Product Owner – nCino

• Serve as a nCino/CRM / Salesforce evangelist within City National Bank, to bring best practices to life, drive adoption and usage, and continuously enhance the performance of the platform and processes.
• Work in close collaboration with business leaders, the CRM team, internal business partners and subject matter experts to assess project requests and ensure they are aligned with the product roadmap
• Work with key stakeholders across all business lines, channels, marketing and technology to achieve business imperatives over a 1/3/5-year implementation vision and roadmap
• Facilitate nCino business requirement gathering workshops and elicit stakeholder requirements and provide input for solution design options.
• Facilitate the refinement of, then direct the product roadmap to achieve process, technology, and cultural changes across City National
• Refine program approach on an ongoing basis, and drive multiple projects on the Salesforce.com platform, including sales, service, and marketing
• Define product requirements and work closely with technology colleagues to deliver product features
• Collaborate with development team and help drive design, build and testing of bug fixes and operational enhancements.
• Optimize product delivery based on customer needs, competitive analysis and market and technology trends
• Design and execute a prioritization model for Roadmap sequencing of delivery
• Communicate project status and milestone completion to Executive Management, Business Leaders, and Technology colleagues
• Partner with change management leadership to implement change management and user adoption strategy and metrics; ensure colleagues have training and access to information to optimally integrate CRM / Salesforce best practices into their workflow
• Build and track overall platform adoption KPIs and socialize with leadership.
• Understand data exchange patterns and data quality impacts related to nCino changes or enhancements. Ensure downstream systems and processes are not negatively impacted.

Must-Have*

• Bachelor's Degree
• Minimum 10 years of experience in financial services with emphasis on the loan origination process and solid understanding of relationship management, credit underwriting, closing and booking of customer and loan data
• Minimum 5 years of experience with large transformational data driven projects with solid experience facilitating business requirements, understanding impacts and working with the business to set priorities.
• Minimum 7 years of experience planning, implementing and managing enterprise-wide transformational data projects required

Skills and Knowledge

• Minimum 3 years of experience with nCino implementation and support models working in an agile environment including coordinating of training, testing and change management processes
• MBA preferred
• Supervisory experience preferred
• Passion for the client and user experience
• Must be able and willing to work outside of normal working hours/days in order to provide a superior customer service experience
• Successful track record of leading highly engaged teams of direct reports and diverse cross-functional colleagues to achieve ambitious strategic goals
• Experience managing products at all stages of the product lifecycle
• Ability to manage complex, high-profile projects end-to-end
• Skilled relationship manager effective at collaborating and influencing across internal and external partners
• Proven ability to influence without authority when balancing the demands of multiple diverse stakeholders
• Sharp analytic skills with an ability to arrive at logical and quick conclusions, and to facilitate structured decision-making for teams and stakeholder groups
• Ability to take on increasing scope and level of responsibilities as this role evolves
• Preference for experience with Agile systems development, Salesforce.com, and /or CRM processes and platforms