Sr. Relationship Manager, Banking & Treasury

Priority Technology Holdings, LLC•Alpharetta, GA

1d•Remote

About The Position

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.

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.

Responsibilities

Translate client needs into technical requirements to rapidly provision sandbox environments and enable necessary API features.
Lead technical discovery sessions to map transaction lifecycles, ensuring developers' architectures align with platform capabilities.
Provide, explain, and update API documentation; act as the subject matter expert (SME) for all technical queries during the build phase.
Independently diagnose integration errors, API response failures, and configuration issues before escalating to the core API team.
Rigorously review developer documentation and test logs for accuracy and completeness.
Advocate for developers with the internal API team, managing feedback loops and ensuring all revisions meet standards.
Deliver clear, actionable go-live instructions and perform final configuration checks for seamless sandbox-to-production transitions.
Own inbound API/ISV support tickets from receipt to resolution; deeply investigate merchant issues and account locks to avoid "pass-through" support.
Coordinate ordering and shipping of payment terminals for testing and live environments.
Act as the central hub for Payment Operations, API Developers, and ACH teams to prevent project stalls from communication gaps.