{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4729625005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4437395005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4729625005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBPAQS","title":"Associate Quantitative Strategist","company_name":"DebtBook","first_published":"2026-09-01T10:54:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;WHO WE ARE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;ABOUT THE ROLE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;DebtBook is seeking an Associate Quantitative Strategist to join our Quantitative Strategy Group (QSG) and contribute to the team’s work across market data, internal benchmarks, and the development of issuer and professional products. QSG owns DebtBook’s market data and benchmarking capabilities, partners with issuer product teams as a quantitative and technical resource, and leads the development of new professional-facing products.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will support senior members of QSG across all of the team’s core work streams - helping evaluate market data providers, building and validating internal benchmarks, contributing to discovery for new issuer and professional applications, and partnering with engineering and product teams to bring features to life. This is an excellent opportunity for someone with a quantitative or finance background who wants to apply analytical skills to real product development in fintech.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU’LL DO\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;As an Associate Quantitative Strategist, you will:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Translate quantitative and product requirements into clear documentation that supports engineering implementation, including required fields, refresh cadence, and intended use\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop a working understanding of how each Treasury product functions end-to-end (workflows, data flows, and core user outcomes) to ensure quantitative work integrates cleanly into the broader platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support evaluation and selection of market data providers by comparing coverage, accuracy, timeliness, and licensing across vendors, and documenting trade-offs to inform sourcing decisions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with the design and implementation of internal benchmarks, including peer grouping logic, normalization rules, sourcing, and measurement intervals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Validate data outputs and benchmark calculations to ensure accuracy, consistency, and defensibility across DebtBook products\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with engineering teams to test, validate, and monitor data integrations and benchmark generation in a scalable, reliable way\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to discovery and scoping for issuer-facing and professional-facing applications by gathering market context, conducting research, and summarizing findings to support feature decisions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support QSG’s broader research agenda, including evaluation of potential future products and emerging professional markets\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU BRING\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a closely related quantitative field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and quantitative skills, with attention to detail and an eye for data quality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Foundational understanding of fixed income markets, including yield concepts, common public sector instruments, and how market data informs investment and debt decisions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills, with the ability to clearly convey quantitative concepts to both technical and non-technical audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong collaboration skills, with a willingness to work across product, engineering, and customer-facing teams to drive shared outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently and manage multiple priorities in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A coachable and curious mindset with a genuine interest in public finance, treasury, and fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A passion for technology and how it can transform organizations, paired with an empathetic, customer-focused attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willingness and ability to work full-time in office\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;OUR “GOAT” VALUES\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt; Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt; Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt; \u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM \u0026lt;/strong\u0026gt;Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHY DEBTBOOK\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salaries plus equity (stock options) for all employees;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies (including unlimited PTO);\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities and tuition reimbursement;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family and wellness perks;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-person social events;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Top-of-the-line equipment,\u0026amp;nbsp; and a newly furnished office.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4139522005,"name":"Product Specialist","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4735111005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4436579005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4735111005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBCSUPA26 - 1","title":"Customer Support Associate","company_name":"DebtBook","first_published":"2026-09-17T14:38:00-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Hours: 10am-7pm\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;WHO WE ARE:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;As a Customer Support Associate, you will:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Respond to client inquiries via live chat and email\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Troubleshoot and provide resolution to customer challenges\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Become a DebtBook product expert\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide client training and ongoing product education as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with the internal data team to ensure data updates are made correctly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with the internal product and development teams to ensure the timely resolution of any product issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create or facilitate the production of support materials like FAQs, user guides, and user support articles to empower self-service\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engage with clients, post-implementation, to understand their experience and drive success\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We are looking for team members who are passionate about putting their energy, insight, and analytical prowess into work that matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in a people-focused, customer service role, software product support experience strongly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in all Microsoft Excel, including formulas and functions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in data manipulation and analysis in Excel is required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with accounting and/or bond math is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent analytical, problem-solving, and decision-making skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;BONUS experience with municipal debt or lease accounting is highly valued\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Empathetic, positive attitude with a commitment to our client’s success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized with a high level of accuracy and attention to detail is required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A strong sense of service and a passion for technology\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort in a fast moving startup environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be able to operate independently and effectively through periods of uncertainty, ambiguity and change\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to relate well to individuals and groups with widely varying backgrounds, perspectives, education and skills is required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree in Accounting or Finance preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;OUR “GOAT” VALUES:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt; Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt; Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE \u0026lt;/strong\u0026gt;\u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM \u0026lt;/strong\u0026gt;Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;WHY DEBTBOOK:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salaries plus equity (stock options) for all employees;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous leave policies (including unlimited PTO);\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities and tuition reimbursement;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family and wellness perks;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-person social events;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Top-of-the-line equipment, \u0026amp;nbsp;and a newly furnished office.