DebtBook is a fintech software platform that revolutionizes the way local government, higher education, and healthcare finance teams work. We are seeking a highly motivated and enthusiastic Customer Success Associate to join our growing team in Charlotte, NC.
Requirements
- 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.
Benefits
- Competitive salaries plus equity (stock options) for all employees
- Comprehensive health, dental, and vision insurance
- 401(k) with 4% employer match
- Flexible work schedules and generous leave policies (including unlimited PTO)
- Professional development opportunities and tuition reimbursement
- Family and wellness perks
- In-person social events
- Top-of-the-line equipment and a newly furnished office
