Banking, Treasury & Platform Services Strateg

Job Title: Banking, Treasury & Platform Services Strategist

Reports to: VP, Transaction Banking

Department: Passport Finops

Location: Remote

Grade:  22

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 highly knowledgeable and strategic Banking, Treasury, & Platform Services Strategist to act as the critical link between our Enterprise function and Sales teams. This role requires a deep understanding of banking operations, treasury services, risk management, compliance frameworks, and technical solutions. The ideal candidate will support sales efforts by providing subject matter expertise in pre-sales scenarios, identifying gaps, preparing sales reps with the right questions to ask prospects, and ensuring opportunities are qualified with the appropriate depth of knowledge.

Responsibilities: 

Sales Enablement & Support

• Serve as the go-to advisor for Sales on all banking and treasury-related inquiries during the presales process.

• As a subject matter expert, your expertise helps Sales convert leads by providing commercial insight, building credibility with potential customers. 

• Participate in internal deal strategy calls to assess client needs and align internal understanding of complex treasury/banking solutions.

• Equip Sales with tailored discovery questions to uncover deeper client requirements and risks.

• Translate technical and regulatory requirements into actionable insights for Sales.

• Help generate content and provide insights to support broader marketing initiatives.

Enterprise Liaison

• Act as a conduit between Sales and Enterprise (Product, Risk, Compliance, Operations, Marketing) to ensure alignment in solutions offered.

• Ensure sales opportunities meet internal risk, compliance, and technical viability thresholds before advancing.

• Flag potential deal blockers early and guide Sales on how to navigate complex regulatory or technical landscapes.

Subject Matter Expertise

• Maintain deep expertise in areas such as cash management, payments, liquidity, bank connectivity, KYC/AML, sanctions, and treasury management systems (TMS).

• Stay up to date with industry trends, emerging risks, and changes in the regulatory environment that affect banking and treasury products.

Pre-qualification & Deal Vetting

• Review opportunities prior to Enterprise team engagement to assess technical and regulatory fit.

• Develop and maintain checklists, playbooks, and qualification frameworks for Sales to use during client discovery.

Collaboration & Knowledge Sharing

• Conduct regular training sessions and briefings for Sales teams on banking/treasury topics, new products, or compliance updates.

• Contribute to internal knowledge bases, including FAQs, discovery guides, and solution maps.

What Success Looks Like:

• Sales teams consistently rely on your guidance to navigate complex banking and treasury solutions, resulting in more effective client discovery and higher-quality opportunities entering the pipeline.

• Communicates and shares information in a way that fosters meaningful, two-way conversations.

• Efficiently identifies and addresses the core challenges preventing process optimization, while providing consultation on the most effective and tailored path forward.

• Enterprise stakeholders report smoother engagements with Sales due to well-vetted and appropriately qualified opportunities.

• Risk, Compliance, and Technical teams experience fewer late-stage surprises or blockers, thanks to your proactive prequalification processes.

• You are recognized as a go-to expert on banking and treasury matters—trusted for your ability to bridge business needs with technical and regulatory realities.

• Internal knowledge resources (e.g., playbooks, discovery guides, checklists) are regularly updated and leveraged across Sales and Enterprise teams.

• Your contributions directly lead to increased deal velocity, reduced rework, and improved client onboarding readiness.

• New hires and existing Sales team members benefit from your regular training sessions, resulting in higher confidence and competency in early-stage client conversations.

• You are seen as a strategic partner—not just a process facilitator—who helps shape the go-to-market strategy through insights and alignment.

Candidate Requirements:

• Ability to travel 10 - 20%   

• Bachelor’s degree in Finance, Economics, Business, or related field (MBA or relevant certification preferred).

• 10 + years of experience in banking, treasury, corporate finance, or financial technology roles.

• Strong understanding of banking operations, treasury products (e.g., liquidity, payments, FX), and compliance frameworks (e.g., AML, OFAC, SOX).

• Familiarity with technical frameworks such as API integrations, file formats (ISO 20022, SWIFT), and TMS platforms.

• Experience working in or supporting a Sales or client-facing environment is a strong plus.

• Excellent communication and interpersonal skills with the ability to translate complex technical and regulatory topics into practical guidance for non-experts.

• Highly organized with strong project management and analytical skills.

Preferred Skills:

• Treasury certifications (e.g., CTP, AAP) or banking credentials (e.g., CRCM, CAMS).

• Experience with enterprise clients and large-scale financial solution sales cycles.

• Background in financial technology (fintech) or SaaS-based treasury solutions.

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: $174,395
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.