Priority · 2 hours ago
Banking, Treasury & Platform Services Analyst
United States
Full-time
Remote
Entry, Mid Level
$74K/yr - $90K/yr
2+ years expPriority Technology Holdings, Inc. is a leading financial technology company focused on delivering innovative financial solutions. They are looking for a proactive Banking, Treasury & Platform Services Analyst to support the commercial lifecycle, ensuring a seamless customer experience through pricing proposals, application tracking, and internal coordination.
Financial ServicesPaymentsProfessional Services
Responsibilities
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
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
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
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
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
Qualification
Required
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
Benefits
Bonus programs
401(k) match
Employee Stock Purchase Program (ESPP)
HSA and FSA options
Financial wellness resources and employee discount programs
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)
3 weeks PTO to start, with unlimited PTO after year one
Education expense reimbursement
Leadership development programs
Certified Payments Professional (CPP) certification support
Company
Priority
Priority is for leaders who want to challenge tradition and drive impact, no matter their title or industry.
1001-5000 employees
H1B Sponsorship
Priority has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (4)
2023 (4)
2022 (2)
Funding
Current Stage
Late StageLeadership Team
Thomas Priore
Executive Chairman & Chief Executive Officer
Tim O'Leary
Chief Financial Officer
Recent News
2025-12-08
Company data provided by crunchbase