| Job Title |
Director, Education & Operations |
| Career Level |
Senior, Salary Basis |
| Compensation Basis |
Salary (Exempt) |
| Department |
Education & Operations |
| Reports to |
Executive Vice President |
| Location |
On-site/Hybrid |
| Date Created |
May 2026 |
| Date Revised |
N/A |
NEACH Mission:
NEACH is a membership-based, regional payments association focused on regulatory compliance, risk management and operational sound practices across various payment channels for member financial institutions and other organizations supplying payments-related services throughout New England.
- We serve as our members' strategic partner, helping advance their business goals by offering customized training, personalized support, and cutting-edge news and information
- We offer unparalleled knowledge of the New England payments landscape from the developments affecting today's infrastructure to the changes shaping tomorrow's opportunities
- We serve as the united voice of New England's payments industry, advocating for our members and shaping the policies that drive opportunities and change
All NEACH employees:
Must support and be engaged in the following areas of the business
- Outreach- supporting and taking care of members
- Provide support to subsidiary NPG - support the work of the NEACH Payments Group (NPG) in providing audits, consulting and advisory services
Role’s connection to Mission:
This role serves as a senior individual contributor supporting two core organizational functions: education program delivery and finance & administration. Approximately half of the position is dedicated to NEACH's education mission — answering member rules questions via the NEACH Payments Hotline, developing and delivering training programs, producing content, and managing education-related projects. The remaining half supports the financial operations and administrative functions that keep the organization running effectively, with a similar emphasis on project ownership and execution.
EDUCATION (50%)
Rules Guidance & Member Support
- Serve as a first-line resource for member inquiries received through the NEACH Payments Hotline, covering ACH rules, payment regulations, and compliance requirements (Day One)
- Research, interpret, and communicate accurate, timely responses to rules questions from NEACH members and program participants (Day One)
- Escalate complex or high-risk interpretations appropriately while documenting responses for institutional knowledge (Day One)
- Monitor Nacha Rules updates, regulatory guidance, and industry developments; flag changes requiring curriculum updates or member communications (Year 1+)
Training Development & Delivery
- Develop and update educational content including course materials, job aids, assessments, slide decks, facilitator guides, and prerecorded content across NEACH's program catalog (Day One)
- Deliver training in live, virtual, and on-demand formats to member organizations, end-users, and credentialed professionals (Day One)
- Assist with the development and execution of payment accreditation training programs (AAP, APRP, AFPP) (Year 1+)
- Support the design and maintenance of learning paths, Schools, and Club program offerings aligned to NEACH's education model (Year 1+)
- Assist with the planning, development, and ongoing maintenance of NEACH publication offerings (Year 1+)
- Present at NEACH conferences, member meetings, and other events as assigned (Year 1+)
- Assist other NEACH staff in developing their content into classroom-ready material including PowerPoint decks and recordings (Year 2+)
Member Engagement
- Engage with members through writing articles and blog posts for NEACH's Members' Corner community (Year 1+)
- Participate in Town Hall sessions for membership (Year 1+)
- Provide quality and timely customer service to members contacting the NEACH Payments Hotline regarding payment-related inquiries (Day One)
Education Project Management
- Build and maintain project plans, track milestones and deliverables, and communicate progress to leadership (Day One)
- Coordinate with internal staff and external vendors to keep education projects on schedule and on budget (Day One)
- Manage education program projects including course builds, catalog restructuring, curriculum refreshes, and new product launches (Year 1+)
- Support implementation of new education technologies, tools, and delivery platforms (Year 1+)
FINANCE & ADMINISTRATION (50%)
Finance & Accounting
- Ensure accurate and timely processing of Accounts Receivable (Day One)
- Update, maintain, and complete membership monthly billing in NEACH's billing system, including mergers, regular member updates, and discrepancy resolution (Day One)
- Process monthly Sales and Use Tax for NEACH (Day One)
- Provide support and guidance to the outsourced accountant with all financial records as needed (Year 1+)
- Assist in assembling financial data and documentation for the annual financial audit (Year 1+)
- Support budget tracking, variance analysis, and financial reporting as assigned (Year 1+)
Finance & Administration Project Management
- Build project plans, manage stakeholder communication, track milestones, and surface risks proactively (Day One)
- Prepare project status updates, summaries, and post-project documentation for leadership review (Day One)
- Lead or support cross-functional operational projects assigned by the EVP, taking ownership from scoping through delivery (Year 2+)
- Coordinate across internal functions to ensure accountability and forward progress on assigned work (Year 2+)
Administrative Operations
- Maintain and contribute to established organizational systems for contracts, agreements, financial records, and institutional documents (Day One)
- Manage special assignments and ad hoc requests requiring discretion, accuracy, and responsiveness (Day One)
- Coordinate committee meeting logistics including agendas, materials preparation, and minutes distribution (Year 1+)
- Continuously identify opportunities to improve workflows and reduce operational friction (Year 1+)
CROSS-FUNCTIONAL RESPONSIBILITIES
Research
- Accept and execute research assignments from the EVP across education, finance, operations, and industry topics (Day One)
- Conduct research independently and return findings in a clear, usable format — summary memos, comparison analyses, or recommendation briefs as appropriate (Day One)
- Evaluate new tools, vendors, platforms, or approaches relevant to assigned areas; present options with enough context for a decision to be made (Year 1+)
- Monitor relevant industry publications, regulatory developments, and organizational best practices; surface anything that warrants leadership attention (Year 1+)
Success in this role includes:
- Drive for learning and passion for education and knowledge
- Willingness to learn AI as part of their position for benefits of NEACH and the membership
- A calm, pleasant demeanor, and confidence
- Eagerness to share industry knowledge
- Keen interest in the payment industry and its future
- Ability to work and interact with management and senior level executives in professional settings, such as in banks, credit unions and conferences
- Professionalism, integrity and honesty in communication and action
- Exceptional customer service skills, friendly and positive demeanor with clients/members, direct reports and co-workers
- Strong organizational and time management skills with proven ability to meet deadlines
- High level of attention to detail and commitment to quality
- Strong proficiency in Microsoft Office, Excel and/or related software
- Comply with all company policies and procedures.
- Travel at some point will be required
Education and Qualifications:
- AAP (Accredited ACH Professional) active and in good standing
- Bachelor’s degree or other equivalent combination of education, training, and experience in payments, financial services or operations-related fields
- Minimum of 5 years of experience in ACH operations, payments compliance, or a related financial services function
- Demonstrated ability to interpret and apply Nacha Operating Rules, and related payment regulations
- Proficiency in Microsoft Office Suite, with strong working knowledge of Excel
- English proficiency sufficient for professional written and verbal communication
Physical Requirements:
- Must be able to remain in a stationary position 70% of the time
- Occasionally move about the inside of the office to access file cabinets, office machinery, mailbox, and publications
- Constantly operate a computer and other office productivity machinery, including calculator, copy machine, scanner, postage machine, telephone, and printer
- Frequently communicate verbally and in writing with members and staff regarding membership, accounting, billing, projects, and operational matters
- Carry, lift, move, and reach for books, publications, and supplies weighing up to 25 pounds
- Occasionally ascend/descend to access overhead cabinets or shelving
- Frequently position self to maintain files in cabinets and desk drawers
- Ability to observe details at close range (within a few feet) for computer and document work