Client Relationship Specialist

3 weeks ago

London, Greater London, United Kingdom nCino, Inc. Full time

nCino is at the forefront of cloud banking innovation, offering remarkable career paths for those eager to be part of a global leader in the industry.

We are seeking a Client Relationship Specialist to enhance our international PreSales team. If you possess a passion for collaborating with potential clients and leveraging your banking knowledge to transform financial services, this role is tailored for you. As a Client Relationship Specialist, you will be instrumental in addressing business challenges and showcasing the benefits of the nCino solution.

Key Responsibilities

  • Act as a Trusted Advisor to prospects and clients by facilitating and/or leading presales discussions, presentations, and solution development focused on nCino-specific functionalities.
  • Serve as a Solution Consultant, conducting in-depth discovery sessions with prospects to uncover solutions for significant business challenges and pain points.
  • Demonstrate Thought Leadership by providing expertise in credit and lending, property finance, and the broader banking and financial services landscape.
  • Function as a Solution Specialist, delivering comprehensive product presentations and demonstrations to both internal and external stakeholders, addressing inquiries regarding functional capabilities while illustrating the value of the nCino solution.
  • Collaborate effectively with colleagues across PreSales, Sales, Product, Partner, and Customer Success teams to achieve shared goals.
  • Bring your expertise to the table by learning to configure the nCino solution, enhancing your technical acumen to translate user requirements into technical specifications and customize product demonstrations to emphasize nCino's value proposition.

Qualifications & Skills

  • A minimum of 5 years of experience in banking and financial services.
  • A solid understanding of commercial finance, property and/or mortgage lending, banking processes, and credit environments.
  • Proven track record of establishing strong relationships with prospects and clients across various cross-functional teams, particularly in a dynamic Sales environment.
  • Outstanding communication and professional presentation skills, with the capability to engage and persuade large audiences and senior stakeholders.
  • Ability to swiftly respond to complex situations and adapt to evolving circumstances.

Preferred Candidate Attributes

  • In-depth knowledge of loan origination processes, credit risk management, regulatory standards, and/or product management within the lending sector.
  • Experience with Salesforce, including usage and configuration.
  • Fluency in English; proficiency in additional European languages is advantageous.

Travel Expectations

  • This position may require up to 50% travel.

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom StoneX Full time

    Client Relationship SpecialistStoneX is looking for a dedicated Client Relationship Specialist to enhance our team. In this role, you will be tasked with addressing client inquiries through multiple communication channels, including phone, chat, and email. You will utilize established procedures and guidelines to engage with clients while fostering and...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom StoneX Full time

    Client Relationship SpecialistStoneX is looking for a dedicated Client Relationship Specialist to enhance our team. In this role, you will be tasked with addressing client inquiries through multiple communication channels, including phone, chat, and email. You will utilize established procedures and guidelines to manage client interactions while fostering...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom Selfridges Full time

    Client Relationship Specialist - (Existing Client Portfolio Required) Overview of the Position Role Summary As a Client Relationship Specialist, you play a pivotal role in a team dedicated to providing exceptional service to our clientele. With a focus on client engagement, you actively identify opportunities to enhance the shopping experience for...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom Dow Jones Full time

    Exciting Career Opportunity at a Premier Media Organization Are you an enthusiastic professional with a strong interest in sales and client engagement? Become a part of our team as a Client Relationship Specialist and contribute significantly to the promotion of cutting-edge media solutions to esteemed clients across the EMEA region. In the role of...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom Houseful Full time

    Houseful - Client Relationship Specialist - Customer RetentionRemote PositionHouseful is dedicated to empowering individuals to make informed choices regarding their residences. We host a collection of reputable brands that are transforming the real estate sector.We are currently seeking a Client Relationship Specialist - Customer Retention to become a part...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom UK Bank Full time

    JOB TITLE: Client Relationship SpecialistREPORTS TO: Area Branch ManagerPRIMARY RESPONSIBILITY:The primary aim is to support the branch in achieving its sales targets by providing exceptional customer service to current clients and by acquiring and retaining new clients through the development and enhancement of client relationships.KEY...

  • Client Relationship Specialist

    4 days ago

    London, Greater London, United Kingdom UK Bank Full time

    JOB TITLE: Client Relationship SpecialistREPORTS TO: Area Branch ManagerPRIMARY RESPONSIBILITY:The primary aim is to support the branch in achieving its sales targets by providing exceptional customer service to current clients and by acquiring and retaining new clients through the development and enhancement of client relationships.KEY...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom Bloom Procurement Services Full time £27,000 - £30,000

    Client Relationship Specialist, Remote - Comprehensive health cashback program - Opportunities for professional development - Dedicated day for community service - Engaging company social gatherings - Cycle to Work initiative - Employee Support Program - Pension Plan - Employee Feedback – Hive HR Engagement Survey and Open Door Policy - Electric...

