Account Manager

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

Key Responsibilites :

Manage client renewals for up to 100 clients.

Proactively identify and execute on opportunities to sell new and complementary services, as well as opportunities to upsell existing services.

Ensuring product adoption.

Facilitate change management and product enhancements.

Establish and maintain a professional relationship with clients.

Conduct meetings and presentations at a C-suite level.

Coordinate with various teams so that the customer’s expectations are met.

Continued assessments of client needs and business objectives.

Help develop initiatives to increase customer satisfaction and retention.

Assist all teams to meet financial targets and growth objectives.

Engage with customers in a way that thoughtfully changes their perception of what is possible, from both a business and strategic perspective

Educate customers on relevant functionality and content resulting in increased usage and product adoption.

Assist customers in resolving any product issues or concerns.

Perform issue identification, communication, and resolution for moderately complex issues.

Bring innovative approach to client onboarding within the prescribed time frames.

At a time prioritise for the best customer experience and while also staying keenly aware of how to drive retention across the entire customer base.

Communicate effectively and efficiently via phone, email and in-person meetings.

Requirements :

Bachelor’s Degree and postgrad is advantageous

5 years minimum in customer service / account management

Strong communication, social skills, and eloquent writing skills

High energy, positive attitude, with the ability to think creatively and handle multiple priorities

Ability to communicate effectively and efficiently via phone, email and in-person meetings

Qualifications

Required :

Bachelor’s degree and 4+ years of relevant experience or a combination of experience, education 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- Knowledge of nCino product and platform features, capabilities and best use

CRM or IT experience and knowledge of nCino competitive landscape and technical ecosystem

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

Working knowledge of the software development process and of software design methodologies (coding experience is not required, but may be useful)

Ability to analyze significant problems and provide evaluation and recommendations

Exercises breath of judgements in order to reach goals

May coach / mentor / lead others under minimal direction

Desired :

Experience with CRM systems such as 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)