Digital Client Success Manager

Transact Campus

79d

About The Position

The Digital Client Success Manager is a specialized role focused on driving engagement, retention, and growth within CBORD’s <$25K client segment. This is a net new role to our organization and will build an engagement model powered by marketing automation and programmatic outreach. The Digital CSM role blends healthcare client success expertise with digital marketing sequencing skills to ensure that all clients in this tier experience measurable value from our solutions—without requiring heavy, high-touch engagement. The Digital CSM will ideally bring knowledge of healthcare food production, patient feeding and point of sale best practices, ensuring communications and campaigns are relevant, timely, and actionable for hospital and healthcare clients.

Requirements

• 2–4 years of experience in Customer Success, Account Management, or Marketing Operations, preferably in SaaS, healthcare technology or commerce/point of sale.
• Hands-on expertise with marketing automation (HubSpot strongly preferred) and CRM systems (Salesforce, MS CRM).
• Understanding of healthcare foodservice and/or patient feeding best practices (hospital operations, clinical nutrition workflows, production systems).
• Strong project management and content development skills - able to create and scale resources that resonate with operational leaders.
• Excellent communication skills, with the ability to simplify complex workflows into clear, actionable messaging.

Responsibilities

• Build and execute client journey campaigns in HubSpot to drive onboarding, adoption, product education, and renewal activities.
• Develop targeted nurture sequences that drive webinar content and educational materials for operational leaders in healthcare foodservice and patient nutrition.
• Educate clients on CBORD/Transact’s commerce solutions (POS, Cashless, Mobile Ordering) through automated journeys and digital campaigns.
• Monitor engagement analytics to continually refine campaigns and maximize client adoption outcomes.
• Serve as the main point of success engagement for <$25K clients, ensuring they understand and realize value from CBORD’s solutions.
• Facilitate client education at scale by developing different playbooks across food production, nutritional and commerce workflows.
• Translate healthcare food production and patient feeding best practices into digital assets, campaigns, and recommendations that support clients’ operational goals.
• Ensure that content aligns with the unique needs of acute care and hospital-based foodservice teams.
• Connect Commerce best practices (POS optimization, Cashless convenience, Mobile Ordering workflows) to hospital foodservice operations and patient satisfaction outcomes.
• Partner with Marketing to align HubSpot campaign strategy with broader company initiatives.
• Work closely with Product and Support teams to surface client feedback and ensure <$25K clients are represented in roadmap and service improvements.
• Collaborate with Senior/Strategic CSMs to maintain consistency in messaging and escalation paths.

Benefits

• 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 with Company Match of $0.50 for each $1 contributed on the first 8% of pay, immediately 100% vested.
• Access to the Roper Employee Stock Purchase Plan
• Paid Parental Leave Program

What This Job Offers

• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees