Banking, Treasury & Platform Services Analyst

Job Title: Banking, Treasury & Platform Services Analyst

Reports to: VP, Transaction Banking

Department: Passport Finops

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:

We are seeking a proactive and detail-oriented Banking, Treasury & Platform Services Analyst to support the commercial lifecycle from initial client engagement through warm handoff and post-implementation review. This role plays a key part in ensuring a seamless customer experience by distributing pricing proposals, tracking application progress, and orchestrating internal coordination as deals move through the sales funnel.

The ideal candidate is highly organized, responsive, and comfortable working cross-functionally with Sales, Implementation, Product, and Customer Success teams to maintain momentum and ensure that every opportunity is handled with care and consistency.

Responsibilities: 

Pricing & Proposal Support

• Prepare pre-sales materials: financial statement review, fee comparisons, account structures, flow-of-funds diagrams, ACH Return report analysis, etc.

• Distribute customized pricing proposals and supporting materials to prospects in coordination with Sales and Product.

• Create estimated revenue reporting for Sales to accurately capture pipeline opportunities.

• Maintain accurate records of pricing requests, approvals, and client responses within the CRM or tracking systems.

• Track turnaround times and follow up on outstanding proposals to ensure continued client engagement.

Application & Sales Process Tracking

• Monitor client application status and proactively follow up on missing documentation or incomplete submissions.

• Serve as the primary point of contact between clients and internal teams for logistical or administrative questions during pre-sales.

• Update internal systems to reflect status changes, milestones, and dependencies.

Warm Handoff Coordination

• Collaborate with multiple departments to ensure the implementation meets expectations and timelines

• Upon verbal or formal client acceptance (“yes”), coordinate internal kickoff meetings between Sales and Implementation.

• Prepare and share warm handoff packages that include client expectations, agreed-upon solutions, pricing details, and risk considerations.

• Ensure stakeholders are aligned on next steps and timelines before implementation begins.

Post-Implementation Review Facilitation

• Schedule and support post-implementation review meetings between Sales, Customer Success, and clients to assess early performance.

• Capture feedback, outstanding items, and potential upsell or cross-sell opportunities.

• Document insights and pass them along to the appropriate teams to inform continuous improvement.

Internal Collaboration & Process Optimization

• Proactively collaborate with team and stakeholders to ensure operational performance of day-to-day tasks

• Maintain and improve documentation templates, handoff playbooks, and checklists to streamline repeatable processes.

• Collaborate with Sales Enablement and RevOps to identify gaps and propose enhancements to the pre-sales coordination function.

• Support ad-hoc reporting and special projects as needed.

• Work with senior leadership and internal peer groups on continuous improvement projects targeted at enhancing the client’s sales & onboarding experience.

What Success Looks Like:

• Consistently operates with minimal need for direction, taking initiative to improve processes and maintains thorough documentation that enhances team efficiency and knowledge sharing.

• Sales and implementation teams report fewer delays, clearer transitions, and improved coordination due to your consistent, proactive communication.

• Pricing and proposal distribution is timely and well-documented, leading to faster decisions and fewer errors.

• You create a smooth and professional client experience during the pre-sales and handoff phases, increasing client confidence and satisfaction.

• Your organized tracking ensures applications and onboarding do not stall, and post-implementation reviews surface valuable insights.

• You are viewed as a reliable, responsive, and indispensable part of the sales process.

Candidate Requirements:

• Bachelor's degree in Business, Communications, Operations, or related field preferred.

• 2+ years of experience in a sales support, sales operations, or customer onboarding coordination role.

• Strong project coordination skills with a high attention to detail and accuracy.

• Excellent written and verbal communication skills, with the ability to interact professionally across departments and with clients.

• Proficient in CRM tools (e.g., Salesforce), Excel/Sheets, and task/project management software (e.g., Asana, Monday.com, or similar).

• Proven ability to juggle multiple tasks and deadlines in a fast-paced environment.

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: $74,000 - $90,000
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.