Serve as the primary liaison between clients and technical teams, translating business requirements into solution designs and detailed functional specifications.
Utilize knowledge of the banking industry and nCino best practices to offer strategic consulting, providing insight on industry trends and regulatory requirements.
Demonstrate expertise in the nCino product, conduct in-depth product demonstrations, and drive the vision and adoption of nCino across financial institutions.
Exceed revenue targets by cross-selling into existing clients and acquiring new logos in the Preferred Commercial Banking vertical.
Develop deep understanding of the Small Business & Commercial Lending space to solve client challenges and drive sales growth.
Collaborate with internal marketing, analytics, and technology teams to support solution design, pricing, and contract negotiations.
Experian is a global data and technology company powering opportunities by using data, analytics, and software across industries. With 22,500 employees in 32 countries, our people-first culture has earned global recognition as a top workplace.
Own technical strategy for strategic financial services accounts and complex sales campaigns as a co-seller.
Lead executive workshops and architect custom Proof of Concepts that connect customer objectives to Appian.
Navigate complex IT landscapes, influence the product roadmap, and mentor peers to scale best practices.
Appian provides AI automation for business processes at large organizations, with a platform known for power, reliability, and scale. The company has been automating processes for over 25 years and fosters a culture of intensity and excellence, with a focus on accomplishing hard things together.
Lead client-facing portal discovery sessions and gather portal-specific requirements.
Document portal requirements and develop wireframes based on customer needs.
Collaborate with implementation team to review portal builds and support user acceptance testing.
Sylogist provides SaaS-based software solutions to the non-profit, government, and education sectors. The team is collaborative, enthusiastic, and supports over 2000 customers worldwide.
Collaborate with stakeholders to elicit requirements and lead Agile project implementations.
Document user stories, workflows, and process maps; perform gap analysis and QA activities.
Act as liaison between clients and development staff, providing support during and after implementation.
A.J. Boggs supports public sector organizations by delivering technology and business solutions. The company values collaboration, innovation, and professional development, offering a flexible and client-focused work environment.
Lead end-to-end implementations of enterprise software for banks and credit unions.
Partner with Product, Engineering, and delivery teams to keep projects on schedule and within scope.
Act as a trusted advisor to clients, translating technical requirements into clear, actionable guidance.
MANTL provides software that helps banks and credit unions streamline digital account opening and loan origination. It operates a remote-first environment that values collaboration, accountability, analytical thinking, and exceptional customer experiences.
Analyze complex commercial credit relationships and develop well-supported credit recommendations.
Investigate credit and financial information, including statements, tax returns, and cash flows.
Partner with lending teams and mentor analysts to support sound credit risk management.
Banner Bank is a community bank dedicated to listening, learning, and helping businesses and individuals achieve their financial goals. With more than $16 billion in assets and 135 branch locations, it is a Great Place to Work Certified organization recognized by Forbes as one of America's Best Banks.
Provide subject matter expertise in financial crime and compliance to prospects and clients
Position and demo Actimize solutions, translating technical features into business value
Lead Proof of Concept engagements and respond to RFIs/RFPs to drive revenue
We are the largest and broadest provider of financial crime, risk and compliance solutions for financial institutions and government regulators. Our team of 8,500+ employees across 30+ countries works collaboratively to protect assets and ensure regulatory compliance using innovative AI and cloud technology.
Coordinate retail banking construction programs including ATM rollouts, renovations, and new stores to ensure alignment with project goals.
Oversee planning, execution, and delivery of projects, managing risk, budgets, schedules, and compliance with HSE policies.
Collaborate with clients, contractors, and teams to provide program management advice and support business development efforts.
Turner & Townsend is a global professional services company delivering programme, project, cost, asset and commercial management across real estate, infrastructure, energy and natural resources. With over 22,000 people in more than 60 countries, they promote a healthy, flexible working environment and are committed to diversity and inclusion.
Manage and grow a diverse portfolio of banking and retail accounts, developing forecasts and advancing a pipeline.
Collaborate with cross-functional teams to solve issues, identify opportunities, and express the customer's voice to improve solutions.
Drive sales of data, software, and analytics solutions, prioritizing accountability and building trust with teammates and customers.
Experian is a global data and technology company using data, analytics, and software to power opportunities in financial services, healthcare, and more. With 23,300 employees across 32 countries, this FTSE 100 company has a people-first culture.
Manage and grow an established portfolio of client accounts through renewals, cross-sell, and up-sell.
Act as a trusted advisor and drive negotiation, contracting, and approval processes.
