs
• Understand and assess value drivers that empower customers to maximize their investment in Debt Book
• Proactively engage with customers (phone, email, online sessions) throughout the customer lifecycle and assess and validate account health
• Educate customers on the value of new functionality and foster feature adoption
• Optimize retention efforts by meeting with customers in advance of their renewal period to understand and address their needs, concerns, and goals
• Partner with the account management team to identify opportunities for expansion
• Act as the voice of the customer internally, sharing customer feedback with the product team
• Identify negative sentiment and risk factors for retention and drive strategies to mitigate risks

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.

• 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 follow through on our decisions and commitments with action.

We create moments of magic, surprising and delighting our customers at every touchpoint. We run towards problems and enthusiastically jump in to help colleagues however we can be valuable. We take pride in proactively doing the extra little things that set us apart, even when no one is watching. There is no task needed at Debt Book that is beneath any of us.

We work hard to be the teammate others want on their team. We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

Debt Book is a fast-growing company where we dream…