Customer Support Associate at DebtBook

Charlotte, North Carolina, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Government, NonprofitIndustries

Requirements

Experience in a people-focused, customer service role
Proficient in Microsoft Excel, including formulas and functions
Exceptional written communication skills
Experience and/or education in accounting (required)
Excellent analytical, problem-solving, and decision-making skills
Highly organized with a high level of accuracy and attention to detail (required)
Empathetic, positive attitude with a commitment to customers' success
A strong sense of service and a passion for technology
Comfort in a fast-moving startup environment
Demonstrated ability to relate well to individuals and groups with widely varying backgrounds, perspectives, education, and skills (required)
Bachelor’s Degree in Accounting or Finance (preferred)
BONUS: Experience with municipal debt or lease accounting (highly valued)
Availability to provide support regularly from 10am-7pm Eastern

Responsibilities

Respond to client inquiries via live chat and email
Troubleshoot and provide resolution to customer challenges
Become a DebtBook product expert
Provide client training and ongoing product education as needed
Work with the internal data team to ensure data updates are made correctly
Work with the internal product and development teams to ensure the timely resolution of any product issues
Engage with clients, post-implementation, to understand their experience and drive success

Skills

Microsoft Excel

Excel formulas

Accounting

Customer Service

Live Chat

Email Support

Troubleshooting

Problem Solving

Written Communication

Product Training

Data Updates

DebtBook

SaaS platform for managing debt and leases

About DebtBook

DebtBook offers a platform for managing debt, leases, and subscriptions, targeting treasurers, accountants, and finance professionals in the public sector. The subscription-based software automates tasks, improves accuracy, and enhances collaboration, allowing users to move away from cumbersome spreadsheets. A key feature is its compliance tools that help users meet Governmental Accounting Standards Board (GASB) regulations, particularly GASB 96. DebtBook aims to simplify debt management, boost productivity, and ensure compliance for finance professionals.

Charlotte, North CarolinaHeadquarters

2019Year Founded

$23.1MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Risks

Increased competition from fintech companies could erode DebtBook's market share.

Economic downturns may lead to reduced spending on software solutions like DebtBook's.

Reliance on partnerships poses risks if they do not yield expected enhancements.

Differentiation

DebtBook offers specialized compliance tools for GASB regulations, ensuring regulatory peace of mind.

The platform's robust reporting capabilities enhance transparency and decision-making for finance professionals.

DebtBook's SaaS model replaces cumbersome spreadsheets, improving efficiency and productivity for users.

Upsides

Integration with AI-driven analytics can enhance DebtBook's reporting and predictive capabilities.

The rise of ESG criteria opens avenues for specialized compliance and reporting tools.

Open banking trends enable DebtBook to expand connectivity with financial institutions.

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