Events

• Plan and execute regional trade shows, ensuring consistent, high‑quality brand representation (typically planning-focused, minimal onsite travel).
• Support national conferences and flagship events, including onsite assistance as needed.
• Coordinate internally with marketing, sales, product, and leadership to align messaging, materials, and event requirements.
• Manage logistics and vendors, including shipping, booth materials, inventory, and event deliverables.
• Maintain event timelines and documentation, supporting multiple events simultaneously with accuracy and attention to detail.
• Assist with budget and expense tracking, including invoices and cost reporting.
• Provide onsite event support for large‑scale events and select customer or internal meetings (approx. 20–30% travel).

Events Coordinator

Data Analyst

• Analyze raw data from various sources including sales, customer engagement, website traffic, social media platforms and other marketing/sales technologies.
• Interpret data to identify trends, patterns, and insights relevant to marketing strategies and objectives.
• Collaborate with cross-functional teams to understand business requirements and provide data-driven recommendations.
• Develop and maintain dashboards, reports, and visualizations to communicate key findings and metrics.
• Assist in the implementation of data collection methods, ensuring accuracy and consistency of data.
• Conduct ad-hoc analysis to address specific marketing questions or challenges.
• Stay updated on industry trends, best practices, and emerging technologies in data analytics and marketing.
• Participate in meetings and presentations to share insights, findings, and recommendations with stakeholders.
• Support Director of Marketing Ops & Demand Gen in data modeling, segmentation, and predictive analytics projects.
• Contribute to the continuous improvement of data analysis processes and methodologies within the marketing team.

Marketing Data Analyst

QA Engineer

• Author and execute comprehensive data validation test suites for data warehouse systems, ETL processes, and database integrity to deliver accurate, high‑quality data solutions on time.
• Follow standard operating procedures, validate data accuracy and transformation logic, track and close data‑related defects, and document evidence across multiple environments (dev, test, pre‑prod, prod).
• Mentor QA engineers and collaborate with cross‑functional teams to ensure high‑quality data warehouse solutions meet company commitments.
• Partner with product, engineering, and internal teams for support, training, and knowledge transfer on database and data warehouse testing best practices.
• Identify and drive improvements in data testing processes and automation.
• Review and provide feedback on technical documentation for data pipelines, ETL processes, and database schemas.
• Research and introduce new tools, frameworks, and best practices for database and warehouse test automation.
• Collaborate on defining and executing test strategies for data‑centric products.
• Analyze acceptance criteria, create test cases, and maintain automated test suites for data validation.
• Validate data accuracy, integrity, and transformation logic across multiple database environments.
• Troubleshoot and resolve data‑related issues to ensure high data quality throughout the pipeline.
• Independently lead testing efforts and participate in Agile ceremonies with the Data Intelligence team.

Data Warehouse QA Engineer

Sales

• Design architecture for major features or entire product modules of the Hawthorn River platform, ensuring alignment with functional and non-functional requirements
• Lead development efforts to design, develop, test, and deploy enhancements to the Hawthorn River platform using Salesforce technologies (APEX, Visualforce, Lightning, Aura, Experience Cloud)
• Develop technical specifications, design documents, and application models
• Ensure application architectures adhere to enterprise architecture principles, technology standards, and security guidelines
• Provide technical guidance to the development team throughout the application lifecycle
• Collaborate with solution and enterprise architects to ensure appropriate integration with other systems, services, and data sources
• Conduct performance, scalability, reliability, and maintainability reviews for assigned applications
• Research, evaluate, and recommend technologies, frameworks, and tools relevant to application development
• Mentor developers on design principles, coding best practices, and architectural patterns
• Ensure adherence to coding standards and best practices
• Collaborate with cross-functional teams (engineering, product, QA) in an Agile/Scrum environment
• Participate in CI/CD processes and contribute to continuous improvement initiatives
• Provide technical leadership and proactively identify and resolve issues
• Support internal and external stakeholders with product rollouts and updates

Application Architect, Salesforce

Product Manager

• Execute the go-to-market strategy for our card payment strategy, ensuring alignment with company goals and customer needs.
• Oversee the end-to-end product lifecycle, from concept to launch, including market research, product design, and implementation.
• Analyze market trends, customer feedback, and competitive landscape to identify opportunities for product enhancements and new features.
• Develop and maintain product roadmaps, prioritizing features and initiatives based on business value and customer impact.
• Ensure compliance with regulatory requirements and industry standards for payments products.
• Manage relationships with external vendors and partners, ensuring service level agreements are met.
• Monitor product performance, using data and analytics to drive continuous improvement and optimize user experience.
• Provide training and support for internal teams, including sales and customer service, to ensure successful product adoption and customer satisfaction.

Product Manager – Card-Payments

• Own the end‑to‑end product strategy for Document Storage and Business Intelligence offerings
• Translate market needs, customer input, and regulatory requirements into a clear product vision, roadmap, and prioritized backlog
• Drive consistent delivery against the roadmap, targeting 90%+ on‑time feature delivery
• Partner closely with Engineering, Compliance, Product Marketing, Sales, and Customer Support for successful product delivery
• Lead, coach, and develop a team of three Product Managers aligned to strategic goals

