Remote Relationship Manager - Banking & Treasury Services

Priority Technology Holdings, Llc; United States; Remote; USD 76.000 - 85.000; Vollzeit

Benefits dieser Stelle

401(k) match

Employee Stock Purchase Program (ESPP)

HSA and FSA options

Medical, dental, and vision coverage

Lyra Health mental health support

Carrot family planning benefits

Gym and virtual wellness programs

3 weeks PTO to start + unlimited PTO

Zusammenfassung

Priority Technology Holdings, Inc. is seeking a Relationship Manager for Banking & Treasury Services. This remote US role focuses on managing high-value clients, driving satisfaction, retaining customers, and cross-selling products.

You will serve as a trusted advisor, uphold client relationships post-integration, and collaborate with internal teams to meet client needs while contributing to revenue growth and product improvements.

Qualifikationen

• Associate’s degree in Finance, Business, or equivalent work experience.
• 5+ years of experience in client success, account management, or a relationship management role, preferably in a FinTech or Banking environment.
• Banking Operations / Treasury Experience preferred.
• 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.

Aufgaben

• Relationship Management: Establish and nurture trust-based relationships with clients after integration and maintain deep product knowledge to address queries.
• Regular client check-ins and understanding evolving needs; advocate for roadmap and product solutions.
• Escalation management and collaboration with internal teams to resolve issues.
• Lead Quarterly Business Reviews with Partners and drive feature adoption and revenue growth.
• Assigned to higher-touch enterprise clients and create SOPs (Standard Operating Procedures).
• Cross-Functional Collaboration: Coordinate with sales, marketing, product, and other departments; provide client feedback for product improvements.

Kenntnisse

Verbal communication

Written communication

Interpersonal skills

Relationship management

End-to-end process understanding

Crucial conversations

Patience and diplomacy

Cross-functional collaboration

Ausbildung

Associate’s degree in Finance, Business, or equivalent

Jobbeschreibung

Priority Technology Holdings, Inc. is seeking a Relationship Manager for Banking & Treasury Services. This remote US role focuses on managing high-value clients, driving satisfaction, retaining customers, and cross-selling products.

You will serve as a trusted advisor, uphold client relationships post-integration, and collaborate with internal teams to meet client needs while contributing to revenue growth and product improvements.