Banking, Treasury & Platform Services Analyst

Priority Technology Holdings, LLC

12d•$74,000 - $90,000•Remote

About The Position

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.

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.

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.