nCino, Inc.

• Lead prospect specific inquiries/scoping projects around nCino specific functionality as it relates to the direct user audiences • Perform detailed deeper dive product demonstrations for late stage and enterprise opportunities • Maintain strong industry knowledge of Salesforce and AWS to inform demonstration strategy and speak credibly to platform architecture with prospects • Provide Subject Matter Expertise as it relates to the lending and banking environments • Own and continuously maintain a designated Subject Matter Expert area, sustaining deep, current expertise in the assigned line(s) of business and serving as the definitive authority for that domain to both internal teams and prospects • Create dashboards and reports to represent prospect specific data requests • Lead training webinars for internal nCino to explain recent release functionality • Maintain training materials for new hires to help get them up to speed on the internal demonstration environment • Collaborate with other members of Pre-Sales to understand prospect's technical requirements and specific needs based on demonstrations and conversations • Serve as a knowledge transfer resource, translating banking expertise and product functionality for both internal teams and prospects • Serve as the driving force behind AI adoption within the nCino platform and across pre-sales processes, championing Intelligence Everywhere capabilities in prospect demonstrations and embedding AI-driven efficiency into the team's demo, discovery, and enablement workflows

Role Description We are currently searching for a Senior Product Specialist that will work in tandem with the Direct Sales team, Product Development, and Professional Services. You will provide and demonstrate customized environments to help address prospect scenarios during the sales process. - Lead prospect specific inquiries around nCino specific functionality as it relates to the direct user audiences - Perform detailed deeper dive product demonstrations - Lead both remote and in person demo conversations with poise and authority - Responsible to give and receive positive and constructive feedback to ensure continuous improvement of demo scenarios - Provide Subject Matter Expertise as it relates to the lending and banking environments, and current economic trends - Lead training webinars for internal nCino to explain recent release functionality - Maintain training materials for new hires to help get them up to speed on the internal demonstration environment - Collaborate with other members of Pre-Sales to understand prospect’s technical requirements and specific needs based on demonstrations and conversations - Provide feedback on the demo environment to match industry expectations - Serve as the driving force behind AI adoption within the nCino platform and across pre-sales processes, championing Intelligence Everywhere capabilities in prospect demonstrations and embedding AI-driven efficiency into the team's demo, discovery, and enablement workflows Qualifications - Required - Bachelor’s degree in a comparable field - 4+ years’ experience or combination experience, education, & superior performance - Proven ability to build rapport with multiple teams, especially in a Sales environment - Ability to be flexible with new challenges and constant change in a fast-paced environment - Exceptional communication and presentation skills with the ability to clearly describe, educate, and persuade - Proven knowledge and experience in banking and financial services - Highly professional demeanor with the ability to present in front of large groups - Ability to react quickly to complex scenarios - Desired - Salesforce experience - Extensive knowledge in areas of Loan Origination Workflow, nCino, SFDC best practices, etc. Requirements - Position requires up to 60% travel Benefits - The pay range for this role is based on relative market data and alignment with our compensation philosophy. - The base salary range for this job is: $93,900.00 - $159,600.00 Company Description 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. 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. 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.

• Identify and target prospective nCino customers • Drive opportunities through qualification and closure • Develop strong nCino brand presence within a geographic territory • Manage complex sales cycle with new customers • Sell newly released nCino products and offerings to existing customers

• Define and lead a bold Field Engineering strategy that raises the bar for how nCino engages clients, prospects and partners. • Lead, develop, and scale a high-performing global Field Engineering organization comprised of Pre-sales Product Specialists and Solution Architects. • Own and drive nCino’s global demo strategy, establishing standards that position nCino as the definitive Agentic Platform for Banking. • Build and standardize global standards, enablement systems, discovery methodologies, coverage models, and engagement frameworks across NA, EMEA, and APAC. • Provide strategic leadership that shapes and executes a Field Engineering strategy that supports nCino’s growth objectives. • Demonstrate command of regulatory environments and how they shape banking operations and risk mitigation globally.

• Ability to manage and deliver multiple complex programs concurrently, eg. larger customers or implementing multiple lines of business. • Responsible for leading and consulting customers through a digital transformation program using the Salesforce platform and nCino Bank Operating System • Plan and designate program resources, communicate burn summaries, monitor progress, and keep stakeholders informed • Drive the nCino single platform vision and adoption throughout the entire customer organization from executives to individual contributors • Establish relationships with both technology partners and internal key stakeholders • Work with product management team and senior leadership team to assist in prioritizing product enhancements to drive roadmap decisions, revenue, and customer retention • Serve as the first point of escalation for nCino project delivery on customer issues partnering with nCino leadership • Work with nCino implementation team consisting of Banking, Configuration, Integration and Product Development SME(s) to define the work breakdown and detailed tasks • Utilize an Agile process to assess a customer's current state, determine future state, identify the gaps and implications of potential obstacles and risks • Analyze the current and future state data, technical, application, identify dependencies and business architecture needed; verify and modify recommended implementation plan based on customer input and existing/inflight customer programs • Assist customers with user acceptance testing of the nCino Bank Operating System and train on methodology including streamlining, simplification and automation of tasks • Provide regular updates to executive sponsor and internal nCino senior leadership on the status of each customer’s program delivery and detail the achievements against the agreed business metrics • Provide Subject Matter Expertise as it relates to the lending and banking environments • Perform detailed deeper dive product demonstrations • Develop broad understanding of cross-organizational programs and operations across the nCino solutions and how those align with the Financial Institutions operating process • Consult on program management processes, best practices and methodologies within the program teams

