Principal Technical Partner Relationship Manager New Remote, USA

NCino, Inc.; Northern (KY); Remote; USD 120,000 - 180,000; Full time

Job summary

nCino is seeking a Principal Technical Partner Relationship Manager to lead strategic alliances with financial services partners and own the partner lifecycle from onboarding to renewal. You will align partner programs with product roadmaps and manage risk to ensure revenue and customer satisfaction goals are met.

The role requires strong relationship management, consulting or FinTech experience, and Salesforce familiarity, with travel up to 50% domestically and internationally.

Qualifications

• Bachelor’s Degree required with 8+ years of Relationship Management, Banking, Consulting or Software experience.
• Proven track record of project management with successful outcomes.
• Strong listening skills and impeccable verbal and written communication.
• Problem solving mindset with continual improvement focus.
• Flexible demeanor with adaptability in changing environments.
• Adept at conflict resolution and complex scenario handling.
• Consulting or FinTech experience is preferred.
• Salesforce experience or familiarity with the platform.
• FinTech ecosystem experience at a SaaS company.
• Process reengineering background and banking experience.

Responsibilities

• Manage and own the overall relationship between nCino and its partner(s).
• Vet onboarding of new partners; mentor and support junior Relationship Managers.
• Perform risk management and mitigation to help partners and nCino achieve revenue and customer satisfaction goals.
• Build relationships with leaders to align product strategy and partner program goals.
• Forecast, track, and manage Partner Revenue goals and expectations.
• Establish and maintain executive-level relationships across partners and internal teams.
• Lead annual account planning sessions covering pipeline, marketing and delivery reviews.
• Establish and track contractual documentation (NDAs, partnership and alliance agreements, referrals).
• Educate partners on nCino roadmap and product strategy; escalate feedback to product teams.
• Coordinate technical enablement, integrations, and sales tools for partners.
• Partner with Sales and Customer Success to scope, resource, and estimate pre-sales work.
• Act as liaison between partners and Sales, Product, and Engineering teams.
• Drive feedback loops from partners to product teams about ideas and concerns.
• Leverage AI tools to improve efficiency and decision-making; stay informed on AI advances.
• Drive continuous learning and scalable growth opportunities via AI capabilities.
• Travel up to 50% domestically and internationally.

Skills

Relationship Management

Banking Experience

Consulting Experience

FinTech Experience

Salesforce Experience

Project Management

Communication Skills

Conflict Resolution

Education

Bachelor’s Degree

Job description

Principal Technical Partner Relationship Manager

Remote, USA

Job Summary

Curious Minds. Bold Ideas. Extraordinary Impact.
We're transforming financial services through bold innovation and relentless execution. You bring the ideas and drive. We'll build what's next — together.

Responsibilities

• Manage and own the overall relationship between nCino and it’s more complex partner(s).
• Responsible for vetting and onboarding of new partners, and mentor and support more junior Relationship Managers on the team
• Performing risk management and mitigation, with the aim of helping both our partners and nCino to reliably achieve revenue and customer satisfaction goals.
• Build relationships with key leaders in nCino to understand product strategy and corporate goals which influence the partner relationships and program strategy.
• Forecast, track, and manage Partner Revenue goals and expectations.
• Establish deep relationships with key executives at all partners across the region and drive relationship building activities between our partners and internal teams.
• Serve as primary point of escalation for any departmental issues that are triggered by or impact external partners.
• Lead annual account planning sessions to cover all facets of the partnership – pipeline and forecasting, marketing activities including go-to-market initiatives, architecture and delivery reviews and feedback, etc.
• Establish and track all contractual documentation – such as non-disclosure agreements, partnership and alliance agreements, referral and reseller agreements, and training or enablement paperwork.
• Educate our partner ecosystem on nCino’s roadmap and future product strategies, ensuring any concerns or product ideas are escalated to the nCino product team to ensure a feedback loop.
• Establish and own a forward-looking plan and coordinate technical support of partner owned orgs, integrations, enablement activities, and sales tools.
• Partner with Sales and Customer Success teams to ensure accurate scoping, resourcing, and estimating during pre-sales process. In addition, accurately estimating project timeframes and costs which are established in line with nCino project methodology and best practices.
• Act as the Liaison between partner(s) and various nCino departments including Sales, Product Development and Engineering teams.
• Coordinate feedback loop from partners to nCino product teams around product ideas, concerns, and challenges within the nCino platform.
• 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.

Business Development, Marketing, and Sales

• Work with nCino marketing team to lead definition of joint go-to-market strategies and marketing needs based on the success criteria for the individual partner, ensuring it ties back to nCino’s product and corporate strategy.
• Enable the ecosystem with nCino’s sales approach, positioning, and value propositions.
• Work with internal sales leadership and individual sales reps to manage partner pipeline and drive qualified leads.
• Coordinate partner marketing activities including conferences, white papers, webinars etc. as part of a broader marketing framework and measured against defined success metrics.
• Influence buy-in and alignment across Sales and Product leadership for new and existing partner relationships with clear success metrics defined annually, by region.
• Educate our partner ecosystem on nCino’s roadmap and future product strategies
• Liaison between partner(s) and nCino product development and engineering teams
• Coordinate partner product ideas and concerns with nCino product teams
• Drive alignment among technology partner(s) and PDE stakeholders to deliver on product strategy.

Delivery

• Mobilize and enable the ecosystem with nCino’s expectations around implementation best practices and establish ways-of working with a continual improvement mindset.
• Work with Professional Services teams to establish review cadences with partners and customers to continually drive best practice partner delivery.
• Lead partner training coordination, enablement, and certification.
• Have a strong understanding of the technology partner’s delivery if the partner built and owns the integration to nCino.
• Process and administer salesforce orgs with nCino packages to partners.
• Coordinate and collaborate with Partner Relationship Managers from other regions to ensure nCino’s Partner Program is consistent and scalable.

Qualifications

Required:

• Bachelor’s Degree with 8+ years of Relationship Management, Banking, Consulting or Software experience, or equivalent combination of education and experience.
• Proven track record of project management with ability to demonstrate successful outcomes.
• Strong listening skills and impeccable verbal and written communication skills.
• Problem solving mindset (inquisitive) with eye on continual improvement.
• Flexible demeanor with strong situational adaptability.
• Adept at conflict resolution and ability to think through/resolve complex scenarios.
• Consulting or FinTech experience
• Salesforce experience, knowledge of the platform
• FinTech Ecosystem experience at SaaS company
• Process reengineering background
• Banking experience

Travel

• Position requires up to 50% domestic and international travel.

nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at [e-mail] .

Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success. We strive to create workplaces where employees are empowered to bring their authentic selves to work.