Lead Product Manager – Document Storage, Business Intelligence

Financial Planning and Analysis

• Collaborate with department managers to create and maintain budgets and forecasts
• Analyze periodic variances to budget and forecast to determine gaps in operational performance
• Aid department managers and executives in financial evaluation of current and new products/projects and service lines
• Financial Analysis including budget/forecast variance analysis, capital expenditure analysis, and personnel analysis
• Assist in the implementation of organizational changes in financial reporting systems
• Accurately and efficiently forecast expenses in associated departments
• Develop key insights for variance and profitability analysis through reports and projections
• Compile monthly/quarterly/annual executive and Board financial reporting and analytics
• Develop and maintain profitability/margin analysis for multiple lines of business using cost allocation methodologies
• Analyze past and current financial data to identify trends in financial performance and provide recommendations for improvement
• Collaborate with department managers and finance team on other financial analysis needs
• Perform other duties as assigned

Financial Analyst

• Manage and enhance the wire product
• Execute the go-to-market strategy for our Payment’s products preferably WIRE-Money Movement
• Oversee the end-to-end product lifecycle, from concept to launch, including market research, product design, and implementation
• Analyze market trends, customer feedback, and competitive landscape to identify opportunities for product enhancements and new features
• Develop and maintain product roadmaps, prioritizing features and initiatives based on business value and customer impact
• Ensure compliance with regulatory requirements and industry standards for payments products
• Manage relationships with external vendors and partners
• Monitor product performance, using data and analytics to drive continuous improvement and optimize user experience
• Provide training and support for internal teams to ensure successful product adoption and customer satisfaction
• Collaborate with Technical Product Owners, Development teams, Marketing, Sales, and Customer Support teams

Product Manager – Wire, Payments Network

Artificial Intelligence

• Lead & Mentor a High-Performing Team
• Manage, mentor, and grow a team of Data Scientists and Data Analysts
• Guide the team in adopting best practices for machine learning model development, deployment, and ongoing governance
• Architect & Develop Advanced Data Science Solutions
• Lead the design, development, and deployment of robust data models utilizing advanced statistical and machine learning techniques
• Collaborate closely with Architects and Data Warehouse Engineers to design scalable and maintainable data science and AI-driven solutions
• Drive Analytics & Product Insights
• Oversee the creation of high-quality analytics assets, including metrics, visualizations, and dashboards
• Communicate complex technical concepts and findings clearly and concisely to diverse audiences
• Foster Cross-Functional Collaboration
• Champion responsible AI practices

Manager, Data – AI

Support Engineer

• Providing technical support for CSI customers, internal and external.
• Staging, installing, and troubleshooting issues in both hardware and software CSI products.
• Monitoring the CRM.
• Responding to support calls and prioritizing work activity based on the issue.
• Researching, testing, and documenting issues requiring development attention.
• Troubleshooting moderately complex CSI product issues and providing issue resolution on servers, databases, and/or applications.
• Serving as an escalation point for other Customer Technical Support employees.
• Building servers as required and/or install the appropriate CSI product for customers.
• Ordering equipment, updating hardware, installing software, setting up databases, implementing security and shipping to customers.
• Taking down old equipment as necessary.
• Participating in disaster testing and recovery activities as required.
• Mentoring and training other technical support specialists.
• Completion and resolution of customer technical issues.
• Ensuring positive customer experience and access and satisfaction with CSI products.

Customer Technical Support

Client Services Representative

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Client Service Manager

Accounting Manager

• Lead an accounting team, including prioritizing tasks and deliverables, while ensuring compliance with GAAP and internal policies
• Maintain financial records and general ledger accounts in compliance with U.S. GAAP
• Oversee financial reporting, technical accounting, and internal controls
• Oversee a team of accountants (both onshore and offshore), providing training and mentorship
• Lead the monthly and quarterly close process, ensuring accuracy and timeliness
• Monitor internal controls to ensure compliance
• Utilize enterprise financial systems (Workday) to process transactions and generate reports
• Drive automation, system enhancements, and process improvements
• Lead accounting projects and analysis related to ASC 606, ASC 842, ASC 340, and ASC 350 and serve as a subject matter expert in these areas
• Review contracts, financials, reconciliations, and journal entries for accuracy and completeness
• Collaborate with auditors, tax professionals, and financial planning teams
• Ensure timeliness and accuracy in financial reporting
• Conduct technical research on accounting standards and recommend process changes
• Partner with executive leadership on financial strategy and acquisitions
• Develop and mentor senior accounting leaders
• Perform other duties as assigned

Director – Accounting

Director

• Identify and evaluate potential business opportunities and acquisitions
• Lead and manage all aspects of M&A transactions, including due diligence, negotiation, and integration
• Manage relationships with external partners, including investment bankers, advisors, and potential business partners
• Provide strategic advice to company leadership based on market research and competitive analysis
• Develop and maintain a comprehensive understanding of industry trends and growth opportunities
• Collaborate with cross-functional teams to implement corporate initiatives and strategies
• Lead the development and execution of long-term corporate strategies

Director, Corporate Development

Solutions Engineer

• Present both the business and technical aspects of our digital banking solution
• Assist the sales team during sales demonstrations
• Delivery of live product demos
• Manage technical follow-ups
• Build relationships and understand customer challenges
• Develop and execute strategic plan to achieve sales targets and expand our customer base
• Build and maintain strong, long-lasting customer relationships
• Partner with customers to understand their business needs and objectives
• Effectively communicate the value proposition through proposals and presentations
• Understand category-specific landscapes and trends

Senior Solutions Consultant

Implementation Specialist

• Serve as the primary point of contact for customers during implementation
• Introduce CSI digital banking solutions and define implementation requirements
• Conduct data gathering meetings to clarify data movement and application setup
• Configure applications and lead test review meetings with customer banks
• Provide post-implementation support and ensure successful go live
• Stay current on product updates and enhancements