Full-Time

Marketing Operations Associate

Posted on 8/22/2025

DebtBook

DebtBook

51-200 employees

Fintech SaaS for debt, leases, subscriptions

No salary listed

Charlotte, NC, USA

In Person

Category
Growth & Marketing (1)
Required Skills
Power BI
Hubspot
Tableau
Salesforce
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in Business Administration, Finance, or a related field
  • 2–4 years of experience in marketing operations in a B2B SaaS environment
  • Deep experience with HubSpot, and strong knowledge of Salesforce, and reporting tools like Excel, Tableau, or Power BI
  • Ability to function independently with a high degree of accuracy and accountability in a fast-paced environment
  • Ability to work both independently and as part of a team
  • Strong analytical skills with the ability to turn data into actionable insights
  • Excellent communication and project management skills; detail-oriented and organized
  • Self-starter with a growth mindset; thrives in a fast-paced, collaborative environment
Responsibilities
  • Administer and optimize marketing platforms (e.g., HubSpot, Highspot, Salesforce, Asana), ensuring tool integration and performance
  • Manage lead flow, routing rules, and alignment with Sales to ensure timely follow-up and lead quality
  • Monitor and improve lead scoring models and attribution processes to reflect engagement and funnel
  • Maintain clean, enriched, and well-structured marketing data to support effective targeting and segmentation
  • Create dashboards and reports to track marketing performance, campaign ROI, and month-end metrics
  • Collaborate with the broader Marketing team to launch and track multi-channel campaigns, including building and launching emails, landing pages, forms, and blog posts using HubSpot, ensuring consistent execution and branding
  • Own webinar setup, coordination, and performance tracking from end to end
  • Develop and maintain SOPs, identify workflow bottlenecks, and recommend automation or tools to improve processes
  • Support the marketing team with list management, insights, and operational guidance to maximize campaign effectiveness
  • Other duties as assigned.
Desired Qualifications
  • Experience in a fast-paced, collaborative environment
  • Ability to thrive in a growth-oriented culture

DebtBook is a SaaS platform for managing debt, leases, and subscriptions with a focus on public-sector finance. It provides a collaborative, cloud-based solution that automates routine tasks, improves accuracy, and replaces spreadsheets for debt, lease, and subscription management. The platform includes strong compliance tools to simplify GASB rules, especially GASB 96 for subscription-based IT arrangements, and offers robust reporting with quick, clear dashboards and charts. By delivering automation, collaboration, and regulatory compliance in one system, DebtBook aims to help treasurers, accountants, and finance professionals work more efficiently and make informed decisions. Its subscription model creates steady recurring revenue and supports ongoing improvements to the platform.

Company Size

51-200

Company Stage

Series A

Total Funding

$23.7M

Headquarters

Charlotte, North Carolina

Founded

2019

Simplify Jobs

Simplify's Take

What believers are saying

  • Colorado and Pennsylvania deployments validate enterprise adoption in largest public-sector markets.
  • Partnerships with Rehmann and MBIS expand channel reach and cross-sell opportunities.
  • Cash management software launch and AI features increase platform stickiness and upsell potential.

What critics are saying

  • Pennsylvania and Colorado implementations face execution risk; delays trigger penalties and reputation damage.
  • Tyler Technologies launches competing module bundled into dominant ERP, undercutting pricing.
  • AI Contract Processing generates incorrect GASB 96 classifications, triggering audit failures and liability.

What makes DebtBook unique

  • Purpose-built for public sector with GASB 87/96 compliance automation built-in.
  • Centralized platform replacing spreadsheets across multiple government agencies and entities.
  • AI Contract Processing and Sizing features enable in-house debt structuring analysis.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Unlimited Paid Time Off

Flexible Work Hours

Professional Development Budget

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

3%

1 year growth

-1%

2 year growth

-2%
DebtBook
Mar 17th, 2026
Colorado Department of the Treasury selects DebtBook to centralize Debt Management across state entities.