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4139527005,"name":"CS - Support","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4734004005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4395635005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4734004005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBEAE","title":"Enterprise Account Executive","company_name":"DebtBook","first_published":"2026-09-15T12:02:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;WHO WE ARE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU’LL DO\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;As an Enterprise Account Executive, you will:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the full sales cycle from prospecting to closing, focusing on enterprise public sector organizations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceed monthly, quarterly, and annual revenue targets within your assigned territory.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct engaging value and solution-based presentations\u0026amp;nbsp; for finance leaders and key decision-makers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain consultative sales relationships with executives, finance teams, and other key stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the marketing, SDR, and partnership team to build a pipeline in your given territory.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively prospect and generate leads through outreach, networking, and collaboration with the SDR team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage a healthy pipeline in Salesforce CRM, keeping sales activities and forecasting up to date.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educate prospective clients on the value of the product suite and how it can solve their financial management challenges.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work cross-functionally with marketing and sales teams to refine strategic initiatives and drive demand.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Navigate procurement and contract negotiations to drive successful deal closures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure a seamless transition to the Customer Success team for implementation and onboarding\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU\u0026#39;LL BRING:\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A proven track record of 5-7 years as an account executive, or in similar new logo sales roles, preferably in SaaS.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing enterprise-level sales cycles\u0026amp;nbsp; with a focus on closing net new Public Sector customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with a structured sales methodology (Sandler, SPIN, Challenger, etc.) is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong value-selling skills with the ability to engage executive-level stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM tools like HubSpot, Salesforce, or equivalent.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and presentation skills, with the ability to articulate value propositions effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in forecasting your business to ensure it aligns with the broader communication stemming from leadership to our executive team and board.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort working in a fast-paced startup environment, thriving in moments of uncertainty, ambiguity, and change.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;OUR “GOAT” VALUES\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt; Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt; Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt; \u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM\u0026lt;/strong\u0026gt; Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHY DEBTBOOK\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salaries plus equity (stock options) for all employees;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies (including unlimited PTO);\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities and tuition reimbursement;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family and wellness perks;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-person social events;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stipends for remote workers to set up their ideal work space;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Top-of-the-line equipment,\u0026amp;nbsp; and a newly furnished office.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;","departments":[{"id":4139525005,"name":"SLS - Direct","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4512423005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4345199005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4512423005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBEAM26","title":"Enterprise Account Manager","company_name":"DebtBook","first_published":"2026-08-12T17:20:50-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;p-rich_text_section\u0026quot;\u0026gt;\n\u0026lt;h3\u0026gt;WHO WE ARE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;ABOUT THIS ROLE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;As an Account Manager specializing in cross-selling and up-selling, you will play a pivotal role in fostering strong client relationships and driving revenue growth. Your primary focus will be driving expansion revenue from our customer base, which will include renewing customers nearing the end of their contract term. This role requires a strategic mindset, strong commercial acumen, excellent communication skills, and a passion for delivering value to clients through tailored solutions.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU’LL DO\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build and nurture relationships with our valued clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand our customers’ business needs, challenges, and goals to identify cross-selling opportunities aligned with their objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complete renewals for your dedicated accounts on time.\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create account plans to deliver YoY revenue growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take a highly value based, strategic, relationship-oriented approach to selling additional DebtBook products.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely together with Customer Success to understand client usage patterns and behavior, in order to pinpoint up-selling possibilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keep up with product roadmap and releases, and confidently speak to new solutions provided by upcoming features and offerings.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with Customer Success teams to drive efficiencies, results, and improve customer health.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the contracting process including development of custom proposals and management of commercial negotiations for cross-sell, up-sell, and renewals.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU BRING\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A proven track record of at least 5 years in Sales/Account Management with consistent quota achievement, preferably selling into the office of the CFO.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ideally experience with renewals and cross-selling new products, preferably to C level executives.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to follow a value based selling framework, including performing discovery, scoping an ideal solution and delivering a business case for the purchase to C level executives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think strategically and identify opportunities for revenue growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in data analysis to drive decision-making.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly proficient communication skills, with the ability to effectively negotiate and close deals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A passion for learning. You’re genuinely curious and enjoy learning about and addressing customer needs.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly professional approach to your work with a dedication to delivering exceptional customer service.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;OUR “GOAT” VALUES\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHY DEBTBOOK\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salaries plus equity (stock options) for all employees;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies (including unlimited PTO);\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities and tuition reimbursement;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family and wellness perks;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-person social events;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Top-of-the-line equipment,\u0026amp;nbsp; and a newly furnished office.