Product Specialist

nCino, Inc.; Wokingham; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading cloud banking company is seeking a Product Specialist to help innovate solutions for banks and insurance firms. This role involves leading pilot programs, running discovery sessions, and presenting value propositions. Ideal candidates will have at least two years of experience in insurance or banking roles. Strong collaboration, communication skills, and data analysis will be essential to succeed. Join us to thrive in a dynamic, entrepreneurial environment, bringing your expertise to the financial services sector.

Qualifications

• 2+ years' experience in Insurance, KYC or Banking in a customer-facing role.
• Proven ability to present and persuade in front of senior audiences.
• Experience working in a SaaS business is preferred.

Responsibilities

• Lead SmartSolution Pilot programmes from discovery to feedback.
• Conduct tailored presentations and handle functional inquiries.
• Provide expertise in KYC/KYB and relationship management.

Skills

Strong rapport building

Data analytical skills

Exceptional communication skills

Organizational skills

Adaptability to change

Tools

Salesforce

Banking or insurance broking software

Job description

Overview

As a Product Specialist you will use your industry expertise and work closely with banks, insurance companies & other regulated financial institutions to innovate how they do business. You will lead the solutioning for business challenges, run world‑class pilot programmes and present and demonstrate the value of nCino's SmartSolutions.

Responsibilities

• Be a Solution Consultant by leading our SmartSolution Pilot programmes end to end, from running deep‑dive discovery sessions to generating validated user feedback stories and data analysis, helping our prospects understand the return on investment on working with us
• Be a Trusted Advisor and confidently lead tailored presentations and demonstrations and handle questions regarding functional capabilities while demonstrating the value of nCino solutions
• Be a Thought Leader and provide subject matter expertise as it relates to relationship management, KYC/KYB, Insurance Broking and the wider FS& I Sector and identify solutions for key business challenges and pain points
• Be a Team Player by working in tandem with colleagues of the Presales, Sales, Product, Partners and Customer Success teams

Qualifications

• Bring your A‑Game in creating and maintaining our collection of materials, including recordings and planning resources, both internal and external
• 2+ years' experience in Insurance, Insurance Broking, KYC or Banking, in a commercial customer‑facing role
• Proven ability to build strong rapport with prospects and clients across multiple cross‑functional teams, especially in a fast‑paced Sales environment
• Exceptional communication and professional presentation skills from working with customers on a daily basis, with the ability to present, engage and persuade in front of large groups and senior audiences
• Ability to respond quickly to complex scenarios and adapt to change
• Data analytical skills, with the ability to translate large data sets into compelling ROI stories
• Great organisational skills, with the ability to keep your own workload moving efficiently

Desired Candidate Skills

• Proven industry expertise, having worked in a SaaS business in a relevant industry
• A good understanding of value‑based selling
• Experience using and/or configuring Salesforce
• Use of banking or insurance broking software (e.g. Acturis)
• European language(s) beneficial

If you thrive in a high‑energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino.

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