Customer Success Manager

nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking.

 

As a Customer Success Manager (CSM) you are ultimately responsible for ensuring the success of a small portfolio of nCino’s customers. As a CSM, you will be responsible for driving customer adoption and success by providing advice, usage/adoption recommendations, risk identification and mitigation. The CSM will bring nCino's best ideas, innovations and capabilities to their portfolio of customers and match these to the customer’s business goals, driving greater value and executive alignment between the customer and nCino. The end result is increased customer satisfaction, retention and expansion of the nCino footprint within the institution. As a trusted advisor and coach, you are the post-sales success leader for your assigned accounts and provide your customers with a Success Blueprint. In addition to the business process and change management skills needed for this role, the CSM should possess application knowledge or IT expertise in combination with exceptional customer management experience. The CSM will work closely with the entire account team to strengthen the customer relationship at all levels in order to execute the overall account strategy. You will also help troubleshoot and address any issues that impact the customer’s success. CSM's are required to maintain strong working relationships with other nCino customer facing personnel in the Sales, Services, Engineering, Marketing and Product Management ecosystems with the goal of owning the post-sale strategy.

 

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.

Qualifications
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-t