Banking, Treasury & Platform Services Strateg

Priority Technology Holdings, LLC

11d•Remote

About The Position

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.

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.

Nice To Haves

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.

Responsibilities

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.
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.
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.
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.
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.