Senior Implementation Manager

Senior Implementation Manager

Charlotte, NC

Who We Are

DebtBook is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on DebtBook.

We've built the most sophisticated treasury platform in public finance sitting at the intersection of treasury management and a $4 trillion fixed income market that's been waiting for modern infrastructure.

About This Role

The Senior Implementation Manager leads the design, configuration, and delivery of the DebtBook Treasury Management System. We're looking for an experienced candidate to deliver cash, investment, and debt solutions that empower our enterprise-level customers to gain more control over their treasury and liquidity operations. As part of our Customer Success team, you will make an impact as you take on assignments working with various government and nonprofit finance teams and deliver implementation projects to set customers up for success. You will be responsible for engaging DebtBook customers at all levels of their organization to promote the full and referenceable adoption of the DebtBook TMS.

What You'll Do

• Manage an implementation book of active projects across the enterprise segment
• Ensure a seamless implementation experience by facilitating the transfer of customer data, provisioning the profile, and setup production functions
• Manage the full implementation lifecycle
• Identify and mitigate delivery risks and maintain ongoing project oversight
• Establish DebtBook best-practice business system design and mitigate as delivery risks
• Collaborate with internal DebtBook resources (Operations, Product, etc.) and coordinate with external integration partners like banks
• Proactively communicate with customers and stakeholders throughout the project
• Supply high-quality training to customers on product functionality to foster production adoption and high-rate of platform use
• Act as the voice of the customer internally at DebtBook
• Take ownership over the implementation process to drive efficiencies, and continuously improve the overall customer onboarding experience

What You Bring

• 3+ years of relevant implementation experience
• Treasury or finance background required
• Strong communication skills to establish trust and credibility with members of the customer organization
• Self-motivated, with strong project management and organizational skills
• Strong desire to work with customers to demonstrate the value of the DebtBook application
• Willingness and ability to become a product expert on cash, investment, and debt areas of the application
• A passion for technology and how it can transform organizations
• Comfort in a fast moving startup environment with shifting business demands

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 committed to supporting our employees' well-being to make their lives better, both in and out of the office. We offer:

• Competitive salaries plus equity (stock options) for all employees;
• Comprehensive health, dental, and vision insurance, 401(k) with employer match (100% match on the first 3% and 50% match on the next 2%)
• Generous leave policies (including unlimited PTO)
• Professional development opportunities and tuition reimbursement
• Family and wellness perks

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.