nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking.
Our onboarding cycles are fast paced; you need to be organised, decisive, and able to manage multiple concurrent customers without dropping the ball. Our client base operates predominantly under South African regulatory frameworks namely the FIC Act, and you will be expected to apply that context practically throughout delivery. You will also contribute to the capability and consistency of the broader Customer Onboarding team through mentorship, process improvement, and internal initiatives.
Overall Responsibilities
Programme Delivery & Lifecycle Management
- Own end-to-end onboarding delivery for new customers. The process begins from sales handover through to the customer being deemed live, managing timelines, RAG status, and stakeholder communication for each customer throughout their journey.
- Confirm Salesforce completeness at handover; create and maintain Monday.com project plans with accurate status, milestone tracking, and notes at every stage.
- Send and manage all customer communications at each onboarding stage: welcome emails, kick-off agendas, action-required requests, walkthrough invitations, and go-live confirmations, in line with the standard onboarding journey.
- Coordinate internal alignment meetings for Enterprise customers (Sales, Account Manager, Compliance, PM) ahead of client-facing sessions; maintain shared Slack channels for cross-functional visibility.
- Manage concurrent onboarding programmes across new customers, running parallel workstreams where possible rather than waiting on one dependency to move the whole programme forward.
- Serve as the first escalation point for delivery issues: resolve blockers proactively and escalate to the Manager where required.
Customer-Facing Facilitation
- Lead kick-off calls for new customers: setting expectations, demoing the system, confirming timelines and users, and securing dates for next steps.
- Facilitate Needs Analysis sessions in partnership with the IC: walking the customer through their instance, capturing business and process requirements, and ensuring the configuration remains FICA compliant.
- For Enterprise customers: facilitate Fit-Gap Analysis workshops and Project Scope Document reviews, ensuring sign-off before configuration begins; maintain a change log for scope updates throughout the programme.
- Coordinate UAT: prepare customers, manage feedback cycles, track resolution, and confirm sign-off before go-live.
- Manage Handover meeting, bringing AM and Support up to date on the customer relationship and updating Salesforce with all the necessary documentations to assist in a clean transition.
Cross-functional Coordination
- Coordinate with Compliance for RMCP and Risk Rating workshops: scheduling, briefing the customer, and ensuring outputs are documented.
- Manage IC task allocation for system customisation and QA: track build progress and keep the customer informed without requiring them to chase.
- Coordinate branding approvals, email domain setup, user list confirmation, and bulk upload requirements within agreed timelines.
- Partner with Account Management on post-go-live handover quality and flag client health signals observed during onboarding.
Team Leadership & Continuous Improvement
- Provide mentorship and day-to-day coaching to junior Project Managers and ICs on delivery methodology, client management, and documentation standards.
- Contribute to building repeatable frameworks, playbooks, and templates that raise the floor across the Customer Onboarding team.
- Identify patterns across the onboarding portfolio; recurring delays, scope risks, client readiness gaps and feed insights back into process improvement and team training.
- Participate in team calibration, capacity planning, and internal knowledge-sharing initiatives.
QUALIFICATIONS & EXPERIENCE
Required
- Minimum 4 years of project management experience in a client-facing delivery environment financial services, fintech, or SaaS strongly preferred.
- Demonstrated ability to manage multiple concurrent customer onboardings simultaneously, each at different lifecycle stages.
- Exceptional organisational discipline; you run clean Monday.com boards, your Salesforce notes are up to date, and your customers always know what is happening and what is expected of them next.
- Strong client-facing communication and facilitation skills; comfortable leading kick-off calls, needs analysis sessions, UAT reviews, and executive handovers.
- Experience working with Salesforce-based platforms or structured CRM/project management tools (Monday.com, Jira, or similar).
- Formal tertiary qualification or equivalent professional experience.
Advantageous
- Previous experience in a KYC, AML, or compliance technology onboarding or implementation context.
- Exposure to nCino KYC, DocFox, or comparable customer onboarding platforms.
- Experience facilitating Fit-Gap Analysis workshops or scoping sessions with enterprise clients.
- People leadership or mentorship experience in a delivery or onboarding team.
- Project Management certification (PMP, PRINCE2, or equivalent).
If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino.
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 [email protected].
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.
Skills Required
- Previous financial industry experience, specifically commercial or SBA lending background and familiarity with banking language and processes
- Bachelor's degree or equivalent experience
- 4 years of experience or combination of education, experience, and superior performance
- Understanding of Salesforce AppExchange
- Management of senior level relationships and developing high-value business relationships with complementary software companies
- Proven ability to collaborate effectively with cross-functional teams to align and coordinate internal resources
- Exceptional communication skills and an innovative problem solving personality
- Familiarity and experience with project management tools, agile methodologies and strategies
- Proven ability to interact and communicate with customers professionally; comfortable with public speaking and leading meetings
- Ability and motivation to learn quickly and independently
- Strong organizational skills and ability to prioritize daily tasks, projects and workload to deliver according to the program schedule
- Strong analytical mindset; ability to observe a client's current process and analyze how the nCino product will benefit them
- Strong leadership and communication skills
- Ability to present and explain program specific information to diverse types of audiences
- Strong ability to define and document business and functional requirements, business process maps (As-Is/To-Be) flows and diagrams
- Experience with CRM systems such as Salesforce.com or systems built on relational databases
- Previous managerial and project management experience
- Become Salesforce.com certified with at least two different certifications within your first year
nCino, Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about nCino, Inc. and has not been reviewed or approved by nCino, Inc..
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Healthcare Strength — Health coverage includes comprehensive medical, dental, and vision options along with mental‑health resources and a global EAP, with some instances of fully paid premiums cited. Wellness initiatives and supportive programs (e.g., HSA/FSA availability) further enhance the offering.
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Leave & Time Off Breadth — Paid parental leave, generous or unlimited PTO, volunteer time off, company holidays, and bereavement leave are emphasized. Flexible work options and family support (including adoption and dependent‑care support where available) broaden practical access to time off.
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Retirement Support — Programs include a 401(k) alongside an employee stock purchase plan and life/disability coverage. Student‑debt repayment and performance bonuses are positioned as part of total rewards.
nCino, Inc. Insights
What We Do
Ncino is a cloud-based bank operating solution for the financial services industry. nCino (NASDAQ: NCNO) is the worldwide leader in cloud banking. The nCino Bank Operating System® empowers financial institutions with scalable technology to help them achieve revenue growth, greater efficiency, cost savings and regulatory compliance. In a digital-first world, nCino's single digital platform enhances the employee and client experience to enable financial institutions to more effectively onboard new clients, make loans and manage the entire loan life cycle, and open deposit and other accounts across lines of business and channels. Transforming how financial institutions operate through innovation, reputation and speed, nCino works with more than 1,200 financial institutions globally, whose assets range in size from $30 million to more than $2 trillion.
