Customer Support Associate

Who We Are

DebtBook is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on DebtBook.

What You’ll Do

• 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
• Create or facilitate the production of support materials like FAQs, user guides, and user support articles to empower self-service
• Engage with clients, post-implementation, to understand their experience and drive success

What You’ll Bring

• Passionate about putting energy, insight, and analytical prowess into work that matters
• Experience in a people-focused, customer service role, software product support experience strongly preferred
• Proficient in all Microsoft Excel, including formulas and functions
• Proficiency in data manipulation and analysis in Excel is required
• Experience with accounting and/or bond math is preferred
• Excellent analytical, problem-solving, and decision-making skills
• Bonus experience with municipal debt or lease accounting is highly valued
• Exceptional written communication skills
• Empathetic, positive attitude with a commitment to our client’s success
• Highly organized with a high level of accuracy and attention to detail is required
• A strong sense of service and a passion for technology
• Comfort in a fast moving startup environment
• Must be able to operate independently and effectively through periods of uncertainty, ambiguity and change
• Demonstrated ability to relate well to individuals and groups with widely varying backgrounds, perspectives, education and skills is required
• Bachelor’s Degree in Accounting or Finance preferred

Our “Goat” Values

• GROW Continuously
• OWN Your Outcomes
• ABOVE & Beyond
• TEAM Over Ego

Why DebtBook

• Competitive salaries plus equity (stock options) for all employees
• Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match
• 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

Benefits and Perks

• Equal Opportunity Employer
• Commitment to supporting employees’ well-being