Associate Product Manager

DebtBook • Charlotte, NC

5d • Hybrid

About The Position

DebtBook's Product team is responsible for designing and developing easy-to-use products that enable finance teams around the country to effectively manage their debt, cash, and investments. We are looking for a detail-obsessed, highly-collaborative Associate Product Manager to support our Cash products — bank connectivity, cash positioning, cash forecasting, reconciliation, and payment workflows. You will be the connective tissue between our customers, Customer Success, and Product & Engineering: turning real bank data and customer feedback into product improvements and ensuring new customers are onboarded with accurate data. This is a hands-on role. You will work with the guidance and mentorship of Product Directors and PMs, executing within established playbooks and procedures while building the judgment and domain expertise — treasury operations, bank data, cash workflows — to operate with increasing independence. If bank files, cash positions, and the question of why two numbers don’t match are the kind of problem you want to spend your days on, this is the role.

Requirements

• Bachelor’s degree from an accredited college or university, or equivalent experience
• 1–3 years of experience in an analyst, finance, or product role — or strong internship/co-op experience with demonstrated analytical rigor; this is an early-career role and we’ll teach you the domain
• Proficiency in Excel and data analysis, with comfort working with large, messy datasets; you can reconcile two files that disagree and explain why
• Exceptional attention to detail — you notice when a number is off by a few cents, and it bothers you until you know why
• Strong written communication; you can turn a confusing customer report into a crisp problem statement
• Curiosity about how money actually moves and a willingness to go deep on treasury concepts (bank accounts and account structures, transaction types, ACH and wires, cash positions, cash forecasting) — prior knowledge is a plus, but genuine interest is required
• Experience using AI tools in a real analytical workflow — or genuine enthusiasm to go deep quickly
• Motivated and proactive, with strong teamwork skills and an eagerness to learn and adapt
• Comfort in a fast-moving environment; able to operate effectively through periods of uncertainty, ambiguity, and change

Nice To Haves

• Exposure to treasury, banking, payments, or public sector finance (cash positioning, cash forecasting, bank data integration, bank portals, treasury or payment operations)
• Familiarity with bank data formats and delivery (BAI2, CSV exports, ISO 20022, SFTP or API feeds)
• Familiarity with payment workflows and rails (ACH, wires, RTP, check and positive pay)
• Basic understanding of the product development lifecycle and familiarity with project management tools (e.g., GitLab, Jira)
• SQL or scripting skills for data analysis
• Experience with B2B SaaS products or product analytics tools
• Experience onboarding or supporting customers on external data feeds or integrations

Responsibilities

• Support early-adopter and customer calls, preparing bank data and analysis ahead of time and capturing structured notes on what treasury teams actually need
• Support the Product team with data collection and analysis — product usage, customer feedback, and support trends that inform roadmap prioritization
• Assist PMs with product research, market analysis, and requirements, drafting user stories and acceptance criteria under their direction
• Help maintain and improve internal tooling, templates, and repeatable processes (including AI-assisted workflows) that make bank onboarding and analysis faster with every customer
• Field product and data questions from Customer Success, Sales, and Support, building stable working relationships across teams and steadily becoming a go-to resource on how our Cash products work under the hood
• Analyze and map customer bank data during onboarding and implementation — bank exports, BAI2 and CSV files, account structures, transaction codes, and cash projection inputs — following established playbooks and partnering with Customer Success to get customers live quickly and accurately
• Help diagnose bank feed and file issues: missing days, changed formats, unexpected transaction types, duplicate activity, and accounts that stop reporting
• Investigate reconciliation exceptions, working out why bank transactions and projected cash activity disagree and turning the pattern you find into a product improvement
• Own testing for the products you support, writing clear and reusable test cases that cover standard flows, edge cases, and failure scenarios, and building the test data (bank files, account and transaction variations) needed to validate them
• Reproduce and document product defects and data issues, writing clear, well-structured tickets that engineers can act on without a second round of questions
• Validate fixes and confirm expected behavior before release, acting as a quality checkpoint alongside Engineering
• Own part of the Go to Market motion of your Product Domain by keeping help center content and walkthrough videos current as functionality ships, so customers and internal teams are working from accurate documentation
• Share a regular read on product usage, customer feedback, and notable trends with Product and go-to-market teams

Benefits

• 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
• In-person social events
• Top-of-the-line equipment, and a newly furnished office

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level