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Doc Prep Senior Project Manager - Wilmington, United States - nCino
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 through partnering with the Implementation Consultant to oversee the application of an agile project delivery for financial institutions.
Our Doc Prep team focuses on streamlined implementation of document management systems related to closure and compliance within the lending process tailored to commercial, retail, and deposit accounts financial solutions.
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.
ResponsibilitiesAbility 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
Desired
Experience with CRM systems such as or systems built on relational databases
Previous managerial and project management experience preferred
Other
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.
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