Get the chrome extension Relationship Manager, Banking & Treasury Serv
Priority
Job title:Relationship Manager, Banking & Treasury Services
Reports to:Director of Banking, Treasury, and 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 tobe known for results- bringing expertise, momentum, and relentless focus to every challenge, helping our clients and each other thrive.
About the Role:
As a 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 core clients who are growing and looking for opportunities to cross-sell our products.
Responsibilities:
Relationship 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.
Leading Quarterly Business Reviews with Partners.
Continually push for new feature adoption with existing clients.
Actively drive increase to bottom line revenue.
Assigned to higher-touch enterprise clients.
Creating SOPs (Standard Operating Procedures).
Cross-Functional Collaboration
Internal coordination: Collaborate with various internal teams to effectively meet client needs and identify upselling or cross-selling opportunities.
Feedback loop: Work with sales, marketing, product, and other departments to provide client feedback, contributing to product improvements and the development of new offerings.
What Success Looks Like:
Success in the 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.
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.
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:$76k - $85k
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.
Originally posted on Himalayas
Senior Enterprise Relationship Manager
BlackCloak
What You Will Do
Manage a portfolio of BlackCloak’s largest and most strategic enterprise clients, building trusted relationships with executive sponsors, security leaders, and the executives and families enrolled in the program
Own retention and adoption results for your book of business, including NRR, logo retention, enrollment, onboarding, and utilization
Lead onboarding for complex, high-profile accounts, working with Sales to set clear expectations and get members enrolled quickly
Monitor account health and adoption, step in early when risk appears, and lead the plan to recover at-risk accounts
Build executive-level relationships across each client so every account stays engaged through leadership changes
Use account data and analytics to show clients the value of their program, and turn those insights into clear, compelling business reviews for senior stakeholders
Use AI tools and workflows to automate routine work, analyze account data, and produce client-ready content, from business reviews to executive reports
Coordinate trainings and work with internal teams to resolve client issues quickly
Identify opportunities to expand program coverage and partner with Sales on strategy for your accounts
Help shape the team’s playbooks, health criteria, and processes based on what you see in your accounts
Mentor and support other ERMs, sharing best practices and helping onboard new team members
Contribute to portfolio health reviews and forecasting with accurate, well-reasoned account assessments
What You Need to be Successful
Bachelor’s degree in a relevant field, or equivalent experience
5+ years of experience in customer success or account management, with a focus on enterprise clients
Solid understanding of cybersecurity and privacy concepts, and the ability to discuss them credibly with security leaders
Confident communication and executive presence, including leading business reviews and difficult conversations with senior stakeholders
Strong analytical skills, with experience using data to assess account health, forecast risk, and show clients the value of their program
Hands-on experience with AI tools and building AI-assisted workflows that improve how you and your team work
Deep experience with a CRM or client success platform (Planhat, Gainsight, Salesforce, or similar)
Proven track record of driving retention and adoption, with working knowledge of metrics such as NRR, logo retention, and utilization
Experience managing escalations and recovering at-risk accounts
Ability to work independently, manage a complex book of business, and help improve team processes
Interest in mentoring and supporting other team members
Discretion and sound judgment when working with executives, high-net-worth individuals, and sensitive personal information
Willingness to travel to meet with clients when needed
About BlackCloak
Learn More about Us
Originally posted on Himalayas