Prospect, qualify, and close new business to meet and exceed annual sales objectives.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate. They are a diverse, global team that values creativity, collaboration, and bold ideas.
Own Tier 1 banking commercial strategy and lead complex enterprise sales cycles from prospecting to close.
Open doors into strategic accounts using deep banking industry knowledge and an established professional network.
Build executive-level relationships and develop a repeatable sales playbook for YipitData's banking vertical.
YipitData provides market research and analytics for the disruptive economy, turning billions of data points into actionable insights. It operates globally with offices in the US, APAC, and India, and its culture has been named a Best Workplace by Inc. for three years.
Manage all phases of real estate project management for a financial retail banking client, including planning, design, construction, occupancy, and closeout.
Oversee a high volume of HVAC, roofing, and parking lot upgrade projects, from RFP and resource allocation to quality control and risk mitigation.
Track progress, report variances, and direct the project delivery team while coaching others and implementing action plans to achieve project objectives.
Turner & Townsend is a global professional services company managing real estate, infrastructure, energy, and natural resources projects. With over 22,000 people in 60+ countries, we provide a flexible, inclusive workplace where everyone can affect change.
Manage all phases of retail bank construction projects from planning through closeout, including ground-up and fit-out.
Coordinate renovation activities within occupied facilities to minimize business disruptions and ensure client satisfaction.
Prepare project elements such as scope, cost estimates, budgets, schedules, and risk identification for financial services clients.
Turner & Townsend is a global professional services company specializing in programme, project, cost and asset management for real estate, infrastructure, and energy. With over 22,000 employees across 60+ countries, it fosters a collaborative culture focused on delivering impactful projects and improving lives.
Manage and grow a corporate banking client portfolio focused on deposit acquisition, retention, and expansion.
Develop new client relationships through business development, networking, and community activities.
Monitor deposit activity and client relationships to identify risks and opportunities for growth.
This organization is a U.S. bank providing corporate banking services and deposit products to businesses and nonprofits. It operates with a remote-working culture focused on relationship management and community engagement.
Manage all areas of project management for commercial real estate, from planning and design through construction and closeout.
Interface directly with clients to define scope, budget, schedule, quality control, and risk identification.
Conduct site visits to monitor construction progress and review contractor payments, budgets, and documentation.
Turner & Townsend is a global professional services company delivering projects in real estate, infrastructure, energy, and natural resources. With over 22,000 employees across more than 60 countries, it promotes a healthy, flexible, and inclusive working environment.
Own a portfolio of credit union and community bank clients as the primary point of contact.
Drive product adoption, lead executive business reviews, and manage renewals and upsell opportunities.
Proactively identify at-risk accounts and develop mitigation plans to ensure high retention.
Bankjoy is a Y Combinator and Bessemer-backed FinTech startup providing modern digital banking products for community banks and credit unions. They are a remote-first, collaborative team scaling across the US and Canada.
Own project and case management across health underwriting products, from intake to end-to-end tracking.
Drive process improvement and automation using Salesforce, Jira, and spreadsheet trackers.
Build standardized, data-driven reporting to give teams and leadership actionable visibility.
Gradient AI provides AI-powered SaaS solutions for Group Health and P&C insurance, helping insurers predict risk, improve profitability, and automate underwriting and claims. Backed by $56M in Series C funding and growing rapidly since 2018, they offer a fun, team-oriented startup culture.
Own the strategy, goals, and operating plan for all three Financial Products teams, aligning to company objectives and growth targets.
Drive customer onboarding, enablement, adoption, and spend growth across segments while improving operational efficiency and satisfaction.
Lead, coach, and develop managers and individual contributors, building a performance culture and scalable processes.
Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. Serving nearly 100,000 customers from Fortune 500 enterprises to small businesses, the company provides an AI-driven platform that unifies safety, operations, and finance.
Manage a portfolio of distressed commercial real estate loans and develop resolution strategies.
Evaluate property operations, financials, and market conditions to identify risks and opportunities.
Lead negotiations and oversee judicial foreclosure processes to maximize recovery.
Santander is a global leader in financial services, evolving from a high-impact brand into a technology-driven organization. With a large workforce, the company fosters a culture of bold thinking, innovation, and customer-centric transformation.
Drive post-signature use case ideation and structure new use cases under existing enterprise agreements.
Own client use case intake, maintain templates, and sequence discovery against governance timelines.
Support delivery handoff and maintain accurate use case records across Salesforce.
Drips provides a B2B SaaS platform that helps enterprise clients turn signed agreements into connected customer experiences. The team emphasizes disciplined organization, creative use of existing tools, and cross-functional collaboration.