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;","departments":[{"id":4139523005,"name":"SLS - Account Management","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4612241005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4396368005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4612241005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBMMAE26 - 1","title":"Mid-Market Account Executive ","company_name":"DebtBook","first_published":"2025-09-24T14:48:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;WHO WE ARE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;ABOUT THIS ROLE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;DebtBook’s Sales team is seeking a highly motivated and results-driven Mid-Market Account Executive eager to make an impact by helping mid-sized organizations modernize their treasury and accounting management. As a Mid-Market Account Executive, you will be responsible for executing DebtBook’s Go-to-Market strategy within your assigned territory, focusing on building strong relationships with mid-market clients. Your primary objective will be to manage the full sales cycle and drive new business within the mid-market segment.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU’LL DO\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the full sales cycle from prospecting to closing, focusing on mid-market organizations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceed monthly, quarterly, and annual revenue targets within your assigned territory.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct engaging product demos for finance leaders and key decision-makers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain consultative sales relationships with executives, finance teams, and other key stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the marketing, SDR, and partnership team to build a pipeline in your given territory.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively prospect and generate leads through outreach, networking, and collaboration with the SDR team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage a healthy pipeline in HubSpot CRM, keeping sales activities and forecasting up to date.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educate prospective clients on the value of DebtBook’s product suite and how it can solve their financial management challenges.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work cross-functionally with marketing and sales teams to refine strategic initiatives and drive demand.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Navigate procurement and contract negotiations to drive successful deal closures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure a seamless transition to the Customer Success team for implementation and onboarding\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU BRING\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4-6 years of experience in a consultative sales environment, preferably in SaaS.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A proven track record of exceeding sales quotas in a net-new logo, full-cycle sales environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent storytelling and discovery skills with a talent for building trusted relationships and uncovering complex pain points.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in the financial software, FinTech, or public sector industries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A high degree of ownership and a relentless drive to build your own pipeline and business.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM software (e.g., Salesforce) and pipeline management.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience selling to state, local government, higher education, or healthcare organizations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A background in accounting or finance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with a land-and-expand sales motion.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with public finance accounting standards like GASB 87 and GASB 96.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;OUR “GOAT” VALUES\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHY DEBTBOOK\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salaries plus equity (stock options) for all employees;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies (including unlimited PTO);\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities and tuition reimbursement;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family and wellness perks;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-person social events;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Top-of-the-line equipment,\u0026amp;nbsp; and a newly furnished office.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4139525005,"name":"SLS - Direct","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4723296005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4404153005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4723296005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBMMAM","title":"Mid-Market Account Manager","company_name":"DebtBook","first_published":"2026-08-11T15:49:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;WHO WE ARE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOUT THIS ROLE\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Sales team is seeking a highly motivated and dynamic Mid-Market Account Manager who is dedicated to making a significant impact through their expertise and innovative approach. As a Mid-Market Account Manager, you will be responsible for driving the Go-to-Market strategy within your assigned territory, focusing on building and nurturing relationships with our smaller and emerging customers. Your primary objective will be to promote and sell DebtBook\u0026#39;s cutting-edge software solutions directly to these customers while renewing their existing book of business.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL DO\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Exceed monthly, quarterly, and annual revenue targets for your designated territory.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct engaging product demos for customers, including C-level decision-makers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the entire sales cycle and foster strong relationships with active opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate and up-to-date records of sales pipeline, contacts, and activities in Salesforce and other reporting tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain consultative sales relationships with key influencers at the senior management levels, as well as other stakeholders within the client\u0026#39;s organization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Aggressively engage in prospecting and lead generation activities within your territory.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Align with your CSM partners to ensure that your customer base is educated about the value of their existing products.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the marketing and sales teams to refine strategic initiatives and generate qualified leads.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Navigate the legal and procurement processes to facilitate successful deal closures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivate strong relationships with key internal resources to ensure seamless collaboration in meeting customer needs.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL BRING\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A proven track record of at 2-4 years in a consultative sales or business development environment with consistent quota achievement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preference will be given to candidates with experience in SaaS sales.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM tools like Hubspot, Salesforce, or equivalent.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to confidently present and interact with treasury department leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ambitious, driven, and resilient in the face of rejection.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable working in a fast-paced startup environment, thriving in moments of uncertainty, ambiguity, and change.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of and experience leveraging a sales methodology; preferably Sandler, SPIN or Gap\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience forecasting the deals in your pipeline on a regular cadence\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR “GOAT” VALUES\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt; Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt; Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt; \u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM\u0026lt;/strong\u0026gt; Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY DEBTBOOK\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salaries plus equity (stock options) for all employees;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies (including unlimited PTO);\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities and tuition reimbursement;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family and wellness perks;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-person social events;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Top-of-the-line equipment,\u0026amp;nbsp; and a newly furnished office.