Principal Technical Partner Relationship Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the overall relationship between nCino and intricate partners.

• Evaluate and onboard new partners.

• Guide and assist junior Relationship Managers.

• Execute risk management and mitigation strategies to achieve revenue and customer satisfaction objectives.

• Cultivate relationships with nCino leadership to ensure alignment of partner relationships and program strategies with product and corporate objectives.

• Predict, monitor, and manage partner revenue targets.

• Develop executive relationships with partners and organize activities to foster these relationships.

• Act as the main escalation point for departmental issues impacting external partners.

• Lead annual account planning, which includes pipeline management, forecasting, marketing, go-to-market strategies, architecture, delivery reviews, and feedback.

• Create and monitor contractual documentation, including NDAs, partnership and alliance agreements, referral and reseller agreements, and training or enablement documents.

• Inform partners about nCino’s roadmap and future product strategies while coordinating feedback to product teams.

• Manage technical support for partner organizations, integrations, enablement activities, and sales tools.

• Collaborate with Sales and Customer Success on pre-sales scoping, resource allocation, estimating, project timelines, and costs.

• Serve as a liaison between partners and nCino’s Sales, Product Development, Engineering, and other departments.

• Utilize AI tools and techniques to automate routine tasks and enhance efficiency, accuracy, and productivity.

• Drive joint go-to-market strategies, partner marketing initiatives, sales enablement, pipeline management, and qualified lead generation.

• Foster alignment among technology partners and product development and engineering stakeholders.

• Empower partners with implementation best practices and establish continuous improvement processes.

• Organize partner and customer review schedules in collaboration with Professional Services.

• Facilitate partner training, enablement, and certification.

• Comprehend technology partner delivery for integrations managed by partners.

• Process and manage Salesforce organizations with nCino packages for partners.

• Coordinate with Relationship Managers in different regions to ensure a consistent and scalable partner program.

⛳️ Requirements

• At least 8 years of experience in the mortgage or financial partnerships sector.

• Bachelor’s Degree along with 8+ years of experience in Relationship Management, Banking, Consulting, or Software, or a comparable combination of education and experience.

• Experience in developing channels that support distributed salesforces.

• In-depth understanding of loan officer behavior and market dynamics.

• Strong knowledge of residential/commercial mortgage workflows, underwriting guidelines, and regulatory compliance.

• Proficient in mortgage software and systems, including ICE Encompass, AUS, CRM, PRM platforms, or custom LOS.

• Demonstrated success in project management with a proven ability to achieve positive outcomes.

• Excellent listening abilities and exceptional verbal and written communication skills.

• Problem-solving orientation with a focus on continuous improvement.

• Adaptable demeanor with strong situational flexibility.

• Capability to resolve conflicts and manage complex scenarios.

• Willingness to travel domestically and internationally up to 25%.

• Bilingual skills, consulting or FinTech experience, familiarity with Salesforce, experience in the FinTech ecosystem at a SaaS company, background in process reengineering, and banking experience are preferred.

🏝️ Benefits

• Competitive base salary range of $93,900–$159,600 USD.

• Opportunity for up to 25% domestic and international travel.

• Reasonable accommodations available for qualified individuals with disabilities.

• Commitment to equal employment opportunity and inclusion.