Customer Success Manager

Job title: Customer Success Manager
Reports to: Director, Operations- Prisma

Department: Prisma

Location: Remote

Grade:  18

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: 

Prisma is transforming the multifamily industry through innovative payment solutions and resident technology. We're looking for a strategic, commercially minded Customer Success Manager who thrives on building executive relationships, driving customer adoption, influencing revenue growth, and helping customers achieve measurable business outcomes.

This is a highly visible role responsible for owning Prisma's most strategic and complex customer relationships. The Senior Customer Success Manager serves as the executive business leader for assigned accounts, partnering with senior customer stakeholders to maximize business value, drive adoption, identify revenue growth opportunities, and ensure long-term strategic success.

This role requires a highly independent, consultative professional who is comfortable navigating ambiguity, influencing executive decision-makers, leading complex cross-functional initiatives, and acting as the quarterback for customer success across the organization.

Responsibilities: 

• Own a portfolio of Prisma's largest and most strategic multifamily customers, serving as the executive relationship owner throughout the customer lifecycle.

• Build trusted relationships with executive sponsors, regional leadership, and operational stakeholders by understanding their business objectives and aligning Prisma solutions to long-term strategic goals.

• Develop multi-year strategic account plans that increase customer adoption, improve business outcomes, protect recurring revenue, and identify expansion opportunities.

• Quarterback complex customer initiatives by aligning Sales, Product, Engineering, Support, Finance, Operations, and Implementation teams to deliver a seamless customer experience and successful business outcomes.

• Lead Executive Business Reviews (EBRs), Quarterly Business Reviews (QBRs), and executive planning sessions that reinforce ROI, communicate strategic value, and influence executive decision-making.

• Develop and execute customer Success Plans that align executive priorities with measurable adoption, retention, and growth objectives.

• Drive customer adoption by developing tailored engagement strategies that increase resident utilization, payment volume, and overall platform value.

• Proactively identify, develop, and influence expansion opportunities by understanding customer priorities, recommending additional Prisma solutions, building executive business cases, and partnering with Sales to drive revenue growth.

• Monitor customer health, proactively identify business risks, and develop executive-level mitigation strategies that improve retention, protect recurring revenue, and strengthen customer partnerships.

• Serve as the voice of the customer by uncovering business requirements, translating customer feedback into actionable insights, and influencing Product roadmap discussions.

• Develop and maintain executive relationships while serving as the primary strategic advisor responsible for customer retention, growth, and long-term business planning across assigned accounts. 

• Influence customer business strategy by leveraging industry trends, benchmarking, and consultative recommendations that improve operational performance and maximize return on investment. 

• Assist in configuration of the product against customer specifications 

• Ability to provide revenue forecasting reports to sales and leadership management 

• Lead complex customer escalations with urgency and ownership, coordinating internal stakeholders and maintaining executive-level communication throughout resolution.

• Use customer data, industry trends, financial metrics, and business insights to guide strategic conversations, identify opportunities, forecast customer growth, and influence customer success strategies.

• Continuously improve the Customer Success organization by identifying scalable process improvements, mentoring teammates, sharing best practices, and contributing to the evolution of strategic account management.

What Success Looks Like:

Success in a Customer Success Manager (CSM) role is measured by how effectively you help customers achieve their desired outcomes, deepen their relationship with the company, and drive long-term business growth. It’s about being both a trusted advisor to the customer and a strategic partner to the business.

Candidate Requirements:

• 7+ years of experience in Enterprise Customer Success, Strategic Account Management, Enterprise SaaS, Consulting, or a related customer-facing leadership role.

• Demonstrated success managing complex enterprise customer relationships and influencing executive stakeholders.

• Proven ability to drive customer adoption, protect recurring revenue, and influence measurable revenue growth within existing customer portfolios.

• Experience developing executive business cases and partnering with Sales to expand strategic customer relationships.

• Strong commercial acumen with the ability to identify customer business challenges and translate them into growth opportunities.

• Exceptional executive communication, presentation, negotiation, and relationship-building skills.

• Strong organizational, analytical, consultative, and project management abilities.

• Demonstrated ability to independently lead complex customer initiatives involving multiple cross-functional stakeholders.

• Proficiency with CRM platforms such as HubSpot or Salesforce.

• Ability to travel up to 20%.

Preferred Experience

• Experience in PropTech, FinTech, multifamily housing, digital payments, banking, or enterprise software.

• Experience managing strategic customer portfolios representing significant recurring revenue.

• Experience presenting to executive audiences including C-suite, Vice Presidents, and Regional Leadership.

• Experience mentoring Customer Success professionals or leading cross-functional strategic initiatives.

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 & Benefits:

Compensation range: $100,000 - $120,000

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.