Account Manager

March 15

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nCino, Inc.

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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.

Cloud Banking Software • Bank Operating System • Banking Regulation and Compliance • Loan Origination

1001 - 5000 employees

Founded 2012

💸 Finance

💳 Fintech

☁️ SaaS

📋 Description

• Own responsibility for the customer’s contract renewal and for expansion success • Ensure that customers derive maximum value from their investment in nCino, utilize all of their licenses, identify new opportunities, and collaborate with sales teams to ensure growth attainment and increased footprint through an Executive Business Review process • Work in tandem with Sales Account Managers and Support Engineers to manage assigned accounts • Partner with the customer to establish a transformational Optimization Plan to ensure achievement of business goals • Develop a comprehensive understanding of the customer’s business challenges and objectives • Identify risks to the customer by achieving their stated business goals and developing a risk mitigation plan • Serve as a customer advocate in driving industry best practices and the evolution of nCino product and platform functionality • Develop and maintain long-term relationships with stakeholders in your account portfolio • Deliver successful customers to the contract renewal cycle and, where necessary, support the renewals process to minimize customer attrition

🎯 Requirements

• Bachelor’s degree and a minimum of two years functional work experience or an equivalent combination of education, experience and superior performance • Experience with account portfolio planning and prioritization a must • Ability to serve as credible and effective advisor/coach, especially around change management (cultural, technical and business) • Strong communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog • Proven effectiveness at leading and facilitating meetings and workshops • Ability to prioritize, multi-task and perform effectively under pressure • Strong knowledge of business processes (Sales, Marketing, Service, Support), business applications and automation • Working knowledge of the software development process and of software design methodologies (coding experience is not required, but may be useful)