  • Client Relationship Onboarding Specialist

    3 weeks ago

    London, Greater London, United Kingdom JJ Search Full time

    About the Organization JJ Search is a distinguished entity in the financial services sector, specializing in private banking, wealth management, and comprehensive financial advisory services. Position Overview THIS POSITION REQUIRES A FLUENT GREEK SPEAKER The Client Relationship Onboarding Specialist will play a pivotal role in supporting Client Relationship...

  • Client Relationship Specialist

    4 days ago

    London, Greater London, United Kingdom UK Bank Full time

    JOB TITLE: Client Relationship SpecialistREPORTS TO: Area Branch ManagerPRIMARY RESPONSIBILITY:The role is pivotal in assisting the branch to achieve its sales targets by providing exceptional customer service to current clients and by attracting and retaining new clients through the development and enhancement of client relationships.KEY...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom UK Bank Full time

    JOB TITLE: Client Relationship SpecialistREPORTS TO: Area Branch ManagerPRIMARY RESPONSIBILITY:The role is pivotal in assisting the branch to achieve its sales targets by providing exceptional customer service to current clients and by attracting and retaining new clients through the development and enhancement of client relationships.KEY...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom SmartCo Consulting Full time

    Client Relationship SpecialistSmartCo Consulting stands out as one of the industry's most rapidly expanding technology advisory firms.We collaborate with significant global corporations and governmental entities, executing high-profile IT transformation initiatives (Infrastructure / Cloud / Data / Security / Applications), assisting our clients in realizing...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your RoleAs a Client Relationship Specialist, you will be instrumental in assisting our Financial Advisers by ensuring the delivery of compliant suitability reports and facilitating the onboarding of potential clients. Each advisory interaction necessitates adherence to SJP standards, and Client Relationship Specialists serve as essential 'quality assurance'...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom Adecco Full time

    Role OverviewAs a Client Relationship Specialist, you will play a pivotal role in enhancing the customer experience within a prestigious retail environment.Key ResponsibilitiesUtilize all available CRM tools to enhance the client journey and assist the retail team in achieving their commercial objectives.Act as the primary liaison for CRM platforms, ensuring...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom Houseful Full time

    Join Our Team at HousefulHouseful stands at the forefront of the property market sector, representing esteemed brands such as Zoopla, Alto, Hometrack, Calcasa, Mojo, and Prime location. Our mission is to empower individuals in making well-informed choices regarding their homes through the utilization of software, data, and insights.We are in search of a...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom Houseful Full time

    Join Our Team at HousefulHouseful stands at the forefront of the property market sector, encompassing renowned brands like Zoopla, Alto, Hometrack, Calcasa, Mojo, and Prime location. Our mission is to empower individuals to make informed housing decisions through the use of advanced software, comprehensive data, and insightful analysis.We are on the lookout...

  • Client Relationship Specialist

    3 weeks ago

    London, Greater London, United Kingdom dunnhumby Full time

    dunnhumby stands as the premier authority in Customer Data Science, empowering enterprises globally to excel in today's data-centric landscape. Our commitment is unwavering: we prioritize the Customer above all. Our Vision: To facilitate business growth and transformation by championing the voice of the Customer. With a rich legacy in retail—one of the...

  • Client Relationship Support Specialist

    2 days ago

    London, Greater London, United Kingdom Quilter Full time

    About the RoleWe are seeking a highly organized and proactive Client Relationship Support Specialist to join our team at Quilter. As a key member of our Client Relationship team, you will play a critical role in supporting our Financial Planners and Paraplanners in delivering exceptional customer service to our clients.Key Responsibilities:Prepare...

  • Client Relationship Support Specialist

    1 day ago

    London, Greater London, United Kingdom Quilter Full time

    About the RoleWe are seeking a highly organized and proactive Client Relationship Support Specialist to join our team at Quilter. As a key member of our Client Relationship team, you will play a critical role in supporting our Financial Planners and Paraplanners in delivering exceptional customer service to our clients.Key Responsibilities:Prepare...

  • Client Onboarding Specialist

    3 days ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:We are seeking an experienced Client Onboarding Specialist to join our team at Hays Specialist Recruitment Limited. As a Client Onboarding Specialist, you will play a critical role in ensuring a smooth and timely transition of new clients into our client's funds.Key Responsibilities:Coordinate and support client transitions into new funds,...