Customer Support Associate

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.

As a Customer Support Associate, you will:

• →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

• We are looking for team members who are passionate about putting their 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

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;
• 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.