Project Manager - Retail and Commercial Banking Solutions

2 days ago

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Logo of nCino, Inc.

nCino, Inc.

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

1001 - 5000

Description

• Manage and deliver multiple complex programs concurrently, eg. larger customers or implementing multiple lines of business. • Lead and consult 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. • Serve as the first point of escalation for nCino project delivery on customer issues partnering with nCino leadership. • Work with nCino implementation team to define the work breakdown and detailed tasks. • Utilize an Agile process to assess a customer's current state, determine future state, and identify gaps. • 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.

Requirements

• Previous financial industry experience required; specifically a commercial and retail 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.

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