Account Manager II

Job title: Account Manager II, Banking & Treasury Relationships

Reports to: Director - Banking, Treasury & Platform Relationships

Department: Passport

Location: Remote

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 an Account Manager II, Banking & Treasury Relationships, 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 Account Manager II, Banking & Treasury Relationships 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.

Responsibilities:Account 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.
• Quarterly Business Reviews.
• Continually push for new feature adoption with existing clients.
• Actively drive to increase bottom line revenue.
• Assigned to higher-touch enterprise clients.
• Creating SOPs (Standard Operating Procedures).

What Success Looks Like:

Success in the Account Manager II, Banking & Treasury Relationships role looks like being a trusted advisor to high-value clients while driving measurable business impact. Specifically, success includes:

• Strong client relationships: Clients view you as their primary strategic partner, trust your guidance, and consistently engage in meaningful business reviews.
• High retention and satisfaction: Enterprise clients renew, expand, and advocate for Priority due to strong outcomes and proactive support.
• Revenue growth: You drive adoption of new features, identify upsell/cross-sell opportunities, and contribute directly to bottom-line growth.
• Operational excellence: Issues are resolved efficiently, escalations are well-managed,and clear SOPs improve internal consistency and client experience.
• Product and process influence: Client feedback is translated into actionable insights that shape roadmap priorities and service improvements.Cross-functional impact: You collaborate effectively with sales, product, banking,treasury, and operations teams to deliver seamless end-to-end solutions.

Ultimately, success means your clients are achieving their financial and operational goals while Priority grows stronger, more scalable, and more trusted in the market.

Candidate Requirements:

• Bachelor’s degree in Finance, Business, or equivalent work experience.
• 5+ years of experience in client success, account management, or a related 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.

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: $71,400 - $85,000

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.