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Project Manager, Platform Initiatives & Ops

Key Facts

Remote From: 
Category:  Project Manager
Full time
Mid-level (2-5 years)
English

Other Skills

  • β€’
    Microsoft Excel
  • β€’
    Communication
  • β€’
    Social Skills
  • β€’
    Analytical Thinking
  • β€’
    Problem Solving

Roles & Responsibilities

  • 1-3 years of experience in working with operational data
  • Proficiency in Excel, including pivot tables, lookups, and basic to intermediate formulas
  • Proficiency in AI Tools (using LLMs like Gemini or Codex)
  • Experience with a data visualization tool such as Power BI, Tableau, or Looker; SQL skills a plus

Requirements:

  • Leverage Excel, BI tools, and/or SQL to analyze operational data, maintain dashboards, and present findings to stakeholders
  • Collaborate with internal stakeholders to scope, prioritize, and execute data-informed operational projects
  • Identify and recommend process improvements based on data insights to increase efficiency, accuracy, and scalability in payment processing
  • Leverage AI-assisted development to design and troubleshoot dashboards, queries, and datasets

Job description

Job title: Project Manager, Platform Initiatives & Operations 

Reports to: Manager of Optimization, Platform Initiatives

Department: Acquiring 

Location: Remote or Manhattan, NY (Hybrid)

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:

We are looking for a detail-oriented and data-savvy Projects Manager to join our Platform Initiatives & Operations Team. In this role, you will focus on analyzing operational and payment data, building and maintaining dashboards, and driving initiatives that optimize our payment processing workflows. You will collaborate closely with internal teams and external vendors to identify opportunities for efficiency, resolve operational challenges, and ensure our systems and processes are designed for scale. This is an exciting opportunity to contribute directly to improving Priority’s payment operations through both data insights and hands-on execution.


Responsibilities

  • Leverage Excel, BI tools (Power BI, Tableau, etc.), and/or SQL to analyze operational data, maintain dashboards, and present findings to stakeholders

  • Collaborate with internal stakeholders to scope, prioritize, and execute data-informed operational projects, ensuring alignment with business goals

  • Identify and recommend process improvements based on data insights to increase efficiency, accuracy, and scalability in payment processing

  • Leverage AI-assisted development (using AI prompting tools like Codex, Gemini, or ChatGPT) to design and troubleshoot dashboards, queries, and datasets.


What Success Looks Like:

  • Projects advance reliably and hit key milestones through steady collaboration and coordinated delivery across teams.

  • Internal partners and executive stakeholders receive highly accurate, structured, and clear analyses that balance immediate troubleshooting needs with sustainable tools designed to improve collective efficiency.

  • Core operational and workflow data is turned into practical, actionable insights that help the wider team continuously improve daily processes.

  • Before rolling out any new report or dashboard tracking operational trends, formal feedback loops are conducted with internal teams to ensure the data accurately reflects their daily processing workflows and meets their reporting needs.

Candidate Requirements

  • 1-3  years of experience in working with operational data 

  • Proficiency in Excel, including pivot tables, lookups, and basic to intermediate formulas

  • Proficiency in AI Tools -  (using LLMs like Gemini or Codex) as a primary tool for technical problem-solving, lightweight code generation, and process optimization.

  • Experience with a data visualization tool such as Power BI, Tableau, or Looker; SQL skills a plus

  • Interest in payments, financial services, or transaction processing

  • A willingness to dive in and take ownership

  • Strong communication and interpersonal skills

  • Analytical mindset with the ability to solve problems and think proactively

  • Understanding of ACH, card processing, or banking operations is a bonus


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-$85k

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

  • 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.

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