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Associate Customer Success Manager

3 months ago

Lehi, United States nCino Full time

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

As an Associate Customer Success Manager (CSM) you will collaborate with Customer Success team members to ensure their success with their portfolio of nCino customers. The Associate CSM will be responsible for understanding customer relationships using data analytics. An Associate CSM will work closely with the entire account team to strengthen the customer relationship at all levels to execute the overall account strategy. You could be responsible for the success of a small portfolio of nCino customers.

Responsibilities:

  • Work closely with CSMs to ensure that customers derive maximum value from their investment in nCino, utilize all 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 to ensure customer success with the nCino Bank Operating System.
  • Assists the CSMs in planning a transformational Optimization Plan for their customers to ensure achievement of business goals
  • Develop a comprehensive understanding of the customer's business challenges and objectives to appropriately map nCino features and associated business benefits to address their needs
  • Help CSMs identify risks to the customer by achieving their stated business goals and developing a risk mitigation plan
  • Become nCino certified within your first 6 months and Salesforce Admin certification within the first 18 months of employment
Qualifications

Required:
  • Minimum of one-year functional work experience or an equivalent combination of education and experience
  • 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 dialogue
  • Ability to prioritize, multi-task and perform effectively under pressure
  • Self-motivated, highly collaborative, creative, goal-and growth-oriented, and team-centric
Desired:
  • Salesforce experience
  • Financial Services Experience
  • Knowledge of nCino product and platform features, capabilities, and best use
  • CRM or IT experience
  • Knowledge of nCino competitive landscape and technical ecosystem
Other:
  • Position requires +/-15%travel


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 recruiting@ncino.com.

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.