Senior Project Manager - Managed Services

Full Time


    Project ManagerConsultantSystemProjectManagementDevelopmentConsultCRM

    Job Description

    nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking.

    As a Senior Project Manager you will be part of a high-performing professional services team (PSO) focused on evaluating how the nCino product can best meet our clients' needs and partnering with the Implementation Consultant to oversee the application of an agile project delivery for financial institutions. You will provide direction on complex programs for our digital transformation program, ensuring the successful development and implementation of medium to large scale, cross-functional projects.

    Overall Responsibilities
    • 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
    • As a PSO revenue producing contributor you will work in tandem with an nCino Implementation Consultant(s) to evaluate the needs, processes, and policies of your client base, configure the nCino system in the most efficient way possible to meet those needs, and ultimately implement the system within the institution
    • 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 Project Management
    • 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 Program Management
    • 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

    Qualifications Required:
    • 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 or systems built on relational databases
    • Previous managerial and project management experience preferred


    • Position requires 10% travel

    • Become certified with at least two different certifications within your first year

    If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino.

    nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

    nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at .

    Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success. We strive to create workplaces where employees are empowered to bring their authentic selves to work.