Customer Success Manager Mortgage Solutions

14 hours ago

Wilmington, North Carolina, United States nCino Full time
About the Role

nCino is seeking a highly skilled Customer Success Manager to join our team. As a key member of our organization, you will be responsible for ensuring the success of our mortgage customers.

Key Responsibilities
  • Drive customer adoption and success by providing advice, usage/adoption recommendations, risk identification, and mitigation.
  • Develop and maintain long-term relationships with stakeholders in your account portfolio.
  • Provide thought leadership and best practices, both internally and externally, around business transformation.
  • Deliver successful customers to the contract renewal cycle and, where necessary, support the renewals process to minimize customer attrition.
  • Become certified with at least two different certifications within your first six months of employment.
Requirements
  • Bachelor's degree and a minimum of two years functional work experience or an equivalent combination of education, experience, and superior performance.
  • Experience with account portfolio planning and prioritization a must.
  • 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 dialog.
  • Proven effectiveness at leading and facilitating meetings and workshops.
  • Ability to prioritize, multi-task and perform effectively under pressure.
  • Strong knowledge of business processes (Sales, Marketing, Service, Support), business applications, and automation.
Preferred Qualifications
  • Experience with CRM systems such as Salesforce or systems built on relational databases a big plus.
  • Financial Services Experience; Including, but not limited to: Retail Banking, Business Banking, Commercial Banking, Commercial Pricing, Digital Customer Engagement, and Financial Analysis.
  • Knowledge of nCino product and platform features, capabilities, and best use.
  • CRM or IT experience and knowledge of nCino competitive landscape and technical ecosystem.
About 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.

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

nCino is a cloud banking platform that offers a range of solutions for financial institutions. Our platform is designed to help banks and credit unions streamline their operations, improve customer engagement, and increase revenue. We are committed to providing our customers with the best possible experience and to helping them achieve their business goals.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are passionate about working in a fast-paced, dynamic environment and have a strong desire to make a difference in the financial services industry, we encourage you to apply for this exciting opportunity.

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