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DebtBook · 5 days ago

Customer Success Associate

Charlotte, NC

Full-time

Onsite

Entry Level

1+ years exp

DebtBook is an industry-leading fintech software platform that revolutionizes the way local government, higher education, and healthcare finance teams work. They are seeking a highly motivated and enthusiastic Customer Success Associate to manage a portfolio of customers, ensuring successful adoption and maximizing the value of their platform for complex financial reporting needs.

Debt CollectionsFinancial ServicesFinTechGovTech

Responsibilities

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

Qualification

Data ImplementationCustomer SuccessProject ManagementMicrosoft ExcelAnalytical SkillsCRM SoftwareCommunication SkillsGrowth MindsetTeamworkProblem-SolvingAttention to Detail

Required

A Bachelor's degree in Finance, Accounting, Business, or a related field is highly preferred

1+ years of experience in a client-facing role (Customer Success, Implementation, or Account Management) at a B2B SaaS/FinTech company, OR 1+ years in a professional Accounting/Finance role

Exceptional project management and organizational skills with an uncompromising attention to detail

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