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;","departments":[{"id":4139523005,"name":"SLS - Account Management","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4734708005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4444017005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4734708005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBSDR26 - 1","title":"Sales Development Representative","company_name":"DebtBook","first_published":"2026-09-16T15:36:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHO WE ARE:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;As a Sales Development Representative at DebtBook, you will be on the front lines of our mission to empower public sector finance teams. This is a foundational role within our go-to-market organization, where you will be instrumental in identifying, engaging, and qualifying new business opportunities. You will serve as the first point of contact for prospective customers, engaging in high-impact conversations that will ultimately drive the growth of our business and help finance professionals across the country do their best work. This role is a perfect fit for a self-motivated, ambitious professional who is eager to launch a rewarding career in B2B SaaS sales.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the entire sales development lifecycle, from initial research to qualified opportunity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively research and identify new potential customers in the public sector, including local governments, higher education, and healthcare.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engage with inbound leads who have shown interest in DebtBook’s platform, qualifying their needs and assessing their fit for our solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct strategic outbound prospecting via cold calls, personalized emails, and social outreach to initiate conversations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Articulate DebtBook\u0026#39;s value proposition with precision and clarity, tailoring your message to resonate with the specific needs of public sector finance professionals who are navigating complex challenges like GASB 87 and GASB 96 compliance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with Account Executives to develop and execute on territory plans and sales strategies, ensuring a seamless handover of qualified opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consistently achieve and exceed weekly, monthly, and quarterly targets for pipeline generation and qualified meetings.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain meticulous records of all sales activities and customer information within our CRM system to help inform and optimize our go-to-market strategy.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A minimum of 1 year of professional working experience is required, with prior experience in a customer-facing or sales-related role being a significant advantage.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You are driven, self-motivated, and possess a growth mindset, with a strong desire to consistently meet and exceed performance metrics.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exemplary written and verbal communication skills are essential; you must be comfortable conducting conversations via phone and email.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You are highly organized with strong attention to detail, capable of managing multiple opportunities simultaneously.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A team-first mindset and a collaborative spirit are paramount to success.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You are adaptable and thrive in a fast-paced, dynamic environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You are curious and eager to learn about the complexities of public sector finance.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR “GOAT” VALUES\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt; Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt; Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt; \u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM\u0026lt;/strong\u0026gt; Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY DEBTBOOK\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salaries plus equity (stock options) for all employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies (including unlimited PTO)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities and tuition reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family and wellness perks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-person social events\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Top-of-the-line equipment,\u0026amp;nbsp; and a newly furnished office\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;","departments":[{"id":4139525005,"name":"SLS - Direct","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4731206005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4450321005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4731206005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBSDS26","title":"Senior Debt Specialist","company_name":"DebtBook","first_published":"2026-09-04T11:51:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;WHO WE ARE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;ABOUT THE ROLE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a highly motivated and enthusiastic Customer Success- Sr. Debt Specialist to join our growing team in Charlotte, NC. This critical role supports our most complex Debt implementations, offering strategic advisement to our customers and the implementation team. You will be essential in ensuring our local government, higher education, and healthcare customers successfully adopt and maximize the value of the DebtBook platform for their complex financial reporting needs.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU’LL DO\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as a subject matter expert and advisor on complex debt implementations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Join implementation scoping calls to understand data complexity and customer preferences for how their data should be structured.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with Customer Success Managers and Associates on how to structure customer data, translating complex debt management concepts into our application.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Customer Success on implementation project plans to ensure that complexity is fully accounted for and communicated and that agreed timelines are appropriate for the project.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide guidance to the implementation team on complex data reconciliation scenarios.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the data team on questions, limitations, and issues they may encounter.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a subject matter expert throughout the implementation, joining customer calls as needed throughout the process to explain implementation decisions and system functionality when outside of the standard scope of Customer Success expertise.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU’LL BRING\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A Bachelor\u0026#39;s degree in Finance, Accounting, Business, or a related field is highly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;4+ years of experience in municipal finance, with strong understanding of different types of debt issuances.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional project management and organizational skills with an uncompromising attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency in Microsoft Excel (pivot tables, V-Lookups, complex formulas) for managing and manipulating customer financial data.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and problem-solving skills with an ability to interpret complex financial workflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written and verbal communication skills, comfortable presenting to senior finance professionals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A growth-oriented mindset and a comfort working in a fast-paced, evolving startup environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Bonus:\u0026lt;/em\u0026gt; Experience with CRM (e.g., Salesforce) or Customer Success software (e.g., Gainsight).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;OUR “GOAT” VALUES\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt; Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN \u0026lt;/strong\u0026gt;Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt; \u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM\u0026lt;/strong\u0026gt; Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHY DEBTBOOK\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salaries plus equity (stock options) for all employees;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies (including unlimited PTO);\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities and tuition reimbursement;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family and wellness perks;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-person social events;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Top-of-the-line equipment,\u0026amp;nbsp; and a newly furnished office.