Customer Success Analyst
DebtBook(13 days ago)
About this role
A Customer Success Analyst at DebtBook helps customers maximize value from the company’s cloud-based debt and lease management software. The role supports customer onboarding and ongoing product adoption while collaborating closely with data and Customer Success teams. It focuses on ensuring excellent customer experiences and successful product deployments.
Required Skills
- Excel
- Data Reconciliation
- Data Entry
- Customer Support
- Implementation
- Project Tracking
- Analytical Skills
- Problem Solving
- Account Configuration
- Communication
About DebtBook
debtbook.comDebtBook provides cloud-based treasury and accounting software tailored for government and nonprofit organizations. The platform centralizes debt management, cash forecasting, accounting, and reporting to streamline finance-team workflows, improve transparency, and support public-sector compliance. DebtBook includes integrations, audit-ready records, and role-based controls so treasurers and finance directors can manage issuance, payments, and financial reporting from a single system. It positions itself as a modern alternative to spreadsheets and legacy public-finance tools.
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