Project Manager - Portfolio Analytics

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.