CSI

• Lead managers and implementation teams to achieve strategic and operational goals while maintaining strong delivery standards. • Inspire, coach, and develop leaders to improve performance, drive accountability, and support achievement of business objectives. • Oversee implementation programs across non-core product areas, ensuring projects are delivered on time, within scope, and in alignment with CSI standards. • Provide leadership on large, complex delivery efforts and support escalations involving customers, internal stakeholders, and cross-functional teams. • Drive improvements in implementation methodologies, best practices, documentation, and team processes. • Partner closely with internal stakeholders across implementation, product, PMO, and leadership teams to align priorities and execution.

Role Description We are seeking a results-driven Marketing Manager, Demand Generation, to lead campaign strategy and execution across the full marketing funnel. This role will manage and develop a team of demand generation marketers while owning the planning, execution, and performance of integrated campaigns that drive pipeline and revenue growth. This is a hands-on leadership role ideal for a strategic thinker who can also execute effectively balancing team development with direct campaign ownership. The ideal candidate embraces AI and emerging technologies as core enablers, leveraging them to scale impact, improving efficiency, and drive data-informed decisions across demand generation efforts. Key Responsibilities - Team Leadership & Development - Lead, mentor, and develop a team of demand generation marketers - Establish clear goals, priorities, and performance expectations aligned to pipeline targets - Foster a culture of accountability, experimentation, and continuous improvement - Enable the team to leverage AI tools to improve productivity and campaign outcomes - Partner with leadership to evolve team structure, capabilities, and skill development - Campaign Strategy & Execution - Own end-to-end demand generation strategy across channels (digital, email, events, paid media, ABM, etc.) - Plan and execute integrated, multi-channel campaigns to drive qualified pipeline - Leverage AI to enhance: - Campaign planning - Personalization - Content creation - Audience targeting - Collaborate with content, product marketing, and sales to align messaging and targeting - Ensure campaigns align with key personas and stages of the buyer journey - Pipeline & Performance Management - Own and manage campaign KPIs including MQLs, SQLs, pipeline, and revenue contribution - Analyze performance data and continuously optimize campaigns based on insights - Utilize AI-driven analytics to improve forecasting, targeting, and effectiveness - Partner with Marketing Operations on tracking, attribution, and reporting - Provide regular updates, insights, and recommendations to stakeholders - Sales Alignment - Partner closely with Sales leadership on pipeline targets, lead quality, and follow-up processes - Support sales enablement through campaign insights, messaging, and tools - Streamline lead handoffs to improve conversion rates - Process, AI & Optimization - Champion adoption of AI as a core driver of scalability and competitive advantage - Identify opportunities to leverage AI across campaign execution, segmentation, testing, and optimization - Drive a test-and-learning culture, evaluating new tools and strategies to improve performance - Balance automation with strategic oversight to maintain brand quality and customer experience - Identify opportunities to improve efficiency, scalability, and ROI across campaigns Qualifications - 5+ years of experience in B2B marketing with a strong focus on demand generation - 1–3 years of people management experience - Proven track record of driving pipeline and revenue through integrated campaigns - Experience leveraging AI tools and technologies to improve marketing performance - Strong analytical mindset with the ability to use data to drive decisions - Experience with marketing automation and CRM platforms (e.g., HubSpot, Marketo, Salesforce) - Excellent cross-functional collaboration and communication skills Preferred Qualifications - Experience in fintech, financial services, or SaaS environments - Familiarity with account-based marketing (ABM) strategies - Experience managing multi-channel demand generation programs at scale - Strong understanding of buyer journey mapping and segmentation strategies What Success Looks Like - Consistent delivery of qualified pipeline and revenue contribution - High-performing team with strong engagement and measurable impact - Effective use of AI to scale campaigns and improve efficiency - Strong alignment between Marketing and Sales - Continuous improvement in campaign performance and ROI Work Environment - Fully remote, collaborative environment - Fast-paced, results-oriented culture - High visibility role working cross-functionally with marketing, sales, and leadership Company Description As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. Benefits - Competitive salary - Eligibility for incentive awards based on both individual and business performance - Comprehensive range of benefits

• Ensure accurate and timely financial reporting, including review of both internal and external reporting • Oversee billing processes to confirm accuracy and completeness of revenue • Ensure liabilities are properly recorded, including accruals for unapproved invoices • Maintain strong controls, documentation, and segregation of duties across the function • Manage accounts payable processes, ensuring timely and accurate invoice payments • Oversee accounts receivable processes, including collections, payment application, and reserve/write-off recommendations • Review and approve balance sheet reconciliations and ensure proper documentation of account balances • Support preparation of financial statements and management reporting • Lead, coach, and develop a team of accounting professionals • Hire, train, evaluate performance, and provide ongoing feedback to team members • Identify and drive continuous improvement initiatives across accounting processes

• Own and consistently exceed annual sales targets across by building and closing a strong pipeline of net-new multi-stakeholder banking prospects. • Develop and execute an integrated territory and account plan to achieve targets and expand the customer base, including proactive prospecting to build near- and long-term pipeline. • Build, deepen, and sustain executive-level relationships with key stakeholders to support long-term customer success and retention. • Partner with customers to understand their needs and shape effective go-to-market strategies. • Communicate CSI’s value proposition through clear, executive-ready proposals and presentations. • Provide accurately, timely forecasting and performance reporting. • Collaborate effectively across Product, Marketing, Legal, and Implementations to advance deals and support sales success. • Maintain accountability for understanding and communicating fintech and banking industry trends to strengthen competitive positioning and win in the open market.