• Independently sets up and installs technical systems, applications, or process designs for client’s purchased or outsourced technology and business process solutions. • Senior member within team supporting clients with managing initial access, map and transfer data, create process documentation, and train or coordinate training for client users. • Troubleshoot client issues as they arise. • Demonstrates advanced understanding of Salesforce declarative automation and data integrity tools used to configure and extend nCino. • Articulates a proposed solution for or against customization. • Configures product features and in the context of the end-user and relative level of effort (LOE). • Understands and articulates challenges inherent in environment strategy and promotion. • Recommends optimal extensions around or to the nCino data model to the team. • Demonstrates adept troubleshooting ability using a combination of configuration review, debug logs, and Chrome tools. • Proposes solutions using Salesforce and nCino UX, and Security mechanisms to achieve requirements. • Conducts nCino feature quality control and testing. • Proficiently uses complimentary Salesforce tools. • Exhibits competent understanding of common integrations. • Displays understanding and use of DevOps. • Promote cross-team collaboration focused on delivering product configuration for the end-user. • Encourages continuous learning and is able to define a personalized continuous learning path that assists with career growth. • Leverage AI tools and techniques to enhance work efficiency and optimize business operations by automating routine tasks to improve accuracy, save time, and minimize errors. • Utilize AI-driven insights to refine decision-making, elevate customer experience, and boost team productivity while ensuring its application provides measurable value, driving innovation and smarter ways of working. • Stay informed on AI advancements to drive continuous learning and scalable growth opportunities.

• Independently sets up and installs technical systems, applications, or process designs for client’s purchased or outsourced technology and business process solutions. • Senior member within team supporting clients with managing initial access, map and transfer data, create process documentation, and train or coordinate training for client users. • Troubleshoot client issues as they arise. • Demonstrates advanced understanding of Salesforce declarative automation and data integrity tools used to configure and extend nCino. • Articulates a proposed solution for or against customization. • Configures product features and in the context of the end-user and relative level of effort (LOE). • Understands and articulates challenges inherent in environment strategy and promotion.

• Own and grow an existing book of business within the Farm Credit vertical, with a focus on account expansion, pipeline management, and long-term relationship health across the customer lifecycle. • Identify and close growth opportunities within named accounts by maintaining strong relationships with key stakeholders and partnering closely with Customer Success, Professional Services, and Sales Operations. • Navigate Farm Credit organizations effectively, understanding cooperative governance structures, and identifying opportunities to extend the nCino solution across business lines. • Apply a consultative sales approach grounded in deep knowledge of the Farm Credit System, FCA regulatory requirements, and ag-specific concepts including crop cycles, FSA programs, and commodity-driven credit risk. • Develop and execute strategic account plans that drive upsell and expansion while supporting customer satisfaction and long-term reference ability. • Build and maintain executive-level relationships independently, engaging senior leadership and C-suite stakeholders with credibility and presence. • Manage a complex, multi-stage pipeline while staying ahead of relationship health across existing customers.

• Lead planning, design, development, and testing of enhancements to nCino Integration Gateway (IG) • Support client and internal nCino stakeholder integration objectives • Troubleshoot production issues and make solid code and service architecture decisions • Mentor colleagues through hands-on collaboration • Incorporate user feedback into UI/UX/product decisions • Provide input on architectural decisions and guide best practices • Help choose technologies and tools for projects • Design code aligned with overall service architecture • Improve the automated testing practices • Collaborate with cross-functional teams for launch and release plans

• As a Strategic Account Manager, you will serve as the senior executive covering the most strategic IMB enterprise accounts in the Midwest territory. • Leverage existing relationships with executives and business unit leaders to understand their unique company challenges and to influence their perspective of nCino solutions. • Create, identify and close sales for a specific set of named IMB accounts. • Expand nCino presence within existing enterprise clients by maintaining relationships with key client stakeholders and partnering with nCino’s Customer Success team. • Thoroughly understand mortgage operations within your designated IMB customers and navigate the organization to identify opportunities to extend the nCino solution. • Use a consultative sales approach to identify client needs and use detailed knowledge of the nCino solution and the Salesforce.com platform to challenge customers. • Develop plans and resource requirements to drive our existing customers to upsell and add new products. • Analyze and measure account plans for customer and company success.