Treasury Product Analyst

WHO WE ARE

DebtBook is an industry-leading fintech software platform that revolutionizes the way local governments, higher education, healthcare organizations and their finance teams work. Our powerful, cloud-based software helps these organizations manage all aspects of their debt, leases, and subscriptions, streamline financial reporting, and share information simply with others.

JOB OVERVIEW

DebtBook is seeking a Treasury Product Analyst to join our Product team and play a critical role in supporting Customer Success functions, specifically implementation, onboarding, and customer support for our Treasury products.

In this role, you will partner closely with the Customer Success team to ensure new customers are successfully onboarded, product questions are addressed promptly, and feedback is translated into product improvements. You’ll help troubleshoot issues, guide customers through best practices, and maintain the integrity and functionality of Treasury features. 

In this role you will:

• Support ongoing product functionality by addressing customer inquiries, troubleshooting issues, and ensuring product effectiveness.
• Assist in the implementation process for new customers, ensuring a smooth transition and successful adoption of treasury-related features.
• Educate clients on the capabilities and best practices for utilizing the Treasury portions of the application.
• Work with the customer success team to prioritize customer feedback and inform future product updates.
• Provide internal support by educating team members on product functionality, both current and planned, and financial concepts.
• Contribute to process improvements that enhance customer experience and operational efficiency.
• Manage the relationship with our Data Team for the treasury side of the product.

What you will bring:

• Bachelor’s degree in Finance, Business Administration, or a closely related field.
• Strong problem-solving skills and ability to provide effective solutions for customers.
• Proficiency in Microsoft Excel 
• Excellent verbal and written communication skills with the ability to convey complex financial concepts clearly.
• Strong collaboration skills, with a willingness to work across teams to drive success.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• A coachable and curious mindset with a passion for technology and innovation.
• An empathetic, customer-focused attitude with a commitment to delivering value to customers.

 

 

OUR “GOAT” VALUES

GROW Continuously 

● We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.

● We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.

● We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes 

● We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.

● We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.

● 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.

● We follow through on our decisions and commitments with action.

ABOVE & Beyond 

● We create moments of magic, surprising and delighting our customers at every touchpoint.

● We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.

● We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

● There is no task needed at DebtBook that is beneath any of us.

● We work hard to be the teammate others want on their team.

● We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

 

WHY DEBTBOOK

DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

When it comes to benefits and perks, we are co