Customer Success Manager

Priority; United States; Remote; USD 73,000 - 100,000; Full time

Job summary

Join a leading financial technology company as a Customer Success Manager. This role requires building strong client relationships, driving product adoption, and ensuring long-term success. With exceptional communication skills and experience in a B2B technology environment, you'll have the opportunity to make a measurable impact.

Benefits

Unlimited PTO after year 1

401k Match

Education Expense Reimbursement

Qualifications

• 3–6+ years in a Customer Success, Account Management role.
• Experience in SaaS or B2B technology environment.
• Demonstrated success managing high-value accounts.

Responsibilities

• Serve as the primary contact for key client accounts.
• Identify opportunities for upselling and cross-selling.
• Maintain up-to-date CRM records and customer data.

Skills

Excellent communication

Relationship-building

Problem-solving

Tools

Salesforce

HubSpot

Job description

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Reports to: Director, Operations- Prisma

Department: Prisma

Location: Remote

Grade: 17

Our Company: Priority Technology Holdings, Inc. is a leading financial technology company that specializes in providing integrated payments and banking solutions. Our innovative native platform empowers businesses to effortlessly collect, store, and send money in a scalable manner. We are committed to revolutionizing the way companies handle their financial transactions by offering cutting-edge technology and exceptional customer service.

Job Summary: We’re a fast-growing PropTech company transforming how real estate operates through cutting-edge technology, data, and industry expertise. We're looking for a Client Success Manager who is passionate about delivering exceptional customer experiences, growing strategic accounts, and making a measurable impact.In this role, you’ll be a trusted partner to our clients—driving product adoption, resolving challenges, uncovering growth opportunities, and ensuring long-term success.

RESPONSIBILITIES:

Client Relationship Management

• Serve as the primary point of contact for a portfolio of key client accounts.
• Build and nurture long-term relationships with stakeholders at all levels.
• Lead weekly check-ins and strategic quarterly business reviews.

Client Growth & Performance

• Identify opportunities for upselling and cross-selling based on client needs.
• Build and execute strategic account plans that drive measurable outcomes.

Onboarding, Adoption & Enablement

• Drive adoption through engagement campaigns, education, and best practices.
• Collaborate with internal teams to scale client success programs.

Reporting & Data Management

• Maintain up-to-date CRM records and customer data.
• Generate and share regular performance and health reports with clients and internal stakeholders.
• Leverage data insights to inform client strategies and internal planning.
• Monitor customer satisfaction and NPS scores, following up on feedback.
• Manage renewal processes and support retention strategies.
• Partner with Finance and AR teams to ensure billing accuracy and resolve discrepancies.

MINIMUM REQUIREMENTS:

• 3–6+ years in a Customer Success, Account Management, or Client Services role.
• Experience in SaaS, PropTech, or a related B2B technology environment.
• Demonstrated success managing high-value accounts and delivering ROI.
• Excellent communication, relationship-building, and problem-solving skills.
• Comfort working cross-functionally with Sales, Product, and Support teams.

PREFERRED REQUIREMENTS:

• Knowledge of real estate, multifamily, or commercial property management.
• Experience with tools like Salesforce, HubSpot, Looker, or similar CRMs.
• Familiarity with analyzing P&L and other account performance metrics.
• Understanding of ACH, credit card transactions, refunds, chargebacks, etc.
• Has experience with Property Management Company

Compensation and Benefits:

• Compensation range: $73,000-100,000
• End of Year Discretionary Bonus
• Unlimited PTO after year 1 (3 weeks to start)
• 401k Match
• Education Expense Reimbursement
• HSA and FSA
• Employee assistance program (EAP)

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management, Business Development, and Sales

• Industries

  Financial Services and Real Estate

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