Sr. Relationship Manager, Banking & Treasury

Job Description

Job Description

Job title: Senior Relationship Manager, Banking & Treasury Services
Reports to: Director of Banking, Treasury, and Platform Relationships
Department: Passport

Location: Remote or Alpharetta, GA
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:

Technical Integration & Development Support

• Sandbox Provisioning: Translate client needs into technical requirements to rapidly provision sandbox environments and enable necessary API features.

• Kickoff & Workflow Design: Lead technical discovery sessions to map transaction lifecycles, ensuring developers' architectures align with platform capabilities.

• Documentation Mastery: Provide, explain, and update API documentation; act as the subject matter expert (SME) for all technical queries during the build phase.

• Troubleshooting: Independently diagnose integration errors, API response failures, and configuration issues before escalating to the core API team.

Certification & Quality Assurance

• Intake Management: Rigorously review developer documentation and test logs for accuracy and completeness.

• Certification Liaison: Advocate for developers with the internal API team, managing feedback loops and ensuring all revisions meet standards.

• Go-Live Readiness: Deliver clear, actionable go-live instructions and perform final configuration checks for seamless sandbox-to-production transitions.

Support & Operational Excellence

• End-to-End Resolution: Own inbound API/ISV support tickets from receipt to resolution; deeply investigate merchant issues and account locks to avoid "pass-through" support.

• Hardware Logistics: Coordinate ordering and shipping of payment terminals for testing and live environments.

• Cross-Functional Coordination: Act as the central hub for Payment Operations, API Developers, and ACH teams to prevent project stalls from communication gaps.

Success Metrics (Key Performance Indicators)

Performance will be measured by:

1. Time-to-Market: Speed from sandbox request to production approval.

2. Integration Quality: Low volume of support tickets from merchants in their first 30 days post-go-live.

3. Accuracy: Zero errors in initial setup of Unified Commerce account hierarchies.

4. Responsiveness: Meeting or exceeding SLA times for support tickets and white-glove project inquiries.

What Success Looks Like:

Success in 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:

1. Strong Client Relationships

• Clients trust you as their main point of contact.

• They feel supported and confident using the banking/treasury product.

2. Happy & Retained Clients

• Clients’ issues are resolved quickly.

• They stay with the company and continue using the product.

3. Product Adoption & Growth

• Clients understand and use more features of the product.

• You identify opportunities for upselling or cross-selling.

4. Being the Voice of the Customer

• You share client feedback with internal teams.

• Your insights help improve the product and customer experience.

5. Proactive client management

• Regular check-ins.

• Quarterly reviews uncover client needs before problems arise.

6. Effective problem resolution

• You coordinate with internal teams to resolve issues quickly and escalate when needed.

7. Valuable customer insights

• Client feedback is consistently shared with product and other teams to improve the platform.

8. Operational excellence

• Processes, documentation (SOPs), and internal collaboration run smoothly.

In short: Success means keeping clients happy, growing their usage of the product, solving their problems efficiently, and acting as the voice of the customer internally.

Candidate Requirements:

Minimum 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 - $93k
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.

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