Get the chrome extension Strategic Account Manager - Mortgage (IMB)
nCino, Inc.
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
- The Strategic Account Manager (SAM) is the sales and account lead assigned to nCino's top Strategic IMB Customers and helps deepen and expand the nCino engagement with the most strategic, market-leading IMBs. The role is accountable for growing bookings and revenue of that account, supporting customer satisfaction and reference ability of the customer(s) throughout the customer lifecycle
- Creates, identifies and closes sales for a specific set of named IMB accounts. The individual must be a self-starting closer who can create a pipeline of business within existing accounts
- Expand nCino presence within existing enterprise clients by maintaining relationship with key client stakeholders and partnering with nCino’s Customer Success team to drive adoption and identify opportunities to extend the nCino value-proposition.
- Thoroughly understand mortgage operations within your designated IMB customers and navigate the organization effectively in order to identify opportunities to extend the nCino solution and help organizations solve critical problems in other segments of the organization
- Use consultative sales approach to identify client needs and use detailed knowledge of the nCino solution and the Salesforce.com platform to challenge customers to consider a new and innovative offering
- Strategic account planning. Develop plans and resource requirements to drive our existing customers to upsell and add new products. Analyze and measure account plans for customer and company success
- Effectively identify prospective customer “mobilizers” and build consensus among key stakeholders
- Learn to deliver a strong demo of the nCino Bank Operating System based on prospect needs
- Manage complex sales cycle within new clients by mapping customer’s decision-making and approval processes, compressing timelines, negotiating contracts, and closing business
Qualifications
- Bachelor’s degree and 6+ years of experience in quota-carrying B2B software sales with demonstrated record of meeting or exceeding targets or combination experience, education, & superior performance
- Experience working with Independent Mortgage Banks
- Demonstrated ability to identify executive decision makers, build credibility with client executives and sell to the C-suite
- Flexible problem-solver who will thrive in nCino’s fast-paced, collaborative and entrepreneurial environment
- Strong listening skills and impeccable verbal and written communication skills
- Ability to demonstrate software solutions onsite with clients or via virtual meetings
- Organize, efficient, and able to maintain high level of production while also demonstrating process and administrative excellence
- Must be located in the Midwest or near a major airline hub for territory coverage
Desired Candidate Skills
- Graduate degree or related certification
- Passion for Customer Success
- Experience as a commercial banker
- Consultative background with past experience with enterprise business and technology programs
Travel Requirements
- Frequent travel within the Midwest territory to accomplish and exceed goals
The pay range for this role is based on relative market data and alignment with our compensation philosophy. The range displayed reflects the minimum and maximum of the pay range for each job posting, which is used to determine new hire rates/salaries and takes into consideration multiple factors including but not limited to knowledge, skills, abilities, proficiencies, experience, education, licensures/certifications, as well as business and organizational needs. nCino reserves the right to modify the posted range consistent with our internal practices and external market movement. The recruiter for this job posting can share more compensation details during the recruitment process, as base salary is only one component of the total compensation package per position posted.
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 .
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.
Please view our Applicant Privacy Policy here
Originally posted on Himalayas
Strategic Account Manager
BriteCap Financial
Job Title:Strategic Account Manager
Location: Remote-Preferably Northeast Region of US (NY/Long Island/North NJ)
Department:Originations
Reports to: Vice President, Partner Originations
Company: BriteCap Financial
About Us:
BriteCap Financial is a leading financial technology company dedicated to providing innovative lending solutions to small businesses since 2003. We specialize in helping small businesses nationwide thrive by offering tailored financing products and exceptional customer service. Our team is committed to fostering a supportive and collaborative work environment where individuals can grow and succeed.
Position Overview:
The Strategic Account Manager plays a key role in supporting the processing of Strategic Partner transactions, ensuring accuracy, compliance, and timely completion of documentation and communications. The ideal candidate is a highly organized and detail-oriented individual, with strong communication and analytical skills, a thorough understanding of the Working Capital Loan industry, and the ability to work effectively in a fast-paced environment.
Key Responsibilities:
- Transaction Processing: Accurately process transactions originated by Strategic Partners from Application Submission through Funding process, ensuring all relevant documentation is in place and compliant with company policies.
- Relationship Management:Develop and maintain excellent relationships with Strategic Partners.
- Data Entry & Documentation: Input transaction data into systems, review Partner submissions, and verify that all necessary forms and supporting materials are complete and accurate.
- Partner Communication: Serve as a point of contact for Partners, answering queries related to transactions, offers, status updates, or procedural issues.
- Document Preparation & Compliance: Ensure all necessary documentation for loan renewals is prepared, accurately according to company’s sales, credit and compliance policies.
- Record Keeping: Maintain detailed and organized records of all Partner transactions and interactions for auditing and reporting purposes.
- System Updates: Monitor and update internal systems to reflect the latest transaction statuses and ensure accurate reporting.
- Collaboration: Work closely with Sales leadership, Underwriting and Operations teams to ensure a smooth and efficient process while resolving any issues or escalated concerns related to Partner transactions.
- Problem Resolution: Assist Partners in resolving transaction issues, discrepancies, or concerns, offering timely solutions.
- Process Improvement: Continuously identify and recommend process improvements to increase efficiency, reduce errors, and enhance the overall Partner experience.
Qualifications:
- Education: High School Diploma or equivalent required. A bachelor's degree in finance, Business, or a related field is preferred.
- Experience: Previous experience in Sales or Operations in the Small Business Finance industry, with a strong understanding of Working Capital Loans.
Skills/Attributes:
- Strong attention to detail and ability to manage multiple tasks simultaneously.
- Proficient in Microsoft Office Suite (Excel, Word, Outlook) and CRM.
- Excellent verbal and written communication and interpersonal skills, with the ability to manage Partner relationships effectively.
- Knowledge of Working Capital Loan products and industry standards.
- Strong problem-solving and analytical skills.
- Ability to work under pressure and meet deadlines and goals.
- Proactive and self-motivated.
- Strong team player with the ability to collaborate effectively across departments.
- A high level of professionalism and confidentiality when handling sensitive information.
- Comfortable working in a fast-paced, target-driven environment.
Originally posted on Himalayas