nCino · 3 hours ago
Customer Success Manager
United States
Full-time
Remote
Entry, Mid Level
$59K/yr - $94K/yr
2+ years expnCino is a leader in cloud banking, offering exciting career opportunities for individuals. The Customer Success Manager (CSM) is responsible for ensuring the success of a portfolio of customers by driving adoption, providing strategic advice, and fostering strong relationships to enhance customer satisfaction and retention.
BankingFinanceFinTechSaaSSoftware
Responsibilities
As the Success Program Leader, you own ultimate responsibility for the customer’s contract renewal and for expansion success
Ensure that customers derive maximum value from their investment in nCino, utilize all of 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
Partner with the customer to establish a transformational Optimization Plan to ensure achievement of business goals
Effectively network within an account from the C-Level down in order to achieve successful execution of the customer’s Optimization Plan
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
Identify risks to the customer by achieving their stated business goals and developing a risk mitigation plan
Serve as a customer advocate in driving industry best practices and the evolution of nCino product and platform functionality, courses and administrative services integral to the customer's success
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 Salesforce.com certified with at least two different certifications within your first six months of employment
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
Qualification
Required
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
Working knowledge of the software development process and of software design methodologies (coding experience is not required, but may be useful)
Become Salesforce.com certified with at least two different certifications within your first six months of employment
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
Preferred
Experience with CRM systems such as Salesforce.com 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
Company
nCino
nCino provides a cloud banking platform that helps financial institutions modernize their operations and improve the customer experience.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.14BKey Investors
Salesforce VenturesInsight Partners
2022-01-21Post Ipo Equity· $925.57M
2020-12-22Post Ipo Equity
2020-07-14IPO
Leadership Team
Pierre Naudé
Chairman and Chief Executive Officer
Sean Desmond
President and Chief Executive Officer
Recent News
Tech In Africa
2026-01-22
2026-01-22
2025-12-09
Company data provided by crunchbase