Customer Success Jobs in Charlotte

Customer Success Analyst

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. About this Role We are looking for a highly motivated and enthusiastic Customer Success Analyst to join our growing team. The Customer Success team is looking for an individual who is passionate about delivering an outstanding customer experience, and is eager to help customers maximize the value of our products. You will play a critical part in the implementation and ongoing management of our products with new and existing customers. What You'll Do Work with our Data and Customer Success teams to review source documents and correct information uploaded during the implementation process. Work in Excel to reconcile system-calculated schedules with customer source data. Provide operational and quality support for ongoing customer data updates (Premium Support), working closely with both the data team and CSMs and communicating updates to customers as necessary. Ensure a seamless onboarding experience by facilitating the transfer of customer data, provisioning accounts, and overseeing setup processes. Track key project metrics, including status, risks, timelines, and customer expectations, to ensure smooth execution and proactive issue resolution. Assist Customer Success Managers with customer account configuration to align with customer organizations' accounting standards and practices. Partner closely with Customer Success Managers to ensure that implementations run smoothly and milestones are met. Track and assist in reporting on implementation status for the team. What You Bring Highly organized with a high level of accuracy and attention to detail Strong skills in Microsoft Excel, including formulas and functions Affinity for math, understanding how inputs affect schedule calculations Excellent analytical, problem-solving, and decision-making skills Demonstrates ability to relate to individuals and groups with widely varying backgrounds, perspectives, education, and skills Comfortable working in a fast-paced startup environment, thriving in moments of uncertainty, ambiguity, and change. Growth-oriented mindset, eager to learn and continuously improve. Ability to multi-task and balance various projects and deadlines simultaneously Empathetic and positive attitude with a commitment to driving customer success. Finance and accounting background preferred Why DebtBook When it comes to benefits and perks, we are committed to supporting our employees' well-being to make their lives better, both in and out of the office. We offer: Competitive salaries plus equity (stock options) for all employees; Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match Flexible work schedules and generous leave policies (including unlimited PTO) Professional development opportunities and tuition reimbursement Family and wellness perks Top-of-the-line equipment and a newly furnished office DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.*

Customer Success Analyst

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. About this Role We are looking for a highly motivated and enthusiastic Customer Success Analyst to join our growing team. The Customer Success team is looking for an individual who is passionate about delivering an outstanding customer experience, and is eager to help customers maximize the value of our products. You will play a critical part in the implementation and ongoing management of our products with new and existing customers. What You'll Do Work with our Data and Customer Success teams to review source documents and correct information uploaded during the implementation process. Work in Excel to reconcile system-calculated schedules with customer source data. Provide operational and quality support for ongoing customer data updates (Premium Support), working closely with both the data team and CSMs and communicating updates to customers as necessary. Ensure a seamless onboarding experience by facilitating the transfer of customer data, provisioning accounts, and overseeing setup processes. Track key project metrics, including status, risks, timelines, and customer expectations, to ensure smooth execution and proactive issue resolution. Assist Customer Success Managers with customer account configuration to align with customer organizations' accounting standards and practices. Partner closely with Customer Success Managers to ensure that implementations run smoothly and milestones are met. Track and assist in reporting on implementation status for the team. What You Bring Highly organized with a high level of accuracy and attention to detail Strong skills in Microsoft Excel, including formulas and functions Affinity for math, understanding how inputs affect schedule calculations Excellent analytical, problem-solving, and decision-making skills Demonstrates ability to relate to individuals and groups with widely varying backgrounds, perspectives, education, and skills Comfortable working in a fast-paced startup environment, thriving in moments of uncertainty, ambiguity, and change. Growth-oriented mindset, eager to learn and continuously improve. Ability to multi-task and balance various projects and deadlines simultaneously Empathetic and positive attitude with a commitment to driving customer success. Finance and accounting background preferred Why DebtBook When it comes to benefits and perks, we are committed to supporting our employees' well-being to make their lives better, both in and out of the office. We offer: Competitive salaries plus equity (stock options) for all employees; Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match Flexible work schedules and generous leave policies (including unlimited PTO) Professional development opportunities and tuition reimbursement Family and wellness perks Top-of-the-line equipment and a newly furnished office DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.*

Supervisor, Customer Success Team (Onsite - Relocation Assistance Available)

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of cryp

Concierge, Customer Success Team

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of cryp

Customer Success Specialist

Customer Success Manager

Individuals in the Customer Success Manager role have a passion for technology and the ambition to dive head-first into new challenges. We are looking for someone who can thrive with a high level of ambiguity and operate autonomously while maintaining a customer centric approach and helping to build the program. In this role you will also become a main point of contact for MongoDB end users by leveraging your technical and account management skills as well as acting as the account team leader across Sales, Professional Services, Solutions Architects, etc. This role can be based hybrid out of our Austin, TX or Charlotte, NC offices. Our ideal candidate will have- 7+ years experience working in Customer Success, Account Management, Client Services or other similarly customer-centric role - A background and passion for advocating on behalf of your customers - this role should act as an extension of our customers team within MongoDB - A mind for technology - we’ll teach you about MongoDB a

Customer Success Analyst

Create a Job Alert Level-up your career by having opportunities at DebtBook sent directly to your inbox. Job Customer Success Analyst Charlotte, NC Product Marketing Manager Senior Field Marketing Manager Mid Market Account Manager Account Executive - Treasury Enterprise Account Executive Mid-Market Account Executive - Higher Education Sales Development Representative

Supervisor, Customer Success Team

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of cryp

Supervisor, Customer Success Team (Onsite - Relocation Assistance Available)

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of cryp

Concierge, Customer Success Team

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of cryp