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4006898005,"name":"Customer Success","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4317117005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4235354005,"location":{"name":"Charlotte NC"},"metadata":null,"id":4317117005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBPSPM26","title":"Senior Product Manager","company_name":"DebtBook","first_published":"2023-09-14T14:28:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;WHO WE ARE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;ABOUT THIS ROLE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;DebtBook\u0026#39;s Product team is responsible for designing and developing easy-to-use products that enable finance teams around the country to effectively manage their debt, cash, and investments.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Senior Product Manager to own the Cash \u0026amp;amp; Payments domain: bank connectivity, transaction data, cash positioning and forecasting, reconciliation, and the payment workflows that sit on top of them. This is the fastest-moving part of our platform and the part with the most external dependencies — bank file formats, aggregators, direct bank integrations, payment rails, and the operational reality of a treasurer who needs an accurate cash position before 10am.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will own strategy and execution for your area, not a backlog handed to you. You will define the roadmap, make the build/buy/partner calls on integrations, run early adopter programs with real customers and real bank data, and be accountable for adoption and revenue outcomes alongside GTM. You will work directly with engineering leads, design, Customer Success, Sales, and the executive team, and you will mentor Associate PMs and PMs in the domain.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You should want to become one of the most knowledgeable people in the country on how public sector treasury cash actually moves.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU’LL DO\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;As a Senior Product Manager you will:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the vision, strategy, and roadmap for Cash \u0026amp;amp; Payments, and defend the sequencing with evidence: customer discovery, usage data, win/loss, competitive position, and revenue impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own bank connectivity end to end — aggregators, direct bank feeds, and file-based ingestion (BAI2, CSV, ISO 20022) — including the tradeoffs between coverage, latency, data quality, and cost\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define and ship reconciliation and cash positioning capability: matching bank transactions against projected cash activity, exception handling, confidence signaling, and the workflows a treasury analyst uses every morning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own payment workflows and the controls around them: approval chains, segregation of duties, fraud controls (positive pay, payee positive pay), audit trail, and the compliance posture our customers\u0026#39; auditors will ask about\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write clear PRDs with explicit scope, non-goals, phasing, and acceptance criteria; be the single source of truth on what \u0026quot;done\u0026quot; means for your area\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Engineering leadership on architecture-level decisions that affect product outcomes — data model, ingestion pipeline, latency and reliability targets, and where to absorb complexity so customers don\u0026#39;t have to\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run early adopter programs: recruit customers, set entry and exit criteria, instrument the program, hold the gates, and make the honest call when evidence says slow down\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own migration and sunset paths when we replace incumbent capability, including customer commitments, timelines, and the risk register behind them\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define positioning, packaging, and pricing inputs for your domain with GTM, and equip Sales and CS with the narrative, proof, and objection handling they need to sell it\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Set and report on domain-level metrics — activation, match rate, time-to-position, exception volume, feed reliability — and be accountable for moving them\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be the executive-facing owner of your area: crisp status, real risk, no surprises\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor Associate PMs and PMs, and raise the bar on discovery quality, written clarity, and testing rigor across the domain\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Represent DebtBook credibly in front of customers, prospects, banks, and partners, including at conferences and on advisory calls\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU BRING\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited college or university, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5+ years in product management, with meaningful time on data-intensive or integration-heavy B2B products; you have shipped something that depended on somebody else\u0026#39;s file format and made it work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ownership of a product area with revenue or adoption accountability, not just feature delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluency with financial data: you can open a bank file, a cash forecast, and a transaction export, find where they disagree, and explain why\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong technical judgment; you can hold your own with engineers on API design, data pipelines, idempotency, and failure modes without being the engineer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written communication; your PRDs get read and your status updates are trusted\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort making decisions with incomplete information, stating assumptions, and revising publicly when the evidence changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct customer exposure as a habit, not an event; you run your own discovery calls\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience using AI tools in a real analytical or product workflow\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort in a fast-moving environment; able to operate effectively through periods of uncertainty, ambiguity, and change\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Preferred qualifications\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience in treasury, banking, payments, or public finance — TMS/ERP, bank portals, cash forecasting, bank data integration, or payment operations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on familiarity with bank file formats and connectivity (BAI2, ISO 20022, SFTP polling, aggregator APIs)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with payment rails and their operational realities (ACH, wires, RTP, check/positive pay)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with reconciliation or matching products, including deterministic and probabilistic matching and how to expose confidence to users\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience selling into or building for the public sector (cities, counties, school districts, utilities, transit authorities, public universities, health systems)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;SQL fluency; you pull your own data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with accounting standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience running early adopter, design partner, or beta programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with GitLab, Jira, or comparable tooling at scale\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;OUR “GOAT” VALUES\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt; Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt; Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt; \u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM\u0026lt;/strong\u0026gt; Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHY DEBTBOOK\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salaries plus equity (stock options) for all employees;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies (including unlimited PTO);\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities and tuition reimbursement;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family and wellness perks;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-person social events;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Top-of-the-line equipment,\u0026amp;nbsp; and a newly furnished office.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;","departments":[{"id":4139521005,"name":"PROD - Product Management","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4731320005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4420975005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4731320005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBENG26 - 2","title":"Senior Software Engineer","company_name":"DebtBook","first_published":"2026-09-04T14:37:51-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;WHO WE ARE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;ABOUT THIS ROLE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Senior Software Engineer who can exist in a fullstack environment. You will need to balance working on projects with your team and working across teams to implement improvements platform wide. Engineers at DebtBook work on products in multiple stages of maturity: we are enhancing some products that have been in use for years, we are launching new products, and we have some products that are in a more greenfield state.