Principal Project Manager - Banking Solutions at nCino

Responsibilities

• Learn the Salesforce platform and nCino Bank Operating System Application
• Become Salesforce.com certified with at least two different certifications within your first six months
• Work in tandem with your nCino Implementation Consultant 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
• Oversee all aspects of the software implementation project that typically lasts 10-16 weeks
• Manage daily project load amongst three to four concurrent clients and answer all project related questions in a timely manner
• Be able to correctly understand, organise and evaluate the risks and needs of the client to identify large issues, potential obstacles and risks
• Write two customer facing nCino Knowledge articles per quarter from issues that have arisen and the solutions identified during the implementation process
• Create and manage Project Plans and lead regular Project status meetings for each client
• Demo and train customers on the use of the nCino software as part of the implementation process
• Assist customers with user acceptance testing of the nCino Bank Operating System
• Oversee customers when they go-live on the nCino software and manage the handoff to the nCino Support and Customer Success Team

Qualifications

Required:

• 8 years of previous financial industry experience; specifically, a commercial or SBA lending background and familiarity of banking language and processes or a combination of experience, education
• Familiar with local banking regulations and governance
• Exceptional communication skills and an innovative problem solving personality
• 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 organisational skills and ability to prioritize daily tasks, projects and workload to deliver according to the project schedule
• Strong analytical mindset; being able to observe a client’s current process and analyse how the nCino product will benefit them
• Strong leadership skills; previous managerial and project management experience preferred
• Ability to present and explain project 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
• Ability to travel 50-75% of the time
• Fluent in English; additional language fluency preferred including Spanish, German and/or French
• Ability to work outside of standard business hours as necessary

Desired:

• Experience with CRM systems such as Salesforce.com or systems built on relational databases a big plus

Education

• Bachelor’s degree or equivalent experience preferred