[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