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a Senior Software Engineer to thrive within our Majestic Monolith of Ruby on Rails and React. You’ll strike a balance between driving impactful team initiatives and collaborating across the organization to enhance our entire platform. At DebtBook, our engineers touch the full lifecycle of product maturity—from refining established systems to architecting brand-new, greenfield solutions. As a senior member of the team, you will act as a bridge between various practice areas, providing mentorship to colleagues while leading efforts in system design, solution shaping, and decomposing complex epics into actionable tasks.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;HOW WE WORK\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Our application is a Majestic Monolith built with Ruby on Rails, React, and PostgreSQL.\u0026amp;nbsp; Our app is hosted in AWS, and we use GitLab for our CI/CD pipelines and deployments.\u0026amp;nbsp; We use feature flags to allow us to continually integrate our code.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Our front-end is built with React, TypeScript, and MUI React.\u0026amp;nbsp; We have an in-house library of accessible components documented in StoryBook.\u0026amp;nbsp; These components are being used in new development, and we are in the process of updating existing pages to use them.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Our back-end is a Ruby on Rails JSON API that communicates with a React SPA (single page application).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All of our engineers work on the front-end, back-end and database.\u0026amp;nbsp; We have some engineers who are much more experienced in one, but we can all do some work in any part of the stack.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have a small dedicated infrastructure team, but our teams deploy and monitor their own code.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engineers collaborate closely with product managers, designers, and industry specialists to understand problems and design solutions.\u0026amp;nbsp; Engineers manage breaking down work into tickets and planning and managing projects.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU’LL DO\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Participate in all stages of the SDLC: solution shaping, system design, ticket writing/breakdown, write full-stack code, review code, perform deployments, participate in monitoring, and gather data for reporting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the quality of your work.\u0026amp;nbsp; Write tests and work with your team to ensure everything works before merging and releasing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work cross-functionally on your team to ensure work is scoped to deliver quickly and deliver the right functionality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work collaboratively with other cross functional product-focused teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU’LL BRING\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4+ years of related professional experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Ruby or React\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Some familiarity with front-end and back-end web development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate complicated technical concepts well with teammates in all functions, including non-technical roles\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHY DEBTBOOK\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Location: Charlotte NC (Hybrid - Flexible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual salary range is $125,000-160,000 based on experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Up to 10% annual bonus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Equity (stock options) for all employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) with 4% employer match\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stipend for remote workers to set up their ideal work space\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual Company Onsite\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Interview Process\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;30 min - Introduction Call\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;60 min - Interview with Engineering Manager.\u0026amp;nbsp; Behavioral + Technical (Video call)\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Our technical assessment covers development using Rails, React, and SQL.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;2 hr - Onsite Interview with members from the Product, Design, and Engineering teams\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;This will be multiple panel interviews each containing 1-2 team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The engineering portion will include programming.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;OUR “GOAT” VALUES\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt; Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt; Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt; \u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM\u0026lt;/strong\u0026gt; Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;","departments":[{"id":4139513005,"name":"ENG - Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4734655005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4439042005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4734655005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBCSUC26-4","title":"Senior Treasury Adoption Consultant","company_name":"DebtBook","first_published":"2026-09-16T14:27:02-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;WHO WE ARE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;ABOUT THIS ROLE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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 apart 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU’LL DO\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;As a Senior Treasury Adoption Consultant you will:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage a book of business, primarily governmental treasury customers across the enterprise segment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a strong understanding of customer organization, including key stakeholders, and individual value drivers to maintain account health and identify needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand and assess value drivers that empower customers to maximize their investment in DebtBook\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively engage with customers (phone, email, online sessions) throughout the customer lifecycle and assess and validate account health\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educate customers on the value of new functionality and foster feature adoption\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optimize retention efforts by meeting with customers in advance of their renewal period to understand and address their needs, concerns, and goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with the account management team to identify opportunities for expansion\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as the voice of the customer internally, sharing customer feedback with the product team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify negative sentiment and risk factors for retention and drive strategies to mitigate risks\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU BRING\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of experience in a public finance-related or treasury-related role\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;4+ years of relevant work experience in industry or fintech SaaS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Accounting or finance background required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with ChurnZero or other CSM platforms, as well as strong analytical capabilities to understand context beyond KPIs and dashboards\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills to establish trust and credibility with members of the customer organization\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated, with strong project management and organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong desire to work with customers to demonstrate the value of the DebtBook application\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willingness and ability to become a product expert on cash, investment, and debt areas of the application\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A passion for technology and how it can transform organizations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort in a fast moving startup environment with shifting business demands\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;OUR “GOAT” VALUES\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt; Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt; Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt; \u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM\u0026lt;/strong\u0026gt; Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHY DEBTBOOK\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salaries plus equity (stock options) for all employees;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies (including unlimited PTO);\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities and tuition reimbursement;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family and wellness perks;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-person social events;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Top-of-the-line equipment,\u0026amp;nbsp; and a newly furnished office.