Payment Manager, CSM

Who We Are: Transact and CBORD have come together as industry leaders in integrated technology solutions, powering housing, access, foodservice, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions. Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives. With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life.

We are currently searching for qualified candidates for Manager, Client Success Manager.  Please see the details for the position below.

Title: Payment Manager, CSM

Location: Remote within the US.

Key Responsibilities:

• Manage a Team of CSMs in the Higher Ed territory for Transact Payments clients
• Sales goals for Renewal, Net Revenue, and SW values
• Work with CSM leadership to align team processes and tasks
• Work with Sales leaders for alignments within territories
• Work with internal departments on escalations and collaboration to streamline processes, adjust fee structures and ensure the “client experience” is considered
• Train and on-board new CSM team members
• Travel as needed to HE events, company planned events and individual client sites 

Qualifications: Bachelor’s degree or equivalent work experience

• Knowledge of the HE market and payments industry
• Able to manage a book of business with a team of 4 and 700+ accounts at any given time
• Must possess good oral and written communication skills
• Travel: estimated 10-25%
• 2+ years’ experience in sales or customer service management, preferably in Higher Ed

Preferred Qualifications:

Planning for the Future:

• Employer paid Life Insurance / AD&D / Short-Term
• Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D 
• Access to FSA Plans & Commuter Benefit Plans 
• 401(k) Savings Plan where the Company Match of $0.50 for each $1 you contribute on the first 8% of pay.
• Both your contribution and the company contribution are immediately 100% vested.
• Access to the Roper Employee Stock Purchase Plan 
• Paid Parental Leave Program.

Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions.

Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor.

As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom.

This position will be responsible for the handling of PHI (personal health information) and/or other types of SPI (sensitive personal information) and will be expected to comply with all applicable laws and internal policies with regards to handling of PHI/SPI

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