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Account Manager, Priority Payables

Remote: 
Full Remote
Contract: 
Salary: 
19 - 110K yearly
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

2-5 years in Sales or Customer Success, Understanding of treasury and financial operations, Proficiency in project management systems like JIRA, Strong communication skills, Experience with Payments/Fintech preferred.

Key responsabilities:

  • Serve VIP customers' payment operational needs.
  • Provide exceptional customer service and resolve issues.
  • Track support tickets and maintain client relationships.
  • Collaborate with various teams for product improvements.
  • Generate reports on account health and sales metrics.
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Priority
501 - 1000 Employees
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Job description

Job title: Associate Account Manager, Priority Payables     

Reports to: Manager, Relationship Management

Department: Plastiq Sales

Location: San Francisco, CA (Hybrid) 

Grade: 17

 

Our Company: Priority Technology Holdings, Inc. is a leading financial technology company that specializes in providing integrated payments and banking solutions. Our innovative native platform empowers businesses to effortlessly collect, store, and send money in a scalable manner. We are committed to revolutionizing the way companies handle their financial transactions by offering cutting-edge technology and exceptional customer service.


Job Summary: The Associate Account Manager is responsible for servicing VIP customers on their service and payment operations needs. You will work closely with the Account Management and Priority Payables teams to ensure the smooth onboarding, retention, and growth of existing clients.


Responsibilities: 

  • Act as a trusted advisor and results owner for Priority Payables VIP customers.

  • Provide exceptional customer service by responding to client inquiries, resolving issues promptly, and providing product training or support as needed.

  • Track support tickets, escalate to leadership and build rapport with customers as issues arise and are resolved.

  • Work with finance, CS, Risk and product and teams to relay customer feedback and help prioritize product improvements.

  • Create and maintain client-facing documentation and resources to support payables usage and training.

  • Work with Sales and Marketing to ensure customer communication leads to sustained value and ongoing success.

  • Keep up with industry trends and develop a deep understanding of Priority customers and competitors.

  • Generate weekly and monthly reports on account health, sales metrics, and operational KPIs.


MINIMUM REQUIREMENTS:

  • 2-5 years of experience in Sales, Customer Success or related focus with SMB clients.

  • Understanding of treasury and financial operations functions.

  • Successfully manage multiple client interactions, while educating and influencing decisions, with high quality and grace under pressure.

  • Proficiency in project management systems (e.g., JIRA) and Google Suite (especially G Sheets).

  • Strong communication skills.

  • Experience with Payments/Fintech experience highly preferred.

  • Experience with working capital products preferred.


Compensation and Benefits:

  • Compensation range: $95,000 - $110,000

  • End of Year Discretionary Bonus 
  • Unlimited PTO after year 1 (3 weeks to start) 
  • Medical, Dental & Vision 
  • 401k Match 
  • Education Expense Reimbursement 
  • Gym Membership Reimbursement 
  • HSA and FSA 
  • Employee assistance program (EAP)

 

Traditional Physical Requirements

  • Requires prolonged sitting, standing, bending, stooping and stretching.

  • Requires the ability to lift 10 pounds.

  • Requires eye-hand coordination, manual dexterity and a normal range of hearing and vision (with or without correction).

 

Join our team at Priority Technology Holdings, Inc. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.


Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Sales
  • Communication
  • Customer Service
  • Problem Solving

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