# Project Manager - Portfolio Analytics

**Company**: nCino
**Location**: Lehi, Utah
**Experience**: mid
**Job type**: full-time
**Salary**: $64,500-$106,500 USD
**Category**: Consulting
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/ncinoinc/jobs/4450467009?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_ac1d320c-24d

## Description

We're seeking a Project Manager to lead Portfolio Analytics implementations for financial institutions. You'll work with an Implementation Consultant to run medium to large cross-functional projects using agile delivery.

Responsibilities:

- Act as primary point of contact for assigned customers, ensuring clear communication and alignment throughout the project lifecycle.

- Lead customer interactions, proactively addressing concerns and ensuring customer satisfaction.

- Plan and allocate resources, monitor progress, and keep stakeholders informed of updates and outcomes.

- Possess a foundational understanding of managing an nCino project plan, including task prioritization, resource allocation, and milestone tracking.

- Leverage a basic understanding of the banking industry and best practices to provide guidance and strategic insights to customers.

- Maintain a fundamental knowledge of the nCino product, including feature functionality and demonstration techniques.

- Collaborate cross-departmentally with sales, product, and customer success teams to ensure seamless program delivery and customer satisfaction.

- Apply a foundational understanding of agile principles and nCino project methodology to support efficient and effective implementation processes.

- Engage in continuous learning and collaboration, handling complex work independently with minimal oversight.

- Leverage AI tools and techniques to enhance work efficiency and optimize business operations.

Qualifications:

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

- 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 (Word, Excel, PowerPoint).

- Willingness to learn and adapt in a fast-paced environment.

- Strong problem-solving skills and attention to detail.

## Skills

### Required
- project management
- agile delivery
- Microsoft Office Suite
- communication skills
- organizational skills
- problem-solving skills

### Nice to have
- Salesforce experience
- familiarity with agile software delivery practices and concepts

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/ncinoinc/jobs/4450467009?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)
