企业客户成功经理，Prisma
Enterprise Customer Success Manager, Prisma
职位名称：企业客户成功经理
汇报对象：运营总监 - Prisma
部门：Prisma
地点：远程办公
职级：18
关于 Priority：
Priority Technology Holdings, Inc. 是一家领先的金融科技公司，致力于提供个性化的、易于采用的金融工具集，帮助 businesses 加速现金流并优化营运资金。我们的愿景是消除解锁收入的障碍——赋能 businesses 更快速地增长并更智能地运营。
我们通过 Priority Commerce Engine 实现这一目标，这是一个创新平台，结合了应付账款、收单以及银行和资金解决方案。这种统一的方法使 businesses 能够简化财务运营，降低不必要的成本，并发现新的收入机会。
在 Priority，我们以结果为导向。我们期望员工以结果著称——为每个挑战带来专业知识、动力和不懈的关注，帮助我们的客户和彼此取得成功。
关于该职位：
Prisma 正通过创新的支付解决方案和住户技术重塑多户型行业。我们正在寻找一位具有战略眼光、商业意识的企业客户成功经理，能够在建立高管关系、推动客户采用、影响收入增长以及帮助客户实现可衡量的业务成果方面表现出色。
这是一个高度可见的职位，负责管理 Prisma 最具战略性和复杂性的客户关系。企业客户成功经理作为指定账户的高管业务负责人，与高级客户利益相关者合作，最大化业务价值，推动采用，识别收入增长机会，并确保长期战略成功。
此职位需要一位高度独立、具有咨询性质的专业人士，能够自如应对不确定性，影响高管决策者，领导复杂的跨职能项目，并作为组织内客户成功的指挥官。
职责：
- 管理 Prisma 最大且最具战略意义的多户型客户组合，作为客户生命周期中的高管关系负责人。
- 通过了解他们的业务目标并将其与 Prisma 解决方案对齐，与高管支持者、区域领导和运营利益相关者建立信任关系。
- 制定多年期的战略账户计划，以提高客户采用率，改善业务表现
查看英文原文
Job title:Enterprise Customer Success Manager
Reports to:Director, Operations- Prisma
Department:Prisma
Location:Remote
Grade:18
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:
Prisma is transforming the multifamily industry through innovative payment solutions and resident technology. We're looking for a strategic, commercially minded Enterprise Customer Success Manager who thrives on building executive relationships, driving customer adoption, influencing revenue growth, and helping customers achieve measurable business outcomes.
This is a highly visible role responsible for owning Prisma's most strategic and complex customer relationships. The Enterprise Customer Success Manager serves as the executive business leader for assigned accounts, partnering with senior customer stakeholders to maximize business value, drive adoption, identify revenue growth opportunities, and ensure long-term strategic success.
This role requires a highly independent, consultative professional who is comfortable navigating ambiguity, influencing executive decision-makers, leading complex cross-functional initiatives, and acting as the quarterback for customer success across the organization.
Responsibilities:
- Own a portfolio of Prisma's largest and most strategic multifamily customers, serving as the executive relationship owner throughout the customer lifecycle.
- Build trusted relationships with executive sponsors, regional leadership, and operational stakeholders by understanding their business objectives and aligning Prisma solutions to long-term strategic goals.
- Develop multi-year strategic account plans that increase customer adoption, improve business outcomes, protect recurring revenue, and identify expansion opportunities.
- Quarterback complex customer initiatives by aligning Sales, Product, Engineering, Support, Finance, Operations, and Implementation teams to deliver a seamless customer experience and successful business outcomes.
- Lead Executive Business Reviews (EBRs), Quarterly Business Reviews (QBRs), and executive planning sessions that reinforce ROI, communicate strategic value, and influence executive decision-making.
- Develop and execute customer Success Plans that align executive priorities with measurable adoption, retention, and growth objectives.
- Drive customer adoption by developing tailored engagement strategies that increase resident utilization, payment volume, and overall platform value.
- Proactively identify, develop, and influence expansion opportunities by understanding customer priorities, recommending additional Prisma solutions, building executive business cases, and partnering with Sales to drive revenue growth.
- Monitor customer health, proactively identify business risks, and develop executive-level mitigation strategies that improve retention, protect recurring revenue, and strengthen customer partnerships.
- Serve as the voice of the customer by uncovering business requirements, translating customer feedback into actionable insights, and influencing Product roadmap discussions.
- Develop and maintain executive relationships while serving as the primary strategic advisor responsible for customer retention, growth, and long-term business planning across assigned accounts.
- Influence customer business strategy by leveraging industry trends, benchmarking, and consultative recommendations that improve operational performance and maximize return on investment.
- Assist in configuration of the product against customer specifications
- Ability to provide revenue forecasting reports to sales and leadership management
- Lead complex customer escalations with urgency and ownership, coordinating internal stakeholders and maintaining executive-level communication throughout resolution.
- Use customer data, industry trends, financial metrics, and business insights to guide strategic conversations, identify opportunities, forecast customer growth, and influence customer success strategies.
- Continuously improve the Customer Success organization by identifying scalable process improvements, mentoring teammates, sharing best practices, and contributing to the evolution of strategic account management.
What Success Looks Like:
Success in a Enterprise Customer Success Manager (CSM) role is measured by how effectively you help customers achieve their desired outcomes, deepen their relationship with the company, and drive long-term business growth. It’s about being both a trusted advisor to the customer and a strategic partner to the business.
Candidate Requirements:
- 7+ years of experience in Enterprise Customer Success, Strategic Account Management, Enterprise SaaS, Consulting, or a related customer-facing leadership role.
- Demonstrated success managing complex enterprise customer relationships and influencing executive stakeholders.
- Proven ability to drive customer adoption, protect recurring revenue, and influence measurable revenue growth within existing customer portfolios.
- Experience developing executive business cases and partnering with Sales to expand strategic customer relationships.
- Strong commercial acumen with the ability to identify customer business challenges and translate them into growth opportunities.
- Exceptional executive communication, presentation, negotiation, and relationship-building skills.
- Strong organizational, analytical, consultative, and project management abilities.
- Demonstrated ability to independently lead complex customer initiatives involving multiple cross-functional stakeholders.
- Proficiency with CRM platforms such as HubSpot or Salesforce.
- Ability to travel up to 20%.
Preferred Experience
- Experience in PropTech, FinTech, multifamily housing, digital payments, banking, or enterprise software.
- Experience managing strategic customer portfolios representing significant recurring revenue.
- Experience presenting to executive audiences including C-suite, Vice Presidents, and Regional Leadership.
- Experience mentoring Customer Success professionals or leading cross-functional strategic initiatives.
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 & Benefits:
Compensation range:$100,000 - $120,000
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.
Originally posted on Himalayas