Transact Campus

Solutions Engineer

• This position is responsible for the deployment, configuration, and support of the software interfaces between Transact Payments software and client ERP systems
• Install, troubleshoot, and maintain Enterprise Resource Planning (ERP) interface software connecting Payment Suite product to our clients’ systems
• Perform advanced troubleshooting and debugging of the payment services product, interfaces and client systems setup
• Provide technical expertise to resolve client issues by working closely with other engineering teams and deployment staff
• Work directly with ERP and third-party vendors and consultants to support, troubleshoot and extend our product line
• Design and implement electronic billing templates in coordination with the Deployment and Support teams
• Assist in the creation of xsl templates for display of real time information to students
• Function as a subject matter expert in the Transact Payments product suite and interface packages
• Perform UAT on new interface or product enhancements/fixes as assigned
• Assist in the creation and updating documentation relating to the product suite and interface packages as needed for both internal and external use
• Provide technical expertise as needed in pre-deployment and deployment tasks

Integration Engineer

Sales Development Rep

• Generate new outbound leads and qualifying inbound leads for sales follow-up
• Help identify buying cycles, pending purchasing decisions, and technology spending plans
• Raise awareness and consideration for Transact products and services within prospect accounts
• Complete outbound calls using compiled lists and campaign lists

Sales Development Representative

Product Manager

• Define and execute the product strategy and roadmap for the payments for all of Illumia’s gateway and acquiring services.
• Prioritize features, enhancements, and product innovations based on business objectives, customer feedback, and market trends.
• Align product development with business goals and regulatory requirements.
• Own delivery of features and enhancements across payment workflows including authorization, settlement, reconciliation, refunds, fee handling, and error management.
• Partner closely with Product Owners and Engineering to define scope, acceptance criteria, and sequencing.
• Ensure solutions meet reliability, scalability, and compliance expectations.
• Drive features from discovery through launch, validation, and iteration.
• Develop and maintain strong working knowledge of core payment concepts (authorization, capture, settlement, declines, retries, batching, etc.).
• Understand how internal systems and external payment partners (processors, acquirers, gateways) interact.
• Clearly explain technical and payment concepts to both technical and non-technical stakeholders.
• Support integration of new acquiring capabilities, payment methods, or partner services.
• Understand and analyze operational payment metrics such as authorization rates, declines, error rates, latency, and Illumination failures.
• Use data to identify issues, prioritize improvements, and inform delivery decisions.
• Partner with Engineering and Operations to validate root causes and measure impact of changes.
• Operate with working knowledge of PCI DSS, NACHA, card brand rules, and partner compliance requirements.
• Identify and surface risks related to security, compliance, or operational exposure.
• Partner with Risk, Compliance, and Legal teams to ensure issues are addressed early and appropriately.
• Work day-to-day with Engineering, QA, and Operations to deliver payment capabilities.
• Provide clear, regular updates on delivery status, risks, and outcomes to product leadership and project teams.
• Tailor communication style and artifacts (written, visual, verbal) to technical and business audiences.
• Engage with select customers and payment partners to gather feedback and validate needs.
• Support QA and UAT activities to ensure functional correctness and operational readiness.
• Participate in limited customer pilots and phased rollouts to validate changes before full release.

Product Manager, Payments Platform

Support Engineer

• Receives and records incident related information using a variety of tools, techniques and procedures.
• Conducts analysis, gathers information (i.e. click steps, logs, screen shots), troubleshoots and resolves or recommends resolutions to moderately complex customer problems.
• Uses judgment within defined practices and procedures.
• Maintains customer relationships by handling their questions and concerns with speed and professionalism.
• Actively contributes to a knowledge base that improves the effectiveness of the team.

Technical Support Engineer – Quickcharge

Implementation Specialist

• Serve as the Subject Matter Expert (SME) in conducting both on-site and remote implementations
• Provide comprehensive training and share best practice recommendations
• Collaborate with internal and external team members to ensure client satisfaction
• Create detailed documentation, including agendas, status reports, and implementation plans
• Offer support and review operations to align with best practices
• Coordinate technical support as needed
• Achieve revenue and billable utilization targets
• Continuously develop and expand knowledge of CBORD systems and supporting tools

