[Remote] Principal Technical Partner Relationship Manager

Note: The job is a remote job and is open to candidates in USA. nCino is hiring a Principal Technical Partner Relationship Manager to manage and grow a portfolio of technology and consulting partners in its ecosystem. The role leads partner onboarding, business development, go-to-market planning, technical and delivery coordination, and cross-functional collaboration to support partner revenue and customer satisfaction.


Responsibilities

  • Manage and own the overall relationship between nCino and it’s more complex partner(s)
  • Responsible for vetting and onboarding of new partners, and mentor and support more junior Relationship Managers on the team
  • Performing risk management and mitigation, with the aim of helping both our partners and nCino to reliably achieve revenue and customer satisfaction goals
  • Build relationships with key leaders in nCino to understand product strategy and corporate goals which influence the partner relationships and program strategy
  • Forecast, track, and manage Partner Revenue goals and expectations
  • Establish deep relationships with key executives at all partners across the region and drive relationship building activities between our partners and internal teams
  • Serve as primary point of escalation for any departmental issues that are triggered by or impact external partners
  • Lead annual account planning sessions to cover all facets of the partnership – pipeline and forecasting, marketing activities including go-to-market initiatives, architecture and delivery reviews and feedback, etc
  • Establish and track all contractual documentation – such as non-disclosure agreements, partnership and alliance agreements, referral and reseller agreements, and training or enablement paperwork
  • Educate our partner ecosystem on nCino’s roadmap and future product strategies, ensuring any concerns or product ideas are escalated to the nCino product team to ensure a feedback loop
  • Establish and own a forward-looking plan and coordinate technical support of partner owned orgs, integrations, enablement activities, and sales tools
  • Partner with Sales and Customer Success teams to ensure accurate scoping, resourcing, and estimating during pre-sales process. In addition, accurately estimating project timeframes and costs which are established in line with nCino project methodology and best practices
  • Act as the Liaison between partner(s) and various nCino departments including Sales, Product Development and Engineering teams
  • Coordinate feedback loop from partners to nCino product teams around product ideas, concerns, and challenges within the nCino platform
  • Leverage AI tools and techniques to enhance work efficiency and optimize business operations by automating routine tasks to improve accuracy, save time, and minimize errors
  • Utilize AI-driven insights to refine decision-making, elevate customer experience, and boost team productivity while ensuring its application provides measurable value, driving innovation and smarter ways of working
  • Stay informed on AI advancements to drive continuous learning and scalable growth opportunities
  • Work with nCino marketing team to lead definition of joint go-to-market strategies and marketing needs based on the success criteria for the individual partner, ensuring it ties back to nCino’s product and corporate strategy
  • Enable the ecosystem with nCino’s sales approach, positioning, and value propositions
  • Work with internal sales leadership and individual sales reps to manage partner pipeline and drive qualified leads
  • Coordinate partner marketing activities including conferences, white papers, webinars etc. as part of a broader marketing framework and measured against defined success metrics
  • Influence buy-in and alignment across Sales and Product leadership for new and existing partner relationships with clear success metrics defined annually, by region
  • Educate our partner ecosystem on nCino’s roadmap and future product strategies
  • Liaison between partner(s) and nCino product development and engineering teams
  • Coordinate partner product ideas and concerns with nCino product teams
  • Drive alignment among technology partner(s) and PDE stakeholders to deliver on product strategy
  • Mobilize and enable the ecosystem with nCino’s expectations around implementation best practices and establish ways-of working with a continual improvement mindset
  • Work with Professional Services teams to establish review cadences with partners and customers to continually drive best practice partner delivery
  • Lead partner training coordination, enablement, and certification
  • Have a strong understanding of the technology partner’s delivery if the partner built and owns the integration to nCino
  • Process and administer salesforce orgs with nCino packages to partners
  • Coordinate and collaborate with Partner Relationship Managers from other regions to ensure nCino’s Partner Program is consistent and scalable

Skills

  • You should have a minimum of 8 years of experience in the mortgage or financial partnerships sector
  • Your previous accomplishments in building channels that support distributed salesforces will be essential
  • A deep understanding of loan officer behavior and market dynamics is necessary
  • Strong grasp of residential/commercial mortgage workflows, underwriting guidelines, and regulatory compliance
  • Proficiency in mortgage software and systems (e.g., ICE Encompass, AUS, CRM, PRM platforms, or custom LOS)
  • Solid communication, organizational, and relationship management skills are crucial for this role
  • Bachelor's Degree with 8+ years of Relationship Management, Banking, Consulting or Software experience, or equivalent combination of education and experience
  • Proven track record of project management with ability to demonstrate successful outcomes
  • Strong listening skills and impeccable verbal and written communication skills
  • Problem solving mindset (inquisitive) with eye on continual improvement
  • Flexible demeanor with strong situational adaptability
  • Adept at conflict resolution and ability to think through/resolve complex scenarios
  • Bi-lingual
  • Consulting or FinTech experience
  • Salesforce experience, knowledge of the platform
  • FinTech Ecosystem experience at SaaS company
  • Process reengineering background
  • Banking experience

Benefits

  • Remote work in the USA

Company Overview

  • nCino provides a cloud banking platform that helps financial institutions modernize their operations and improve the customer experience. It was founded in 2012, and is headquartered in Wilmington, North Carolina, USA, with a workforce of 1001-5000 employees. Its website is

  • Back to blog

    Other Jobs To Apply

    Common Interview Questions And Answers

    1. HOW DO YOU PLAN YOUR DAY?

    This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

    2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

    When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

    3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

    Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

    4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

    With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

    5. HOW DO YOU PROCESS INFORMATION?

    Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

    6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

    Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

    7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

    Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

    8. HOW TO PRIORITIZE WORK?

    The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

    9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

    Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

    10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

    This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...