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4006898005,"name":"Customer Success","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4731319005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4442869005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4731319005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBENG26 - 9","title":"Software Engineer","company_name":"DebtBook","first_published":"2026-09-04T14:35:49-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHO WE ARE:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;HOW WE WORK:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Our application is a Majestic Monolith built with Ruby on Rails, React, and PostgreSQL.\u0026amp;nbsp; Our app is hosted in AWS, and we use GitLab for our CI/CD pipelines and deployments.\u0026amp;nbsp; We use feature flags to allow us to continually integrate our code.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Our front-end is built with React, TypeScript, and MUI React.\u0026amp;nbsp; We have an in-house library of accessible components that is documented in StoryBook.\u0026amp;nbsp; Most of the components are built out and being used in new development, and we are in the process of implementing them throughout existing parts of the application.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Our back-end is a Ruby on Rails JSON API that communicates with a React SPA (single page application).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All of our engineers work on the front-end, back-end and database.\u0026amp;nbsp; We have some engineers who are much more experienced in one, but we can all do some work in any part of the stack.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have a small dedicated infrastructure team, but our teams deploy and monitor their own code.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engineers collaborate closely with product managers, designers, and industry specialists to understand problems and design solutions.\u0026amp;nbsp; Engineers\u0026amp;nbsp; write and manage breaking down work into tickets and owning the tickets.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Participate in all stages of the SDLC: solution shaping, system design, ticket writing/breakdown, write full-stack code, review code, perform deployments, participate in monitoring, and gather data for reporting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the quality of your work.\u0026amp;nbsp; Write tests and work with your team to ensure everything works before merging and releasing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work cross-functionally on your team to ensure work is scoped to deliver quickly and deliver the right functionality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work collaboratively with other cross functional product-focused teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of related professional experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Ruby or React\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Some familiarity with front-end and back-end web development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate complicated technical concepts well with teammates in all functions, including non-technical roles\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR “GOAT” VALUES:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt; Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt; Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt; \u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM\u0026lt;/strong\u0026gt; Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY DEBTBOOK:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Location: Charlotte NC (Hybrid - Flexible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual salary range is $90,000 - $125,000 based on experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Up to 5% annual bonus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Equity (stock options) for all employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) with 4% employer match\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual Company Onsite\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interview Process:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Intro call\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interview with an Engineering Manager (video call)\u0026lt;br\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Behavioral: projects you have worked on, how you work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical: hands-on planning, review, and coding; AI in the SDLC\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Onsite with the team\u0026lt;br\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Meet the Product, Engineering, and Design team you would be working with\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Including some hands-on technical work with engineering\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4139513005,"name":"ENG - Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4731318005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4431233005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4731318005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBENG26 - 4","title":"Software Engineering Manager ","company_name":"DebtBook","first_published":"2026-09-04T14:34:10-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHO WE ARE:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;HOW WE WORK:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We have a Majestic Monolith of Ruby on Rails, React, and PostgreSQL.\u0026amp;nbsp; It is hosted in AWS, and we use GitLab for pipelines and deployments.\u0026amp;nbsp; We use feature flags to allow us to continually integrate our code.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have a Ruby on Rails JSON API with a Single Page App using React, TypeScript, and MUI React.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Our engineers are full-stack.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have a small dedicated infrastructure team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engineers collaborate closely with product managers, designers, and subject matter experts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engineering Managers aren\u0026#39;t tied to particular products here.\u0026amp;nbsp; They manage engineers who are working on many different projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Managers coach engineers to lead planning, breakdown, and execution on projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leaders don\u0026#39;t do all the work, they do enough to know how to do it well, then they coach and delegate.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engineers lead projects before they are Senior.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We don\u0026#39;t expect perfect execution; we expect willingness to try new things and improvement over time.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ramp up as an IC for your first 90 days. You\u0026#39;ll ship code and be a technical lead on projects before taking on a team. This crash course is how you build the context to manage well here.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay hands-on so you can model good work, spot real problems, and ship alongside them when an extra hand is needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and remove blockers, improve processes to help make your team more effective, and help us get better outcomes faster.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Get people aligned and committed around the work we need to do.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Get your team to work directly with others across the org.\u0026amp;nbsp; Don\u0026#39;t shield your team from others.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Recruit engineers who help the team get better.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own onboarding. The hard work doesn\u0026#39;t stop after the offer is signed. Experienced hires should be highly productive, working independently, and leading work within 90 days.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead adoption of AI-assisted development.\u0026amp;nbsp; Use the tools yourself throughout the SDLC.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively coach your engineers to avoid unnecessary complexity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be in the weeds enough to know what is going well and what isn\u0026#39;t.\u0026amp;nbsp; Hold a high bar and give feedback quickly and directly.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6+ years of software engineering experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience getting results through your teammates — coaching and delegating to others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with some of Ruby on Rails, React, and SQL\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with front-end, back-end, and databases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience using AI-assisted development in a real engineering workflow — or genuine enthusiasm to go deep quickly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort operating in a high-growth environment where priorities shift and scope evolves\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience driving significant change. You have owned or contributed to meaningful changes, whether in one push or over time.