Full-Time

Sales Development Representative

Posted on 9/4/2026

DebtBook

DebtBook

51-200 employees

Fintech SaaS for debt, leases, subscriptions

No salary listed

Charlotte, NC, USA

In Person

Category
Sales & Account Management (1)
Required Skills
Cold Calling
CRM

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Requirements
  • 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.
  • The candidate must be driven, self-motivated, and possess a growth mindset with a strong desire to meet and exceed performance metrics.
  • The candidate must have strong written and verbal communication skills and be comfortable conducting conversations via phone and email.
  • The candidate must be highly organized with strong attention to detail and capable of managing multiple opportunities simultaneously.
  • The candidate must have a team-first mindset and collaborative spirit.
  • The candidate must be adaptable and able to thrive in a fast-paced, dynamic environment.
  • The candidate must be curious and eager to learn about the complexities of public sector finance.
Responsibilities
  • Own the entire sales development lifecycle, from initial research to qualified opportunity.
  • Proactively research and identify potential customers in the public sector, including local governments, higher education, and healthcare.
  • Engage with inbound leads who have shown interest in the platform, qualify their needs, and assess their fit for the solutions.
  • Conduct strategic outbound prospecting via cold calls, personalized emails, and social outreach to initiate conversations.
  • Articulate the company's value proposition with precision and clarity, tailoring messaging to the needs of public sector finance professionals navigating GASB 87 and GASB 96 compliance.
  • Partner closely with Account Executives to develop and execute territory plans and sales strategies and ensure a seamless handover of qualified opportunities.
  • Achieve and exceed weekly, monthly, and quarterly targets for pipeline generation and qualified meetings.
  • Maintain records of sales activities and customer information within the customer relationship management system to inform and optimize the go-to-market strategy.
Desired Qualifications
  • Prior experience in a customer-facing or sales-related role.

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

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Simplify Jobs

Simplify's Take

What believers are saying

  • Pennsylvania selected DebtBook on December 2, 2025, expanding enterprise-state penetration.
  • PFM partnered with DebtBook on February 18, 2026, broadening distribution through advisors.
  • DebtBook says over 2,100 organizations use it; June 2026 launches widen upsell.

What critics are saying

  • Headcount fell roughly 1%-2% during 2025-2026, signaling operating leverage pressure.
  • Public finance sales depend on slow procurement cycles; missed approvals delay revenue recognition.
  • If Insights disappoints auditors, conservative treasuries revert to spreadsheets and incumbent systems.

What makes DebtBook unique

  • DebtBook centralizes debt, cash, investments, leases, and subscriptions for public finance teams.
  • Colorado Treasury chose DebtBook on March 17, 2026, validating statewide workflow depth.
  • Insights, launched June 25, 2026, computes audit-ready metrics from customer data.

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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

0%

2 year growth

-3%
Business Wire
Jun 25th, 2026
DebtBook launches AI-powered Insights for public finance treasury teams

DebtBook, a treasury and accounting software provider for government and nonprofit organisations, has launched Insights, an AI intelligence layer for its Treasury Management System. The platform provides treasury teams with a unified view of their cash, debt and investments through a daily briefing dashboard. Insights includes Marty, an AI analyst that answers natural-language questions about an organisation's financial data. All metrics are computed directly from customer data rather than AI-generated, ensuring accuracy for audit purposes. The system provides context-rich answers with traceability links. The feature is rolling out to DebtBook's TMS customers, with additional capabilities coming in following weeks. DebtBook serves over 2,100 state and local government, higher education, healthcare and nonprofit organisations nationwide.

Yahoo Finance
Jun 25th, 2026
DebtBook launches Insights, bringing purpose-built AI to public finance treasury teams.

DebtBook launches Insights, bringing purpose-built AI to public finance treasury teams. Business Wire New intelligence layer delivers a unified view of cash, debt, and investments, helping finance leaders identify risks and opportunities with confidence. CHARLOTTE, N.C., June 25, 2026-(BUSINESS WIRE)-DebtBook, a leading provider of treasury and accounting software for government and nonprofit organizations, today announced the launch of Insights, an AI intelligence layer built into its Treasury Management System (TMS). Insights gives treasury and finance teams a single, AI-powered view of their complete financial position - a daily briefing and dashboard across cash, debt, and investments, plus Marty, an AI analyst that answers questions about an organization's own data in plain language. Insights provides an executive-level overview that replaces multi-module navigation with a single screen. Each morning, users land on a daily briefing, top-line KPI cards, and domain views across cash, debt, and investments, each paired with AI-generated insight callouts that surface what needs attention, from excess cash ready to deploy to upcoming debt payments, reinvestment opportunities, and unhedged rate exposure. Paired with Insights is Marty, DebtBook's AI analyst. Marty answers natural-language questions against an organization's live financial data - such as "What is today's consolidated cash position across all banks?" or "What bonds are callable in the next year?" - and returns context-rich answers linked to the relevant views inside the application. "AI has the opportunity to transform public sector finance, but only if it's applied correctly to address the unique needs of our customers," said Tyler Traudt, Chief Executive Officer of DebtBook. "With Insights, every number is computed directly from a customer's own data, and the AI interprets and narrates what those numbers mean. We're excited to become a system of insight for our thousands of customers to help them execute at the next level." In public finance, careers and communities depend on data accuracy. Because of that, numbers within Insights are never AI-generated. Every metric is computed deterministically from the customer's data. Chat answers carry as-of dates and link back to the in-app views behind them, and the system is designed for traceability so teams can show exactly how any answer was derived. "Public finance teams manage public money under audit scrutiny, so trust has to come first," said Brendan Mannion, Vice President of Product at DebtBook. "Insights does the slow, error-prone work of pulling your debt, cash, and investment position into one current picture - but it never makes the call. There are points where a person, not the model, has to make the decision, and that's deliberate. AI does the gathering; people do the judging."

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 News
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.