Senior Treasury Adoption Consultant
About the role
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. We've built the most sophisticated treasury platform in public finance — sitting at the intersection of treasury management and a $4 trillion fixed income market that's been waiting for modern infrastructure.
We are looking for a candidate with treasury or governmental finance experience who can be a consultative partner to our enterprise level treasury customers as Senior Treasury Adoption Consultant. If this is you and you bring exceptional project management, communication and relationship building skills please apply to join our growing team! This role is part of our Customer Success Management team, where you are responsible for maintaining those positive customer relationships that ultimately lead to contract renewal with DebtBook. You will be responsible for engaging DebtBook customers at all levels of their organization in an effort to promote adoption and full utilization of the DebtBook suite of products.
DebtBook is a fast‑growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.
Responsibilities
- Manage a book of business, primarily governmental treasury customers across the enterprise segment
- Maintain a strong understanding of customer organization, including key stakeholders, and individual value drivers to maintain account health and identify needs
- Understand and assess value drivers that empower