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR “GOAT” VALUES:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt; Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt; Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt; \u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM\u0026lt;/strong\u0026gt; Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY DEBTBOOK:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Location: Charlotte NC (Hybrid - Flexible), not remote.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual salary range is $150,000-170,000 based on experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Up to 15% annual bonus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Equity (stock options) for all employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) with 4% employer match\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual Company Onsite\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Interview Process\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Interview with Hiring Manager (Engineering Leader) (Video call)\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Management: Development and delegation, managing change\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical: Hands on planning/review/coding, AI in SDLC\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Onsite Interview\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Meet with engineers who would be on your team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meet with Product and Design partners\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;","departments":[{"id":4139513005,"name":"ENG - Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/debtbook/jobs/4735120005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4455117005,"location":{"name":"Charlotte, NC"},"metadata":null,"id":4735120005,"updated_at":"2026-10-01T12:53:35-04:00","requisition_id":"DBSE26","title":"Solutions Engineer","company_name":"DebtBook","first_published":"2026-09-17T14:37:13-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;WHO WE ARE\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;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\u0026#39;s been waiting for modern infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU’LL DO\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Solutions Engineer will serve in a client-facing role that connects Sales, Product, CS and the public finance organizations we serve. You will partner with Account Executives and Account Managers throughout the sales cycle to understand prospective customers\u0026#39; needs, demonstrate relevant DebtBook capabilities, communicate the operational and financial value of the platform and help ensure proper handoff to Implementation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate has experience in solutions engineering, solution consulting, presales, treasury, public finance, banking, financial technology, or a related field. You should be comfortable learning complex financial workflows, presenting software to finance professionals, and translating technical product capabilities into clear business outcomes.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will develop proficiency across DebtBook\u0026#39;s solution suite - including Debt Management, Cash Management, Investment Management, Lease Management, and related add-on modules - while building deeper expertise in selected product areas. This role is well suited for someone who is intellectually curious, highly organized, comfortable working across teams, and motivated to become a trusted advisor to both customers and sales partners.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;As a Solutions Engineer, you will:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Account Executives and Account Managers to provide presales support for new customer acquisition and account expansion opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in discovery conversations to understand a prospect\u0026#39;s current processes, challenges, priorities, technical environment, and desired business outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and deliver tailored product demonstrations that connect DebtBook\u0026#39;s capabilities to each prospect\u0026#39;s specific operational needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate complex treasury, accounting and banking concepts in a clear and approachable manner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop working proficiency across the full DebtBook platform while serving as a subject-matter resource in assigned product areas.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with senior Solutions Engineers on multi-product, technically complex, or executive-level demonstrations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuously deepen your knowledge of DebtBook\u0026#39;s products, public-sector treasury operations, public finance, financial reporting requirements, and the broader competitive landscape\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHAT YOU\u0026#39;LL BRING\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Three or more years of relevant experience in solutions engineering, solution consulting, presales, financial technology, treasury, banking, public finance, enterprise software, or a related field.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience presenting software, financial concepts, workflows, or technical solutions to customers or internal stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ability to understand complex business processes and translate them into clear solution recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal, written, and visual communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Confidence presenting to finance professionals, operational stakeholders, and senior leaders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A consultative approach that prioritizes listening, thoughtful discovery, and alignment to customer outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organization and project-management skills, including the ability to manage multiple opportunities and deadlines simultaneously.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ability to collaborate effectively with Sales, Product, Engineering, Marketing, Legal, Finance, and Customer Success.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Intellectual curiosity and a willingness to develop expertise in treasury, debt, investments, accounting, banking integrations, and public-sector financial operations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort working in a fast-moving environment where processes and products continue to evolve.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A high degree of ownership, professionalism, responsiveness, and attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Certified Treasury Professional, Certified Public Accountant or other similar industry certifications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;SaaS product demonstrations, technical discovery, RFP responses, or value engineering.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial data integrations, APIs, SFTP connections, bank reporting files, or enterprise system implementations.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;OUR “GOAT” VALUES\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;GROW\u0026lt;/strong\u0026gt; Continuously\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OWN\u0026lt;/strong\u0026gt; Your Outcomes\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We follow through on our decisions and commitments with action.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ABOVE\u0026lt;/strong\u0026gt; \u0026amp;amp; Beyond\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We create moments of magic, surprising and delighting our customers at every touchpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We take pride in proactively doing the extra little things that set us apart, even when no one is watching.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TEAM\u0026lt;/strong\u0026gt; Over Ego\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;There is no task needed at DebtBook that is beneath any of us.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We work hard to be the teammate others want on their team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;WHY DEBTBOOK\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salaries plus equity (stock options) for all employees;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible work schedules and generous leave policies (including unlimited PTO);\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development opportunities and tuition reimbursement;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family and wellness perks;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-person social events;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Top-of-the-line equipment,\u0026amp;nbsp; and a newly furnished office.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;","departments":[{"id":4139525005,"name":"SLS - Direct","child_ids":[],"parent_id":null}],"offices":[{"id":4002251005,"name":"Debtbook-HQ","location":"1431 W Morehead St Suite 200, Charlotte, NC 28208","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null}],"meta":{"total":14}}