Priority Technology Holdings, LLC logo
Priority Technology Holdings, LLC

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.

Senior Relationship Manager, Platform Relationships

Location

United States

Posted

42 days ago

Salary

$75K - $95K / year

Seniority

Lead

No structured requirement data.

Job Description

Senior Relationship Manager, Platform Relationships

Priority Technology Holdings, LLC

Role Description 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: - 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. Qualifications - 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. Benefits - Compensation range: $75k - $95k - 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 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. 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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