Strategic Account Manager - Mortgage (IMB)
nCino, Inc. · Remote · US only
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First recorded by Psst: 2 November 2026. Sign in with Google to continue to the employer. A free account is enough.
The 20-second read
- Experience
- 6+ years required
- Where you can live
- US only
- Skills and tools
- salesforce, customer success, upsell, quota, b2b, written communication
- Degree or licence
- Mentioned (bachelor)
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Job details
- Where you can work
- United States
- Employment type
- Not stated by the employer
- Advertised pay
- $103K–190K/yr
- Experience
- 6+ years required
- Employer publication date
- 4 September 2026
- First recorded by Psst
- 2 November 2026
- Last checked at the source
- 3 November 2026
About the job
Curious Minds. Bold Ideas. Extraordinary Impact .
We're transforming financial services through bold innovation and relentless execution. You bring the ideas and drive. We'll build what's next — together.
Responsibilities
- The Strategic Account Manager (SAM) is the sales and account lead assigned to nCino's top Strategic IMB Customers and helps deepen and expand the nCino engagement with the most strategic, market-leading IMBs. The role is accountable for growing bookings and revenue of that account, supporting customer satisfaction and reference ability of the customer(s) throughout the customer lifecycle
- Creates, identifies and closes sales for a specific set of named IMB accounts. The individual must be a self-starting closer who can create a pipeline of business within existing accounts
- Expand nCino presence within existing enterprise clients by maintaining relationship with key client stakeholders and partnering with nCino’s Customer Success team to drive adoption and identify opportunities to extend the nCino value-proposition.
- Thoroughly understand mortgage operations within your designated IMB customers and navigate the organization effectively in order to identify opportunities to extend the nCino solution and help organizations solve critical problems in other segments of the organization
- Use consultative sales approach to identify client needs and use detailed knowledge of the nCino solution and the Salesforce.com platform to challenge customers to consider a new and innovative offering
- Strategic account planning. 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
- Effectively identify prospective customer “mobilizers” and build consensus among key stakeholders
- Learn to deliver a strong demo of the nCino Bank Operating System based on prospect needs
- Manage complex sales cycle within new clients by mapping customer’s decision-making and approval processes, compressing timelines, negotiating contracts, and closing business
Qualifications
- Bachelor’s degree and 6+ years of experience in quota-carrying B2B software sales with demonstrated record of meeting or exceeding targets or combination experience, education, & superior performance
- Experience working with Independent Mortgage Banks
- Demonstrated ability to identify executive decision makers, build credibility with client executives and sell to the C-suite
- Flexible problem-solver who will thrive in nCino’s fast-paced, collaborative and entrepreneurial environment
- Strong listening skills and impeccable verbal and written communication skills
- Ability to demonstrate software solutions onsite with clients or via virtual meetings
- Organize, efficient, and able to maintain high level of production while also demonstrating process and administrative excellence
- Must be located in the Midwest or near a major airline hub for territory coverage
Desired Candidate Skills
- Graduate degree or related certification
- Passion for Customer Success
- Experience as a commercial banker
- Consultative background with past experience with enterprise business and technology programs
Travel Requirements
- Frequent travel within the Midwest territory to accomplish and exceed goals
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
$102,800 — $190,200 USD
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.
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