Sr. Relationship Manager, Banking & Treasury

Job title: Senior Relationship Manager, Banking & Treasury Services
Reports to: Director of Banking, Treasury, and Platform Relationships
Department: Passport

Location: Remote or Alpharetta, GA
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 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.

Responsibilities: 

Technical Integration & Development Support

• Sandbox Provisioning: Translate client needs into technical requirements to rapidly provision sandbox environments and enable necessary API features.

• Kickoff & Workflow Design: Lead technical discovery sessions to map transaction lifecycles, ensuring developers' architectures align with platform capabilities.

• Documentation Mastery: Provide, explain, and update API documentation; act as the subject matter expert (SME) for all technical queries during the build phase.

• Troubleshooting: Independently diagnose integration errors, API response failures, and configuration issues before escalating to the core API team.

Certification & Quality Assurance

• Intake Management: Rigorously review developer documentation and test logs for accuracy and completeness.

• Certification Liaison: Advocate for developers with the internal API team, managing feedback loops and ensuring all revisions meet standards.

• Go-Live Readiness: Deliver clear, actionable go-live instructions and perform final configuration checks for seamless sandbox-to-production transitions.

Support & Operational Excellence

• End-to-End Resolution: Own inbound API/ISV support tickets from receipt to resolution; deeply investigate merchant issues and account locks to avoid "pass-through" support.

• Hardware Logistics: Coordinate ordering and shipping of payment terminals for testing and live environments.

• Cross-Functional Coordination: Act as the central hub for Payment Operations, API Developers, and ACH teams to prevent project stalls from communication gaps.

Success Metrics (Key Performance Indicators)

Performance will be measured by:

1. Time-to-Market: Speed from sandbox request to production approval.

2. Integration Quality: Low volume of support tickets from merchants in their first 30 days post-go-live.

3. Accuracy: Zero errors in initial s