Manager, Partner Onboarding at Priority Technology Holdings, Inc.
Priority Technology Holdings, Inc. · Alpharetta, United States Of America · Hybrid
- Professional
- Office in Alpharetta
Reports to: Director, Payment Operations
Department: Customer Success
Location: Alpharetta, GA or Remote
Grade: 19
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:
As the Manager, Partner Onboarding (Player/Coach), you will lead by example—directly onboarding new partners while also managing and mentoring a team of onboarding coordinators. You’ll play a pivotal role in ensuring every new partner; ISO, ISV, or Referral is educated, activated, and empowered to succeed within their first 30 days. You will also oversee and continuously improve the onboarding process, ensuring consistency, scalability, and a high-quality partner experience. This dual-role position requires a professional who thrives in both execution and leadership, combining hands-on partner engagement with strategic oversight of the onboarding function.
Responsibilities:
Player Responsibilities (Individual Contributor Focus):
- Directly train new partners on MX Connect, including Account Boarding, Cases, Reporting, and Compensation.
- Formally introduce new partners to Priority products and onboard new partners on Priority’s platforms, including MX Connect, MX Merchant, Passport (unified banking solution, Plastiq, Payroll, Priority Capital, Terminals, e|tab and other relevant products as needed.
- Guide partners through account boarding, case management, reporting, and compensation tools.
- Support partners with initial operational needs, including Underwriting, Risk, Deployment, and Customer Service.
- Ensure successful partner activation (e.g., 5+ active accounts within 30 days).
- Audit compensation statements and ensure partners understand earnings and payout models.
- Track and report individual partner progress, providing detailed documentation and analysis.
- Facilitate seamless transition of activated partners to Strategic Account Management or Partner Support teams.
Manager/Coach Responsibilities (Leadership Focus):
- Lead and mentor the onboarding team, fostering a high-performance, partner-first culture.
- Oversee the end-to-end onboarding lifecycle, ensuring consistency and quality across coordinators.
- Create and implement QA processes for training, coaching the team on delivery excellence.
- Monitor & update reporting, team KPIs (activation rates, training success, support quality), identifying areas for improvement.
- Act as an escalation point for complex partner onboarding issues.
- Partner with cross-functional teams (Product, Operations, Sales) to align onboarding with company goals.
- Identify opportunities for automation, improved documentation, and onboarding efficiency.
Contribute to onboarding strategy and scalability plans as Priority’s partner ecosystem grows.
What Success Looks Like:
Success as a Manager, Partner Onboarding means ensuring new partners are integrated quickly, efficiently, and in a way that sets them up for long-term success within your ecosystem. Your role sits at the intersection of project management, relationship building, and operational excellence.
- Partners have a smooth, structured, and positive onboarding journey.
- Onboarding timelines are met or exceeded.
- Onboarding processes are well-documented, repeatable, and scalable.
- Automation and tooling reduce manual work and errors.
- Strong collaboration with Sales, Product, Support, and Legal.
Candidate Requirements:
Required:
- 1–2 years of people leadership, mentoring, or team lead experience.
- Experience onboarding and training partners in a fast-paced sales/service environment.
- Strong understanding of ISO, ISV, and Referral partner models.
- Familiarity with sales partner residual compensation structures and common issues.
- Proficiency in Microsoft Office, Google Workspace, and CRM tools like Salesforce.
- Exceptional communication (written and verbal) and interpersonal skills.
- Strong organizational skills with high attention to detail.
- 3–5 years in partner onboarding, customer success, or relationship management in fintech, SaaS, or payments.
Preferred:
5+ years total in fintech, payments, or software onboarding roles.
Experience building or scaling onboarding teams or programs.
Knowledge of Priority’s platforms (MX Connect, MX Merchant, Priority Capital, Passport).
Working knowledge of underwriting, risk, and merchant deployment processes.
Experience with QA design, process documentation, or LMS systems.
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 and Benefits:
Compensation range: $88,000 - $115,000
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.
Additional benefits