Role Description A manager follows direction of senior management and ensures that team function/department is staffed properly, employees have the training and tools they need, OKRs are met, and the department is managed to perform within approved budgets. The manager is a tactical leader for day-to-day interaction and decision making for the team and/or function. Provides estimates supporting needs, schedules, and assigns work to meet service targets. The Manager – Engineering position is responsible for overseeing the development, enhancement, and maintenance of the software products of CSI. - Responsible for a team of employees within the department. - Hires, trains, evaluates performance of team. - Communicates policy and strategy to department employees. - Schedules employee tasks, following budgets. - Continual improvement and problem solving. - Upholds all policies and procedures, company culture and values. Budget Responsibilities - Manages to budget set by senior management. Additional Functional Responsibilities - Attends Sprint, Design, and various other meetings associated with the development and design of software changes. - Ensures team productivity expectations are being fulfilled. - Ensures Sprint and other deadlines are met. - Ensures cross team collaboration efforts are being met. - Performs other duties as assigned. Qualifications - Bachelor’s in Computer Science or equivalent work experience. - 5+ years leading/managing a software engineering team to deliver ready for production software products. - 2+ years proven experience developing scalable / secure platforms. - Experience managing all aspects of software delivery, including development, software architecture, QA, requirements, release management, etc. - Ability to understand both technical and functional problems to actively participate in issue resolution and negotiation. - Excellent time management and organizational skills and experience establishing guidelines in these areas for others. - Passion for learning, building software quickly, driving value, and mitigating risk. - Excellent communicator. - Proactive work habits and strong interpersonal skills to facilitate teamwork within and between teams. - Strong sense of personal accountability regarding decision-making and managing software engineering teams. - Experience working in a high-level collaborative environment and promoting a teamwork mentality. - Detail-oriented and able to understand the bigger picture via technical expertise and problem solving to prioritize and manage issues. Benefits - Competitive salary. - Eligibility for incentive awards based on both individual and business performance. - Comprehensive range of benefits. Company Description As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition.

• Serve as the execution link between product strategy and data engineering delivery • Translate requirements into well-defined user stories • Guide the team through each sprint from refinement to release • Develop a working understanding of the data platform architecture and governance frameworks • Translate product and business requirements into well-scoped Epics and User Stories • Lead sprint planning and refinement sessions • Collaborate with technical leads to ensure solutions meet platform standards • Write SQL queries and data transformation scripts to validate data • Create clear acceptance criteria for QA • Define and maintain data quality standards and governance policies • Monitor data quality across ingestion and modeling pipelines • Work with Design on user flows for products • Produce business and technical documentation for stakeholders

• Mapping contacts from target accounts using tools like LinkedIn Sales Navigator, 6sense, and Microsoft Dynamics • Targeting key roles within our prospects and initiating contact via phone, email, and LinkedIn outreach to assigned contacts • Following up on content downloads, effectively position DES solutions with goal of scheduling effective introduction to territory managers • Logging all interactions in our CRM, Dynamics, and providing feedback to manager and sales team • Schedule in person meetings for territory managers in support of trade shows, industry events, and conferences

• 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

Role Description The Customer Technical Support II role is responsible for providing advanced technical support to CSI customers—both internal and external—by staging, installing, and troubleshooting CSI hardware and software solutions. This role serves as an escalation point for complex issues and plays a key part in ensuring system stability, customer satisfaction, and operational continuity. - Provide technical support to CSI customers by installing, configuring, and troubleshooting hardware and software products - Monitor and manage incoming requests through the CRM system - Respond to support calls and prioritize work based on issue severity and business impact - Research, test, and document issues that require development or engineering escalation - Troubleshoot moderately complex issues across servers, databases, and applications - Serve as an escalation resource for other Customer Technical Support team members - Build and configure servers as needed, including: - Ordering equipment - Updating hardware components - Installing software and databases - Implementing security configurations - Shipping systems to customers - Decommissioning legacy equipment when required - Participate in disaster recovery testing and response activities as assigned - Mentor and train other technical support specialists - Perform additional duties as required to support the team and organization Qualifications - Minimum of 3 years of relevant technical support experience - Technical education or equivalent job knowledge comparable to a 2‑year college or trade school program - Experience supporting servers, databases, and enterprise applications - Strong troubleshooting, analytical, and documentation skills - Ability to manage multiple priorities in a fast‑paced support environment - Strong communication skills and a customer‑focused mindset Requirements - Experience working in a financial services or banking technology environment - Familiarity with CRM and ticketing systems - Comfort serving as an escalation point and mentoring junior team members - Hands‑on experience with hardware provisioning and system installations Benefits - Competitive salary - Eligibility for incentive awards based on both individual and business performance - Comprehensive range of benefits

Provide professional support to customers through calls and chats, manage inquiries, escalate complex issues, and build positive relationships by communicating effectively and resolving issues efficiently.