Principal Technical Partner Relationship Manager

🕒 6 days ago

🇺🇸 United States – Remote

💵 $93.9k - $159.6k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

👻 Ghost score 0%

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nCino, Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2012

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

nCino, Inc. is a financial technology company that provides cloud-based solutions for financial institutions. Its platform is designed to digitize and reengineer business processes in the commercial banking, consumer banking, mortgage, and small business sectors. By integrating data and people on a single platform, nCino enhances decision-making, risk management, and customer satisfaction. Notably, its nIQ, a generative AI banking advisor, assists financial institutions in streamlining operations and improving efficiency. With a strong focus on customer success and comprehensive support, nCino aims to usher in a new era of digital banking experiences.

📋 Description

• Manage the overall relationship between nCino and complex partners • Vet and onboard new partners; mentor and support junior Relationship Managers • Perform risk management and mitigation to support revenue and customer satisfaction goals • Build relationships with nCino leaders to align partner relationships and program strategy with product and corporate goals • Forecast, track, and manage partner revenue goals and expectations • Establish executive relationships with partners and coordinate relationship-building activities • Serve as the primary escalation point for departmental issues affecting external partners • Lead annual account planning covering pipeline, forecasting, marketing, go-to-market initiatives, architecture, delivery reviews, and feedback • Establish and track contractual documentation, including NDAs, partnership/alliance, referral/reseller, and training/enablement agreements • Educate partners on nCino’s roadmap and product strategy and coordinate product feedback • Plan and coordinate technical support for partner organizations, integrations, enablement activities, and sales tools • Partner with Sales and Customer Success on presales scoping, resourcing, estimating, project timeframes, and costs • Liaise between partners and nCino Sales, Product Development, Engineering, and other departments • Leverage AI tools and insights to automate routine tasks, improve accuracy, enhance customer experience, and increase productivity • Lead joint go-to-market strategies, marketing activities, conferences, white papers, and webinars • Enable partners with nCino’s sales approach, positioning, and value propositions • Manage partner pipeline and drive qualified leads with sales leadership and representatives • Align Sales and Product leadership around partner relationships and annual success metrics • Drive alignment between technology partners and Product Development and Engineering stakeholders • Mobilize and enable partners around implementation best practices and continual improvement • Establish delivery review cadences with Professional Services teams • Coordinate partner training, enablement, and certification • Understand technology-partner delivery for partner-owned nCino integrations • Process and administer Salesforce orgs with nCino packages for partners • Collaborate with Partner Relationship Managers across regions to ensure a consistent, scalable partner program

🎯 Requirements

• Bachelor’s Degree with 8+ years of Relationship Management, Banking, Consulting or Software experience, or equivalent combination of education and experience • Minimum of 8 years of experience in the mortgage or financial partnerships sector • Experience building channels that support distributed salesforces • Deep understanding of loan officer behavior and market dynamics • Strong grasp of residential/commercial mortgage workflows, underwriting guidelines, and regulatory compliance • Proficiency in mortgage software and systems, including ICE Encompass, AUS, CRM, PRM platforms, or custom LOS • Proven track record of project management with successful outcomes • Strong listening skills and excellent verbal and written communication skills • Problem-solving mindset with focus on continual improvement • Flexible demeanor with strong situational adaptability • Conflict resolution and ability to resolve complex scenarios • Up to 25% domestic and international travel • Bi-lingual, consulting or FinTech experience, Salesforce experience, FinTech ecosystem experience at a SaaS company, process reengineering background, and banking experience are desired

🏖️ Benefits

• Equal employment opportunities and nondiscrimination protections • Reasonable accommodations for persons with disabilities • Applicant ability to opt out of Greenhouse’s AI-powered Talent Matching analysis

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