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Senior Debt Specialist

DebtBook
Location
Charlotte, NC
Posted
16 days ago
Department
Customer Success
What they actually want (must-haves)
  • Bachelor's degree in Finance, Accounting, Business, or a related field
  • 4+ years of experience in municipal finance with strong understanding of different types of debt issuances
  • Exceptional project management and organizational skills
  • Strong proficiency in Microsoft Excel (pivot tables, V-Lookups, complex formulas)
  • Strong analytical and problem-solving skills
  • Exceptional written and verbal communication skills
Nice to have
  • Experience with CRM (e.g., Salesforce) or Customer Success software (e.g., Gainsight)
What the job really is

As a Senior Debt Specialist at DebtBook, you will play a key role in supporting complex debt implementations for local government, higher education, and healthcare clients. Your responsibilities include advising customers on data structuring, collaborating with implementation teams, and ensuring successful adoption of the DebtBook platform. You will leverage your expertise in municipal finance to guide project plans and address data reconciliation challenges throughout the implementation process.

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
Things to weigh
  • Fast-paced, evolving startup environment may require adaptability
  • Role involves complex financial workflows which may be challenging for some
  • No specific mention of remote work options
Job score3.2/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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