Principal Technical Partner Relationship Manager

🔥 5 minutes ago

🇺🇸 United States – Remote

💵 $93.9k - $159.6k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

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nCino

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💳 Fintech

🏦 Banking

💰 $925.6M Post-IPO Equity on 2022-01

SaaS • Fintech • Banking

nCino is a cloud banking platform that brings agentic AI, banking-specific workflows, and industry context together to help financial institutions originate loans, open accounts, manage risk, and automate operations. The platform includes role-based AI “Digital Partners” and conversational banking/mortgage advisors, automation for document extraction and credit monitoring, integrations and analytics, and purpose-built solutions for commercial, consumer, mortgage, small business lending, account opening, and portfolio/operations analytics. nCino targets banks, credit unions, and other financial institutions and emphasizes a dual workforce model where AI automates repetitive tasks while bankers apply judgment.

📋 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 • 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 and alliance agreements, referral and reseller agreements, and training or enablement paperwork • Educate partners on nCino’s roadmap and future product strategies and coordinate feedback to product teams • Coordinate technical support for partner organizations, integrations, enablement activities, and sales tools • Partner with Sales and Customer Success on pre-sales scoping, resourcing, estimating, project timeframes, and costs • Liaise between partners and nCino Sales, Product Development, Engineering, and other departments • Leverage AI tools and techniques to automate routine tasks and improve efficiency, accuracy, and productivity • Lead joint go-to-market strategies, partner marketing activities, sales enablement, pipeline management, and qualified lead generation • Drive alignment among technology partners and product development and engineering stakeholders • Enable partners with implementation best practices and establish continual improvement processes • Coordinate partner and customer review cadences with Professional Services • Lead partner training, enablement, and certification • Understand technology partner delivery for integrations owned by partners • Process and administer Salesforce organizations with nCino packages for partners • Coordinate with Relationship Managers in other regions to ensure a consistent and scalable partner program

🎯 Requirements

• Minimum of 8 years of experience in the mortgage or financial partnerships sector • Bachelor’s Degree with 8+ years of Relationship Management, Banking, Consulting or Software experience, or equivalent combination of education and experience • 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, such as ICE Encompass, AUS, CRM, PRM platforms, or custom LOS • Proven track record of project management with ability to demonstrate successful outcomes • Strong listening skills and impeccable verbal and written communication skills • Problem solving mindset with focus on continual improvement • Flexible demeanor with strong situational adaptability • Ability to resolve conflicts and 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

• Base salary range of $93,900–$159,600 USD • Up to 25% domestic and international travel • Reasonable accommodations for qualified individuals with disabilities • Equal employment opportunity and inclusion commitment

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