Project Manager - Portfolio Analytics

nCino, Inc.•Lehi, UT

4d•$64,500 - $106,500

About The Position

nCino is seeking a Project Manager to lead Portfolio Analytics implementations for financial institutions from kickoff through delivery. Working with an Implementation Consultant on the professional services team, the Project Manager runs medium to large cross-functional projects using agile delivery. The role focuses on resource planning, milestone tracking, stakeholder communication, and keeping programs on time and within budget. As the primary contact for assigned customers, the Project Manager leads customer conversations and proactively addresses concerns. The role also involves close collaboration with client success, sales, and product teams. The ideal candidate has at least two years of project management or related experience and a foundational understanding of banking and financial institutions’ implementation needs. Strong communication and organizational skills support independent work on complex projects and client product training. The role also calls for proficiency with Microsoft Office and comfort with project management tools, Excel, and SQL query concepts. The position may require travel.

Requirements

Undergraduate degree in a relevant field such as Business, Management, or Information Technology, or equivalent experience.
At least 2 years of professional experience in project management or a related field.
Strong organizational and time-management skills.
Excellent verbal and written communication skills.
Ability to work independently and as part of a team.
Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
Willingness to learn and adapt in a fast-paced environment.
Strong problem-solving skills and attention to detail.

Nice To Haves

Salesforce experience.
Previous project management experience.
Familiarity with agile software delivery practices and concepts.
Knowledge of banking and financial institution needs.
Comfort with project management tools and SQL query concepts.

Responsibilities

Act as the primary point of contact for assigned customers, maintain clear communication and alignment throughout the project lifecycle, and proactively address concerns.
Plan and allocate resources, monitor burn summaries, track progress, communicate updates and outcomes to stakeholders, and deliver projects on time and within budget.
Manage nCino project plans, including task prioritization, resource allocation, and milestone tracking.
Use knowledge of banking practices to guide customers and support their goals.
Maintain and expand knowledge of nCino product features, demonstrations, and value to banking clients.
Collaborate with sales, product, and customer success teams to support program delivery and customer satisfaction.
Apply agile principles and nCino project methodology to implementation work and contribute to continuous improvement.
Handle complex work independently with minimal oversight, pursue development goals, seek feedback, and contribute to service excellence.
Use AI tools and techniques to automate routine work, improve accuracy and efficiency, and optimize business operations.
Apply AI-driven insights to improve decision-making, customer experience, and team productivity while seeking measurable value.
Stay informed about AI advancements and identify opportunities for learning and scalable growth.