Transact Campus

Operations

• Own and manage the full lifecycle of credit card chargeback disputes, including investigation, evidence gathering, submission, and outcome monitoring
• Analyze ACH returns and ensure proper coding, documentation, and compliance alignment
• Research, analyze, and respond to credit card chargeback inquiries; produce chargeback analysis summaries and reports
• Perform daily banking operations including ACH processing, wires, payment postings, and reconciliation activities
• Act as an escalation point for complex disputes or banking issues; provide executive summaries and recommendations
• Develop and maintain chargeback reporting dashboards, analysis, risk assessments and handle ACH transfer rejections
• Collaborate cross-functionally with Client Success, Support, and Sales to ensure timely and accurate client communication regarding disputes, inquiries and other banking-related matters
• Identify and implement process improvements related to chargeback workflows, ACH return management, and overall banking operations
• Ensure adherence to NACHA, card network, and internal compliance standards
• Maintain high-quality documentation and audit-ready records for all dispute and banking processes
• Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the position
• Serve as an escalation point for resolving payment issues and provide guidance to support teams
• Perform daily processing of client payment entries and other assigned banking tasks
• Balancing and/or Processing ACH, Returned Deposit Items, Credit/Debit Card, Wire and other payment activities

Banking Analyst – Chargeback & Payments Operations

Customer Success Manager

• Lead, mentor, and develop a team of 7–8 Client Success Managers.
• Conduct regular coaching sessions, account reviews, and performance evaluations.
• Build a high-performance culture focused on accountability, outcomes, and continuous improvement.
• Ensure structured Success Plans are developed and executed for key accounts.
• Proactively identify at-risk accounts and implement recovery strategies.
• Partner with Sales to drive renewals and expansion opportunities.
• Participate in executive-level business reviews and strategic planning sessions.
• Build trusted relationships with healthcare leaders including Directors of Food & Nutrition, VP Support Services, and CIOs.
• Support large-scale transformation initiatives and solution migrations as needed.

Director, Client Success – Healthcare

Learning and Development

• Reporting directly to the Director of Culture and Engagement, the Senior Learning and Development Partner is a strategic People & Culture leader responsible for designing, delivering, and scaling enterprise learning solutions that enable business performance, leadership capability, and workforce readiness across Transact + CBORD.
• This role partners closely with executive leadership, Sales, Client Success, Product, Technology, and People Operations to ensure learning initiatives directly support growth, client satisfaction, and operational excellence.
• This role blends strategy, execution, and influence, translating business priorities into impactful learning experiences that strengthen leadership effectiveness, accelerate talent development, and support a high-performance, client-centric culture.
• Design and execute a comprehensive L&D strategy aligned with company goals, revenue enablement, and long-term workforce planning
• Serve as a trusted advisor to senior leaders on leadership development, capability gaps, and organizational readiness
• Translate business priorities into targeted learning and organizational development solutions that drive measurable outcomes
• Design and deliver leadership and manager development experiences tailored to business needs
• Coach leaders on building high-performing teams, developing talent, and navigating change
• Support succession planning, internal mobility, and career pathways through structured development frameworks
• Partner with ERGs, mentorship programs, and engagement initiatives to strengthen leadership pipelines and inclusion
• Partner with Talent Acquisition and functional leaders to design and evolve a consistent, scalable onboarding experience that accelerates new hire effectiveness and cultural integration
• Enable change management initiatives tied to system implementations, process transformation, and organizational growth
• Leverage data and feedback (e.g., engagement surveys, performance insights) to continuously refine learning impact
• Design engaging, inclusive learning experiences using blended learning methods (facilitated, virtual, on-demand, experiential)
• Establish metrics and reporting to measure effectiveness, adoption, and business impact of learning initiatives
• Continuously assess emerging trends, tools, and best practices to evolve the learning ecosystem

Senior Learning and Development Partner

• Lead, mentor, and develop a team of 7–8 Client Success Managers.
• Ensure structured Success Plans are developed and executed for key accounts.
• Proactively identify at-risk accounts and implement recovery strategies.
• Participate in executive-level business reviews and strategic planning sessions.
• Collaborate with Sales to create winning account plans, growth strategies, and cohesion across teams.
• Monitor customer health metrics and team productivity indicators.
• Drive consistent execution of Quarterly Business Reviews and strategic account planning.

Manager, Client Success – Healthcare

Supply Chain

• Build and execute comprehensive Supply Chain & Procurement strategy
• Lead procurement governance across all categories
• Oversee sourcing strategy, RFPs, negotiations, contracts, supplier scorecards
• Manage direct and indirect procurement
• Lead demand planning, forecasting, inventory optimization
• Oversee warehouse, staging/repair, logistics, RMA/SRA workflows
• Partner across Sales, Partnerships, Client Success, Product, Engineering, Finance, and Client Experience
• Drive ERP optimization, workflow automation, reporting
• Build and lead a high‑performing global team

Vice President – Supply Chain and Procurement

• Our CSM manages a portfolio of middle market healthcare food service accounts, which typically present a balance of operational and strategic needs.
• 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.
• 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.
• 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.

Customer Success Manager – Hospital Operations, Food Services

Data Scientist

• Own the full ML lifecycle end-to-end — from data gathering, feature engineering, and model development through to deployment, serving, and production monitoring — without reliance on a dedicated MLOps function
• Design, build, and deploy ML models on Databricks, leveraging MLflow for experiment tracking, model registry.
• Develop solutions for privileges and commerce-focused use cases including order wait time prediction, market basket analysis, and demand forecasting
• Work with the Data Architect and Data Engineering team to design and build conversational AI and chatbot capabilities, leveraging LLMs and retrieval-augmented generation (RAG) pipelines
• Collaborate with the Data Analytics team to leverage existing Power BI and Databricks data infrastructure, and extend it with predictive capabilities
• Define and implement MLOps best practices, CI/CD pipelines for models, and data governance standards — establishing the foundations the team will scale on
• Ensure data quality, security compliance, and model reliability in production
• Provide technical leadership and mentor AI/ML team members across Data Analytics and Predictive Analytics teams
• Partner with cross-functional teams to find data-driven opportunities and translate them into shipped ML features
• Stay updated on emerging technologies in AI, ML, and data science to drive innovation
• Provide technical leadership and help set the standard for ML engineering rigour as the team grows