Project Manager - Document Preparation Solutions

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

 

Lead digital transformation for financial institutions by implementing nCino's Document Manager solution and supporting banking platform deployments. You'll serve as both strategic advisor and hands-on project manager, partnering with banks to eliminate paper-based processes and create centralized virtual filing systems. Working directly with bank executives and operational teams, you'll manage complex Document Manager implementations that transform how institutions handle loan documentation, compliance tracking, and audit requirements. This role combines deep banking expertise with agile project delivery, requiring you to lead cross-functional teams while ensuring institutions achieve measurable results through streamlined document workflows and reduced compliance risk. You'll be the primary escalation point for program challenges while driving adoption of solutions that eliminate duplicative paper files and enable seamless document sharing across lending and other banking operations.

 

Responsibilities: 

• Deliver implementation projects that drive adoption and time-to-value by managing risks, actions, issues, decisions and dependencies across the project to ensure that milestones are met on time and on budget  

• Ensures that resources are qualified and available to complete the scope of the project including prioritization of tasks, skillsets are fit for the needs of the project and the budget is aligned with the scope of the deliverables. 

• Act as the primary escalation point for program-related issues and concerns, swiftly addressing challenges to maintain project momentum and ensure customer satisfaction. Implement effective problem-solving strategies to mitigate risks and resolve conflicts. 

• Provide comprehensive project status updates and risk assessments to peers and senior management, delivering clear, actionable insights that facilitate informed decision-making. Ensure transparent and consistent communication between all project stakeholders. 

• Exhibit advanced skills in managing nCino project plans and tooling, including detailed task management, resource coordination, and milestone achievement. Ensure all project activities are aligned with strategic objectives and deliverables are met on time and within budget. 

• Apply a thorough understanding of agile principles and nCino project methodology to ensure adherence to best practices. Lead the implementation of efficient and effective processes that drive successful project delivery and continuous improvement while contributing to the refinement of internal processes and tools 

Required Qualifications: 

• Undergraduate degree in a relevant field (e.g., Business, Management, Information Technology) or equivalent experience. 

• 5+ years of professional experience in project management or a related field. 

• Strong organizational, prioritization and time management skills. 

• Excellent verbal, visual and written communication skills with ability to adapt based on audience. 

• Ability to work independently and as part of a team to influence and drive decision-making 

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). 

• Strong problem-solving skills and attention to detail.  

Desired: 

• Salesforce experience 

• nCino experience (as an end user or nCino implementation) 

• PMP/PMI certification preferred 

• Position may require travel 

• Previous project management experience 

• Background in multiple lines of business in banking 

• Familiarity with agile software delivery practices and concepts 

 

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

 

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.

The base salary range for this job is:

$73,700.00 - $121,600.00

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.