Senior Project Manager

nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking.

 

The Senior Project Manager is a core delivery leader within the nCino KYC Africa Customer Onboarding team. In this role, you are the primary project owner for a portfolio of concurrent customer onboarding programmes, working in close partnership with Implementation Consultants (ICs) to ensure each client is onboarded onto the nCino KYC platform efficiently, compliantly, and to a measurable quality standard.
Our onboarding cycles are fast paced; you need to be organised, decisive, and able to manage multiple concurrent customers without dropping the ball. Our client base operates predominantly under South African regulatory frameworks namely the FIC Act, and you will be expected to apply that context practically throughout delivery. You will also contribute to the capability and consistency of the broader Customer Onboarding team through mentorship, process improvement, and internal initiatives.

 

Overall Responsibilities

Programme Delivery & Lifecycle Management

• Own end-to-end onboarding delivery for new customers. The process begins from sales handover through to the customer being deemed live, managing timelines, RAG status, and stakeholder communication for each customer throughout their journey.
• Confirm Salesforce completeness at handover; create and maintain Monday.com project plans with accurate status, milestone tracking, and notes at every stage.
• Send and manage all customer communications at each onboarding stage: welcome emails, kick-off agendas, action-required requests, walkthrough invitations, and go-live confirmations, in line with the standard onboarding journey.
• Coordinate internal alignment meetings for Enterprise customers (Sales, Account Manager, Compliance, PM) ahead of client-facing sessions; maintain shared Slack channels for cross-functional visibility.
• Manage concurrent onboarding programmes across new customers, running parallel workstreams where possible rather than waiting on one dependency to move the whole programme forward.
• Serve as the first escalation point for delivery issues: resolve blockers proactively and escalate to the Manager where required.

Customer-Facing Facilitation

• Lead kick-off calls for new customers: setting expectations, demoing the system, confirming timelines and users, and securing dates for next steps.
• Facilitate Needs Analysis sessions in partnership with the IC: walking the customer through their instance, capturing business and process requirements, and ensuring the configuration remains FICA compliant.
• For Enterprise customers: facilitate Fit-Gap Analysis workshops and Project Scope Document reviews, ensuring sign-off before configuration begins; maintain a change log for scope updates throughout the programme.
• Coordinate UAT: prepare customers, manage feedback cycles, track resolution, and confirm sign-off before go-live.
• Manage Handover meeting, bringing AM and Support up to date on the customer relationship and updating Salesforce with all the necessary documentations to assist in a clean transition. 

Cross-functional Coordination

• Coordinate with Compliance for RMCP and Risk Rating workshops: scheduling, briefing the customer, and ensuring outputs are documented.
• Manage IC task allocation for system customisation and QA: track build progress and keep the customer informed without requiring them to chase.
• Coordinate branding approvals, email domain setup, user list confirmation, and bulk upload requirements within agreed timelines.
• Partner with Account Management on post-go-live handover quality and flag client health signals observed during onboarding.

Team Leadership & Continuous Improvement

• Provide mentorship and day-to-day coaching to junior Project Managers and ICs on delivery methodology, client management, and documentation standards.
• Contribute to building repeatable frameworks, playbooks, and templates that raise the floor across the Customer Onboarding team.
• Identify patterns across the onboarding portfolio; recurring delays, scope risks, client readiness gaps and feed insights back into process improvement and team training.
• Participate in team calibration, capacity planning, and internal knowledge-sharing initiatives.

Required

• Minimum 4 years of project management experience in a client-facing delivery environment financial services, fintech, or SaaS strongly preferred.
• Demonstrated ability to manage multiple concurrent customer onboardings simultaneously, each at different lifecycle stages.
• Exceptional organisational discipline; you run clean Monday.com boards, your Salesforce notes are up to date, and your customers always know what is happening and what is expected of them next.
• Strong client-facing communication and facilitation skills; comfortable leading kick-off calls, needs analysis sessions, UAT reviews, and executive handovers.
• Experience working with Salesforce-based platforms or structured CRM/project management tools (Monday.com, Jira, or similar).
• Formal tertiary qualification or equivalent professional experience.

Advantageous

• Previous experience in a KYC, AML, or compliance technology onboarding or implementation context.
• Exposure to nCino KYC, DocFox, or comparable customer onboarding platforms.
• Experience facilitating Fit-Gap Analysis workshops or scoping sessions with enterprise clients.
• People leadership or mentorship experience in a delivery or onboarding team.
• Project Management certification (PMP, PRINCE2, or equivalent).

 

If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino.

 

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.