Debtbook
Debtbook7mo ago

Account Executive - Treasury

United StatesUnited States·Charlottemid
SalesAccount Executive
3 views0 saves0 applied

Quick Summary

Key Responsibilities

Develop and execute a strategic sales plan to achieve and exceed sales targets. Prospect, qualify, and close new business opportunities within the treasury sector.

Requirements Summary

4-8 years of experience in sales, specifically selling treasury products or to the treasury department. 1 year of experience working in a start-up or consulting environment.

Technical Tools
a11yfintech

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.

Responsibilities

~1 min read

The Account Executive will be responsible for driving new business and revenue growth by selling our treasury products to our target markets. The ideal candidate has a strong background in treasury sales and thrives in a fast-paced, high-growth environment. This role requires a professional who is results-oriented, understands the unique challenges and opportunities of a start-up, and is skilled at building and managing a robust sales pipeline.

  • Develop and execute a strategic sales plan to achieve and exceed sales targets.
  • Prospect, qualify, and close new business opportunities within the treasury sector.
  • Effectively articulate the value proposition of DebtBook’s products to key decision-makers.
  • Manage the full sales cycle from initial contact to contract negotiation and closing.
  • Collaborate with internal teams, including product and marketing, to provide market feedback and contribute to product development.
  • Maintain accurate records of sales activities and metrics in our CRM system.
  • Continuously stay informed about industry trends, market changes, and competitor activities.
  • 4-8 years of experience in sales, specifically selling treasury products or to the treasury department.
  • 1 year of experience working in a start-up or consulting environment. The candidate must demonstrate an understanding of ambiguity and the ability to thrive in a fast-paced, rapidly evolving work environment.
  • Proven track record of meeting and exceeding sales quotas.
  • Ability to articulate their sales numbers and demonstrate their ability to track and analyze key performance metrics.
  • Excellent verbal and written communication skills with the ability to present complex information clearly and concisely.
  • Strong negotiation and problem-solving skills.
  • Ability to work independently as well as collaboratively within a team.

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.

When it comes to benefits and perks, we are committed to supporting our employees’ well-being to make their lives better, both in and out of the office. We offer:

  • 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.

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.

Location & Eligibility

Where is the job
Charlotte, United States
On-site at the office
Who can apply
US
Listed under
United States

Listing Details

Posted
October 20, 2025
First seen
March 26, 2026
Last seen
May 30, 2026

Posting Health

Days active
64
Repost count
0
Trust Level
23%
Scored at
May 30, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
Debtbook
Debtbook
greenhouse
Employees
125
Founded
2019
View company profile
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DebtbookAccount Executive - Treasury