DebtBook

Customer Success Analyst

DebtBook

1 month ago
Charlotte, NC
Hybrid
Full Time
Junior
3 applicants
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DebtBook
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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.

Skills

DebtBook

About DebtBook

debtbook.com

DebtBook 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.

About DebtBook

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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