Associate Implementation Consultant – Food & Nutrition

• This role is a part of our Global Services team
• Responsible for implementing campus card solutions for commerce and security around the world
• Participating as a technical team member in the implementation of the Quickcharge cashless payment and point of sale solution
• Managing installation, configuration, training and client support
• Delivering on-site or remote installation and go-live support for clients
• Delivering expert training and consultative services to provide optimal system functionality
• Assisting the Project Management team with the coordination of hardware shipment
• Configuration of interfaces with 3rd party HR and Payroll systems
• Configuration of Point-of-Sale devices, menus and related features
• Working with credit card gateways to configure POS devices for credit card processing
• Complying with PCI compliance standards during installation of credit card integrations
• Working with 3rd party vendors to complete project deliverables
• Troubleshooting of both hardware and software related issues
• Can travel up to 25% domestically
• Can lift up to 50 pounds and use hand tools
• Can bend, kneel or twist to complete hardware installation

Implementation Consultant – POS, Cashless

Financial Planning and Analysis

• Conduct in-depth financial analysis to evaluate company performance and financial insights, including variance analysis, trend analysis, and scenario planning regarding M&A and contingencies.
• Create business recommendations informed by data-driven analysis to support the decision-making process, including business performance analyses, benchmarking and ROI analysis.
• Analyze and assist in monthly forecast review and consolidation.
• Assist in consolidation and structuring of annual budget, quarterly forecasts, and long-term financial plans.
• When needed, perform detailed financial modeling in support of M&A strategy.
• Prepare financial reports to management, highlighting key financial trends, variances, and insights of the business.
• Ensure accuracy and integrity of financial data within the financial systems.
• Develop and maintain financial models, data loads and databases.
• Develop monthly key performance indicators (KPIs) to track business performance and support strategic initiatives.
• Provide ad hoc financial analysis to support special projects, strategic initiatives, and business cases.
• Work closely with cross-functional teams, including Executive Leadership team, Sales, Marketing, Engineering, Service & Support, and Operations, to gather data and insights for financial analysis.

Senior Manager, FP&A

Human Resources

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Human Resources Specialist

Analyst

• Support the implementation and administration of Transact Campus’s BSA/AML compliance program
• Coordinate and execute program revisions and enhancements with the Transact Campus Legal & Compliance Department
• Monitor daily and weekly transaction alerts using BSA/AML software tools; conduct timely reviews and investigations of suspicious activity
• Conduct customer due diligence and enhanced due diligence risk assessments as applicable for new clients, industries, products and services
• Advise the Director on new client acceptance or denial
• Prepare and file required regulatory reports such as Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTRs) according to applicable law
• Assist the Director and compliance team in investigation efforts, regulatory exam preparations, and audit responses
• Collaborate cross-functionally with banking operations and legal and compliance teams to maintain sound risk control and compliance processes
• Identify areas for process improvement and contribute to risk assessments and compliance training efforts
• Maintain current knowledge of regulatory changes impacting BSA/AML requirements for non-bank financial institutions and Third-Party Payment Processors

BSA Analyst

Product Marketing

• Conduct research on higher education trends, student experience needs, and campus operations to inform product strategy and messaging
• Monitor competitive offerings in campus ID, access, credentialing, and commerce solutions
• Gather feedback from customers, sales, and internal stakeholders to identify opportunities and pain points
• Help develop clear, compelling product messaging that communicates the value of our SaaS-based Campus ID and Commerce solutions
• Translate technical concepts and platform capabilities into simple, user-friendly language for campus leaders and administrators
• Ensure consistency across website content, collateral, presentations, and communications
• Assist in planning and executing product releases, updates, and feature announcements
• Support the creation of launch materials including one-pagers, sales decks, FAQs, use case guides, and customer-facing updates
• Collaborate with demand-generation, content, and creative teams to ensure successful rollout of campaigns
• Draft and edit product content such as web pages, blog posts, solution briefs, email campaigns, and customer stories
• Work with designers and digital teams to develop visual assets and product-oriented storytelling
• Help maintain an updated library of product collateral aligned with the Campus ID and Commerce suite
• Partner with sales to understand needs and develop tools that support conversations with higher ed institutions
• Provide updates and documentation that help sales teams stay informed about roadmap changes and new releases
• Monitor engagement with marketing content and sales resources to identify what resonates with higher ed audiences
• Support analysis of product marketing efforts and make data-informed recommendations for improvements

Product Marketing Specialist – Higher Education, Campus ID & Commerce

• Install, troubleshoot, and maintain Enterprise Resource Planning (ERP) interface software connecting Payment Suite product to our clients’ systems.
• Perform advanced troubleshooting and debugging of the payment services product, interfaces and client systems setup.
• Provide technical expertise to resolve client issues by working closely with other engineering teams and deployment staff.
• Work directly with ERP and third-party vendors and consultants to support, troubleshoot and extend our product line.
• Design and implement electronic billing templates in coordination with the Deployment and Support teams.
• Assist in the creation of xsl templates for display of real time information to students.
• Function as a subject matter expert in the Transact Payments product suite and interface packages.
• Perform UAT on new interface or product enhancements/fixes as assigned.
• Assist in the creation and updating documentation relating to the product suite and interface packages as needed for both internal and external use.
• Provide technical expertise as needed in pre-deployment and deployment tasks such as attending deployment scheduling, technical overview, and project calls.
• Occasionally may need to attend sales calls to provide technical expertise for the sales support team.