Colorado Department of the Treasury selects DebtBook to centralize Debt Management across state entities. CHARLOTTE, NC, March 17, 2026 - DebtBook, a leading provider of treasury and accounting software for government and nonprofit finance teams, today announced that the Colorado Department of the Treasury has selected DebtBook's Debt Management solution to centralize and modernize how the State manages debt across state government, agencies, and higher education institutions. As Colorado's financing activity spans multiple entities and stakeholders, maintaining clear visibility into debt obligations and reporting requirements is critical. The State sought a modern platform that could centralize debt information, streamline reporting processes, and reduce reliance on spreadsheets. "DebtBook will give us a centralized platform to manage debt across the State and its related entities, which helps bring greater structure and consistency to how we track and report on obligations," said James Eke, Debt Manager at the Colorado Department of the Treasury. "Having reliable data in one place will help minimize spreadsheet risk, streamline reporting, and make it easier to evaluate financing opportunities as they arise." DebtBook will enable the Colorado Department of the Treasury to centralize debt records, automate amortization schedules, and generate consistent, audit-ready reports. The platform will also support analysis of potential financings and refundings, helping the State more easily compare scenarios and evaluate strategic funding decisions. DebtBook will be used by stakeholders across multiple offices, including the State Treasury, the Controller's Office, and the Attorney General's Office. "We're honored to support the Colorado Department of the Treasury as they modernize how debt is managed across the State," said Tyler Traudt, Co-Founder and CEO of DebtBook. "DebtBook helps teams reduce operational risk, improve reporting efficiency, and make more informed financial decisions." In addition to debt management, Colorado has also implemented DebtBook's Lease and Subscription Management solutions to automate compliance workflows related to GASB 87 and GASB 96. About the Colorado Department of the Treasury The Colorado Department of the Treasury safeguards and manages the financial resources of the State of Colorado. The Treasury is responsible for investing public funds, managing state debt, and supporting the State's financial operations in a manner that promotes transparency, accountability, and fiscal responsibility. https://treasury.colorado.gov/ About DebtBook DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and break through operational barriers to unlock strategic insights. Its Debt, Cash, and Investment Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Its Lease & Subscription Management solutions give accounting teams hours back to their day by automating GASB 87, ASC 842, and GASB 96 compliance workflows, and its Contract Management solution centralizes all post-signature agreements. Visit DebtBook.com to see why more than 2,000 organizations nationwide work with DebtBook. Media Contact Marcus Emanuel [email protected]

EIN Presswire
Dec 2nd, 2025
Commonwealth of Pennsylvania Selects DebtBook to Modernize Financial Planning Workflows

Commonwealth of Pennsylvania selects DebtBook to modernize financial planning workflows. CHARLOTTE, NC, UNITED STATES, December 2, 2025 / EINPresswire.com / - DebtBook, a leading provider of treasury and accounting software for government and nonprofit finance teams, today announced that the Commonwealth of Pennsylvania ("the Commonwealth") has selected its Debt Management solution, including Debt Accounting and Sizing tools, to streamline debt management, simplify year-end reporting, and support long-term financial planning. By adopting DebtBook's integrated debt accounting capabilities, the Commonwealth aims to modernize key reporting workflows and to improve financial operations. DebtBook's Sizing functionality will also support the Commonwealth's strategic planning around future issuances, allowing finance teams to structure debt more effectively and evaluate borrowing scenarios in real time. "We're proud to partner with the Commonwealth of Pennsylvania and support their team in advancing critical services for residents across the state through a more strategic and streamlined approach to debt management," said Tyler Traudt, CEO and Co-Founder of DebtBook. "By leveraging DebtBook, the Commonwealth is strengthening its financial operations and building a strong foundation for future planning." About The Commonwealth of Pennsylvania The Commonwealth of Pennsylvania is home to more than 13 million residents and serves as a major economic and cultural hub within the Mid-Atlantic region. From its capital in Harrisburg to metropolitan areas like Philadelphia and Pittsburgh, the state advances public services in infrastructure, education, and health. With a commitment to fiscal responsibility and operational integrity, Pennsylvania combines historic roots with modern governance to meet the needs of a diverse and evolving population. Learn more: pa.gov About DebtBook DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and break through operational barriers to unlock strategic insights. Our Debt, Cash, and Investment Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease & Subscription Management solutions give accounting teams hours back to their day by automating GASB 87, ASC 842, and GASB 96 compliance workflows, and our Contract Management solution centralizes all post-signature agreements. Visit DebtBook.com to see why more than 2,100 organizations nationwide work with DebtBook.

Yahoo Finance
Apr 10th, 2025
DebtBook Launches AI Contract Processing to Accelerate Lease and Subscription Management

DebtBook launches AI Contract Processing to accelerate Lease and Subscription Management.

EIN News
Mar 18th, 2025
DebtBook Partners with Rehmann to Enhance Customer Value and Experience

By integrating Rehmann's services with DebtBook's cloud-based Debt Management, Cash Management, Lease Management, and Subscription Management solutions, mutual customers will benefit from streamlined processes and improved data management.

Your Tech CFO
Feb 26th, 2025
DebtBook Launches 'Sizing' for Smarter Debt Management

DebtBook has launched 'Sizing,' a powerful new feature designed to help government and nonprofit treasury team's structure, compare, and analyze financing options, all within a single platform.

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