Principal Technical Partner Relationship Manager

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

📋 Description

• Oversee the comprehensive relationship between nCino and complex partners.

• Evaluate and onboard new partnerships.

• Provide mentorship and support to junior Relationship Managers.

• Conduct risk management and mitigation strategies to enhance revenue and customer satisfaction.

• Cultivate relationships with nCino executives to align partner connections and program strategies with corporate and product objectives.

• Forecast, monitor, and manage partner revenue targets.

• Develop executive relationships with partners and organize relationship-building initiatives.

• Act as the primary escalation contact for departmental issues impacting external partners.

• Direct annual account planning that includes pipeline management, forecasting, marketing, go-to-market strategies, architecture, delivery assessments, and feedback.

• Establish and maintain contractual documentation, including NDAs, partnership and alliance agreements, referral and reseller contracts, and training or enablement paperwork.

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

• Facilitate technical support for partner organizations, integrations, enablement initiatives, and sales tools.

• Collaborate with Sales and Customer Success on pre-sales activities, resource allocation, estimation, 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, enhancing efficiency, accuracy, and productivity.

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

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

• Equip partners with implementation best practices and develop continuous improvement processes.

• Coordinate partner and customer review cycles with Professional Services.

• Direct partner training, enablement, and certification programs.

• Comprehend technology partner delivery for integrations managed by partners.

• Manage and administer Salesforce organizations with nCino packages for partners.

• Collaborate with Relationship Managers in various regions to ensure a consistent and scalable partner program.

⛳️ Requirements

• A minimum of 8 years of experience in the mortgage or financial partnerships sector.

• Bachelor’s Degree combined with 8+ years of experience in Relationship Management, Banking, Consulting, or Software, or an equivalent blend of education and experience.

• Experience in building channels that support distributed salesforces.

• Profound 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 project management success with a proven track record of achieving positive outcomes.

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

• A problem-solving mindset focused on continuous improvement.

• Adaptable demeanor with strong situational flexibility.

• Capability to resolve conflicts and navigate complex scenarios.

• Willingness to travel domestically and internationally up to 25% of the time.

• Bi-lingual skills, consulting or FinTech experience, Salesforce expertise, experience in the FinTech ecosystem at a SaaS company, process reengineering background, and banking experience are preferred.

🏝️ Benefits

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

• Up to 25% domestic and international travel.

• Reasonable accommodations for qualified individuals with disabilities.

• Commitment to equal employment opportunities and inclusion.