Customer Success Manager

• Customer Onboarding
• Work with our Sales and Implementation team members to generate seamless handoffs between groups: Confirming and aligning business goals and expected outcomes
• Defining the strategy, key metrics and milestones via Client Success Plans
• Identify the key buyers, influencers and decision makers within our clients’ organization and understand their roles, workflows, and how each contribute to the organization's success.
• Address any post-implementation changes uncovered through client consultation and discovery calls.
• Driving Time to Value
• Develop adoption rollout strategy to lead clients through the adoption process and overall customer engagement throughout their life.
• Lead change management initiatives to educate and coach clients on the why and what of these new workflows and initiatives
• Proactively inquire and address challenges they’re facing that’s preventing them from achieving their goals.
• Optimization & Growth
• Identify opportunities for process improvement through client chairside and optimization sessions, led over web-based software or on-site with client.
• Create and deliver Business Reviews (on-site and over the phone) in order to share the quantitative value our solutions are delivering to our clients, generating discussion w/ key stakeholders and decision makers about their progress and challenges.
• Consistently bring a strategic lens to educate our clients in 3 ways: Market Lens: educate your clients on what’s happening in the hospital industry and how it relates to them
• Business Lens: understand our clients’ strategic objectives and advise on what they should be thinking about next
• Product Lens: what tactics are they using to achieve those strategic objectives and how our solutions can help achieve them faster, more efficiently.
• Advise and educate through best practices and performance benchmarking.
• Add’l Responsibilies, as needed
• Proactively address red-flag and re-engage customers through training, chairside and strategy sessions.
• Partner with Technical Support to communicate effectively with clients on outstanding issues
• Serve as Voice of the Customer to internal product development teams, and include customers in process through Idea submission, User Experience sessions, Beta participation and Customer Events involvement.
• Communicate with customers on system upgrades and new features that relate to their objectives.
• Provide deep CBORD knowledge that is communicated with accuracy and confidence internally and externally.
• Become an expert in recruitment technology and workflow to deliver consultative solutions to customers.
• Customer Base: Book of business includes a higher percentage of decentralized accounts, requiring more tactical approach.
• Relational: Frequently interacts with decision-makers at a senior level, focusing on aligning high-value accounts with organizational objectives.
• Travel 15%-20% of key accounts.

Client Success Manager

• Provide solutions to more complex technical problems that go beyond routine troubleshooting
• Research, diagnose, troubleshoot, and identify solutions to resolve system issues
• Escalate unresolved issues with detailed analysis to the appropriate internal support team resources
• Maintain regular communication with customers to keep them informed of the status and progress of their case
• Maintain detailed documentation of all issues and resolutions in case notes
• Participate in on-call rotations, providing support for critical issues outside of standard business hours
• Actively engage in learning new technologies and product updates

Technical Support Engineer II

Product Designer

• Own design for features across our software portfolio, with a primary focus on complex enterprise tools
• Work with product managers, product owners, customers, dev teams, and other stakeholders to understand product requirements and constraints.
• Visualize and present design ideas and screen flows via wireframes, UI mock-ups, and click-through prototypes.
• Validate design ideas through user research and usability testing.
• Design interfaces that meet accessibility standards for each platform, particularly Web Content Accessibility Guidelines (WCAG).
• Continuously refine design ideas via ongoing user research and feedback loops.

Senior Product Designer

• Manage the transition from Sales to Implementation and verify orders are complete and accurate before project begins.
• Establish scope of work for projects, ensuring alignment with client objectives.
• Gather and analyze client business requirements and determine appropriate technical system configuration to meet those needs.
• Create supporting technical and system documentation.
• Collaborate with site project team to schedule installations and create customized installation and training agendas.
• Develop detailed timelines, track progress, and hold regular project status calls.
• Ensure client site preparation prior to installation; verify hardware and software delivery, client network is ready and configured properly, hosted environment and/or servers are prepped, physical site preparation is complete, and resources are scheduled per the installation agenda.
• Create hand-off documentation to prepare our Installation Specialists for successful deployments, ensuring client satisfaction.
• Manage the transition from Implementation to Support upon completion of the project.
• Submit daily workload metrics in CBORD’s time tracking tool.