Offer summary

Qualifications:

3–6+ years in Customer Success, Account Management, or Client Services role., Experience in SaaS, PropTech, or a related B2B technology environment., Excellent communication, relationship-building, and problem-solving skills., Familiarity with analyzing P&L and account performance metrics..

Key responsibilities:

Serve as the primary point of contact for key client accounts and build long-term relationships.

Monitor account health and identify opportunities for upselling and cross-selling.

Drive client adoption through engagement campaigns and collaborate with internal teams.

Maintain CRM records and generate performance reports for clients and stakeholders.

Job description

Job title: Customer Success Manager
Reports to: Director, Operations- Prisma

Department: Prisma

Location: Arizona or Remote

Grade: 17

Our Company: Priority Technology Holdings, Inc. is a leading financial technology company that specializes in providing integrated payments and banking solutions. Our innovative native platform empowers businesses to effortlessly collect, store, and send money in a scalable manner. We are committed to revolutionizing the way companies handle their financial transactions by offering cutting-edge technology and exceptional customer service.

Job Summary: We’re a fast-growing PropTech company transforming how real estate operates through cutting-edge technology, data, and industry expertise. We're looking for a Client SuccessManager who is passionate about delivering exceptional customer experiences, growing strategic accounts, and making a measurable impact.In this role, you’ll be a trusted partner to our clients—driving product adoption, resolving challenges, uncovering growth opportunities, and ensuring long-term success.

RESPONSIBILITIES:

Client Relationship Management

Serve as the primary point of contact for a portfolio of key client accounts.
Build and nurture long-term relationships with stakeholders at all levels.
Lead weekly check-ins and strategic quarterly business reviews

Client Growth & Performance

Monitor account health including volume, revenue, and P&L performance.
Identify opportunities for upselling and cross-selling based on client needs.
Build and execute strategic account plans that drive measurable outcomes.

Onboarding, Adoption & Enablement

Drive adoption through engagement campaigns, education, and best practices.
Collaborate with internal teams to scale client success programs.

Reporting & Data Management

Maintain up-to-date CRM records and customer data.
Generate and share regular performance and health reports with clients and internal stakeholders.
Leverage data insights to inform client strategies and internal planning.

Satisfaction, Retention & Billing

Monitor customer satisfaction and NPS scores, following up on feedback.
Manage renewal processes and support retention strategies.
Partner with Finance and AR teams to ensure billing accuracy and resolve discrepancies.

MINIMUM REQUIREMENTS:

3–6+ years in a Customer Success, Account Management, or Client Services role.
Experience in SaaS, PropTech, or a related B2B technology environment.
Demonstrated success managing high-value accounts and delivering ROI.
Excellent communication, relationship-building, and problem-solving skills.
Comfort working cross-functionally with Sales, Product, and Support teams.

PREFERRED REQUIREMENTS:

Knowledge of real estate, multifamily, or commercial property management.
Experience with tools like Salesforce, HubSpot, Looker, or similar CRMs.
Familiarity with analyzing P&L and other account performance metrics.
Understanding of ACH, credit card transactions, refunds, chargebacks, etc.

Compensation and Benefits:

Compensation range: $72,000
OTE:$90,000
End of Year Discretionary Bonus
Unlimited PTO after year 1 (3 weeks to start)
Medical, Dental & Vision
401k Match
Education Expense Reimbursement
Gym Membership Reimbursement
HSA and FSA
Employee assistance program (EAP)

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.

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