Onboarding Project Manager

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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

• Ability to manage and deliver multiple complex programs concurrently, eg. larger customers or implementing multiple lines of business. • Responsible for leading and consulting customers through a digital transformation program using the Salesforce platform and nCino Bank Operating System • Plan and designate program resources, communicate burn summaries, monitor progress, and keep stakeholders informed • Drive the nCino single platform vision and adoption throughout the entire customer organization from executives to individual contributors • Establish relationships with both technology partners and internal key stakeholders • Work with product management team and senior leadership team to assist in prioritizing product enhancements to drive roadmap decisions, revenue, and customer retention • Serve as the first point of escalation for nCino project delivery on customer issues partnering with nCino leadership • Work with nCino implementation team consisting of Banking, Configuration, Integration and Product Development SME(s) to define the work breakdown and detailed tasks • Utilize an Agile process to assess a customer's current state, determine future state, identify the gaps and implications of potential obstacles and risks • Analyze the current and future state data, technical, application, identify dependencies and business architecture needed; verify and modify recommended implementation plan based on customer input and existing/inflight customer programs • Assist customers with user acceptance testing of the nCino Bank Operating System and train on methodology including streamlining, simplification and automation of tasks • Provide regular updates to executive sponsor and internal nCino senior leadership on the status of each customer’s program delivery and detail the achievements against the agreed business metrics • Provide Subject Matter Expertise as it relates to the lending and banking environments • Perform detailed deeper dive product demonstrations • Develop broad understanding of cross-organizational programs and operations across the nCino solutions and how those align with the Financial Institutions operating process • Consult on program management processes, best practices and methodologies within the program teams

🎯 Requirements

• Previous financial industry experience required; specifically a commercial or SBA lending background and familiarity of banking language and processes • Bachelor’s degree or equivalent experience preferred • 4 years of experience or combination of education, experience, and superior performance • Understanding of Salesforce AppExchange • Management of senior level relationships and developing high-value business relationships with complimentary software companies • Proven ability to collaborate effectively with a cross-functional teams to align and coordinate internal resources • Exceptional communication skills and an innovative problem solving personality • Familiarity and experience with project management tools, agile methodologies and strategies • Proven ability to interact and communicate with customers in a professional, positive and constructive way; comfortable with public speaking and leading a meeting • Ability and motivation to learn quickly and independently • Strong organizational skills and ability to prioritize daily tasks, projects and workload to deliver according to the program schedule • Strong analytical mindset; being able to observe a client’s current process and analyze how the nCino product will benefit them • Strong leadership and communication skills • Ability to present and explain program specific information to diverse types of audiences • Strong ability to define and document business and functional requirements, business process maps ("As-Is/To be") flows and diagrams • Experience with CRM systems such as Salesforce.com or systems built on relational databases • Previous managerial and project management experience preferred

🏖️ Benefits

• Position requires 35-50% travel • Become Salesforce.com certified with at least two different certifications within your first year • Equal employment opportunities for all employees and applicants