Sr. Relationship Mgr, Platform Relationships

Job title: Sr Relationship Mgr, Platform Relationships

Reports to: Director of Banking, Treasury, and Platform Relationships

Department: Passport

Location: Remote

Grade: 16

About Priority: 

Priority Technology Holdings, Inc. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash flow and optimizes working capital for businesses. Our vision is to eliminate the barriers to unlocking revenue - empowering businesses to grow faster and operate smarter.

We achieve this through the Priority Commerce Engine, an innovative platform that combines payables, acquiring, and banking and treasury solutions. This unified approach allows businesses to streamline financial operations, reduce unnecessary costs, and uncover new revenue opportunities.

At Priority, we're driven by results. We expect our people to be known for results - bringing expertise, momentum, and relentless focus to every challenge, helping our clients and each other thrive.

About the Role:

As a Senior Relationship Manager, Banking & Treasury Services, you will play a critical role in the long-term success of high-value clients and the company. By ensuring clients achieve their desired outcomes, the role will  help drive customer satisfaction, loyalty, and retention, which in turn can lead to increased revenue and business growth. You will act as trusted advisors to clients, helping them to realize the full potential of the company’s offerings and contributing to the overall success and reputation of the company. You will be supporting our strategic clients, providing them with white glove service.

Responsibilities: 

Relationship Management:

• Key point of contact post-integration: Establish and nurture trust-based relationships with clients after integration.

• Product knowledge and support: Maintain a deep understanding of our banking and treasury management product to effectively address client queries and offer solutions.

• Regular client check-ins: Conduct periodic meetings to understand clients' evolving needs and align services to meet those needs.

• Build an understanding of customer needs to advocate for roadmap and product solutions.

• Escalation management and collaboration with internal teams to resolve any customer issues.

• Leading Quarterly Business Reviews with Partners.

• Continually push for new feature adoption with existing clients.

• Actively drive an increase to bottom line revenue.

• Assigned to higher-touch enterprise clients.

• Creating SOPs (Standard Operating Procedures).

• Reviewing SOPs created by team members and editing as needed.

• Providing backup/oversight on L1/L2 ticket responses.

• Impact 1 On-Call support during business hours.

• Maintaining/Updating Master List of  all ISV prospects (Acquiring/ Platform Services Only).

Cross-Functional Collaboration

• Internal coordination: Collaborate with various internal teams to effectively meet client needs and identify upselling or cross-selling opportunities.

• Feedback loop: Work with sales, marketing, product, and other departments to provide client feedback, contributing to product improvements and the development of new offerings.

• Team Support: Provide guidance, training, and support to colleagues.

What Success Looks Like:

The Senior Relationship Manager, Banking & Treasury Services role looks like being a trusted advisor to high-value clients while driving measurable business impact. Specifically, success includes:

• Trusted client advisor: Clients see you as their primary partner and rely on your guidance.

• High client retention: Enterprise clients stay, renew, and expand their relationship with the company.

• Revenue growth: You identify upsell and cross-sell opportunities and drive adoption of new features.

• Operational excellence: Client issues are resolved quickly, escalations are handled smoothly, and processes run efficiently.

• Product impact: Client feedback is translated into insights that help improve products and services.

• Strong collaboration: You work effectively with sales, product, banking, treasury, and operations teams to deliver great client outcomes.

Ultimately, success means your clients are achieving their financial and operational goals while Priority grows stronger, more scalable, and more trusted in the market.

Candidate Requirements:

• Associate’s degree in Finance, Business, or equivalent work experience.

• 6+ years of experience in client success, account management, or a relationship management role, preferably in a FinTech or Banking environment.

• Banking Operations / Treasury Experience required.

• Excellent verbal, written communication and interpersonal skills needed to develop collaborative working relationships with cross functional teams.

• Ability to understand end to end processes.

• Patient, diplomatic, and collaborative.

• Advanced communication skills and the ability to have crucial conversations with our clients.

• Full understanding of our products and internal processes.

• Experience navigating complex problems.

• Ability to communicate cross-functionally across the organization.

Work Environment & Culture:

We believe that performance and experience go hand in hand - an exceptional employee experience is earned through contribution. We are a results-driven team, grounded in our core values: ownership, authenticity, service, trust, innovation, and camaraderie.

Our culture is built for those who want to make an impact. We challenge each other to grow, celebrate progress, and support one another through shared goals and real connection. Whether you're building technology, serving clients, or supporting internal teams, you’ll be part of a company that empowers you to perform at your best and be known for results.

Compensation and Benefits:

Compensation range: $75k - $95k
We invest in the whole employee - personally and professionally. Our benefits package is designed to support your well-being, growth, and success - both inside and outside of work.

Financial Wellness

• Bonus programs

• 401(k) match

• Employee Stock Purchase Program (ESPP)

• HSA and FSA options

• Financial wellness resources and employee discount programs

Health & Well-being

• Medical, dental, and vision coverage

• Mental health support for employees and dependents through Lyra Health

• Family planning and women’s health benefits through Carrot

• Gym membership reimbursement and virtual wellness programs (including yoga)

Time Off

• 3 weeks PTO to start, with unlimited PTO after year one

Growth & Development

• Education expense reimbursement

• Leadership development programs

• Certified Payments Professional (CPP) certification support

We believe great performance starts with feeling supported - and we’ve built our benefits with that in mind.

 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.