Strategic Account Manager – Mortgage

🔥 42 minutes ago

🇺🇸 United States – Remote

💵 $102.8k - $190.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 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

• Lead sales and accounts for nCino’s top strategic Independent Mortgage Bank customers • Grow bookings and revenue while supporting customer satisfaction and referenceability throughout the customer lifecycle • Create, identify, and close sales within named accounts and build new business pipelines • Expand nCino’s presence within existing enterprise clients by maintaining stakeholder relationships and partnering with Customer Success • Understand mortgage operations and identify opportunities to extend nCino solutions • Use consultative sales to identify client needs and present nCino and Salesforce.com solutions • Develop and measure strategic account plans for upselling and adding products • Identify prospective customer mobilizers and build stakeholder consensus • Deliver nCino Bank Operating System demonstrations • Manage complex sales cycles, negotiate contracts, and close business • Travel frequently within the Midwest territory

🎯 Requirements

• Bachelor’s degree and 6+ years of experience in quota-carrying B2B software sales with demonstrated record of meeting or exceeding targets, or combination experience, education, & superior performance • Experience working with Independent Mortgage Banks • Ability to identify executive decision makers, build credibility with client executives and sell to the C-suite • Strong listening skills and verbal and written communication skills • Ability to demonstrate software solutions onsite with clients or via virtual meetings • Ability to maintain high production with process and administrative excellence • Must be located in the Midwest or near a major airline hub for territory coverage • Graduate degree or related certification (desired) • Experience as a commercial banker (desired) • Consultative background with enterprise business and technology programs (desired)

🏖️ Benefits

• Reasonable accommodations for persons with disabilities • Equal employment opportunity and inclusion commitments

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