Client Value Associate

Posted 22 Days Ago
Be an Early Applicant
London, England
Entry level
Cloud • Fintech • Software
The Role
The Client Value Associate role involves interacting with users to gather feedback, creating presentations, delivering coaching, and assisting in customer success and pre-sales efforts. This entry-level position offers training and opportunities for growth.
Summary Generated by Built In

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


 

As Client Value Associate, you will interact (usually on Zoom/Teams or telephone) with end users and pilot participants to gain feedback, linked to their business metrics. You’ll use this information to create PowerPoint slides telling the story of how FullCircl has helped them with their customers or prospects. This feedback is essential in renewal proposals for customers and new business proposals for prospective customers.
This role is perfect for someone new in their career who confidently and quickly builds rapport, who has energy and enthusiasm to learn. With such a central role, there are progression pathways into customer success, pre-sales or sales. We provide extensive in-house training and access to LinkedIn Learning to support your growth.
The team is based in both London Bridge and Winnersh so you will be required to attend these offices 2-3 days per week, as well as have the option to work at home on days when you aren’t required in the office.
nCino, the global leader in intelligent banking, has recently acquired FullCircl. This position will be within our FullCircl brand, which was established in 2021 through the merger of Artesian Solutions and DueDil. FullCircl subsequently acquired W2 Global Data Solutions to further enhance its capabilities.
FullCircl connects the insight you need when it matters most. We partner with more than 500 of the UKs leading banks, insurers and FinTech to deliver market leading insight on their business customers. Clients use our product to solve three mission critical business challenges, namely how to: identify & acquire, verify & onboard and retain & grow customers. 
We realise at FullCircl that it takes a dedicated team of brilliant people to continually innovate, push boundaries and exceed expectations. We pride ourselves in bringing together a diverse group of individuals with the skills, energy and shared passion to help us do amazing things.


 

Client Value Associate Key ResponsibilitiesYou will support our Customer Success and Pre-Sales Teams on renewal proposals and PoV Evaluations; specifically, your week will include:

  • Scheduling and conducting 15-30minute feedback calls with end users
  • Collecting and recording evidence on how the platform is being used to demonstrate ROI
  • Creating PowerPoint slides with success stories from your calls
  • Delivering user coaching to increase awareness and engagement – building advocates
  • Working closely with CSM’s to understand upcoming renewal timelines and scheduling in feedback calls to support the renewal proposal
  • Creating, sending and analysing user surveys (SurveyMonkey) to support PoV and renewals
  • Following up with Net Promoter Score responses from customers to drive increased satisfaction and higher NPS results in the future
  • Supporting the Pre-sales team with creating information packs for prospective clients
  • Managing ongoing ROI collection programmes for our larger clients
  • The above statements are a snapshot of the role and are not intended to be an exhaustive list of all duties and responsibilities required.

Our ideal Client Value Associate will have

  • Exceptional communication – articulate and who builds rapport quickly
  • Outstanding attention to detail with high standards for the work you deliver
  • Excellent organisation skills with the ability to manage your own workload
  • Good planning, presentation, time and project management skills
  • A professional attitude with openness to feedback and coaching
  • A thirst for learning and always looking for development opportunities
  • Familiarity with customer service, account management or sales environments
  • Confidence using video conferencing including Zoom and MS Teams
  • Experience with PowerPoint, Word and Excel is essential
  • Working knowledge of Salesforce.com, MS Dynamics or similar CRM would be an advantage
  • Understanding of our core sales Methodologies (MEDDIC & SPIN)
  • Fluent spoken and written English


 

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. 

Top Skills

Excel
Ms Dynamics
Ms Teams
PowerPoint
Salesforce
Surveymonkey
Word
Zoom
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The Company
HQ: Wilmington, NC
1,263 Employees
On-site Workplace
Year Founded: 2012

What We Do

Ncino is a cloud-based bank operating solution for the financial services industry.

nCino (NASDAQ: NCNO) is the worldwide leader in cloud banking. The nCino Bank Operating System® empowers financial institutions with scalable technology to help them achieve revenue growth, greater efficiency, cost savings and regulatory compliance. In a digital-first world, nCino's single digital platform enhances the employee and client experience to enable financial institutions to more effectively onboard new clients, make loans and manage the entire loan life cycle, and open deposit and other accounts across lines of business and channels. Transforming how financial institutions operate through innovation, reputation and speed, nCino works with more than 1,200 financial institutions globally, whose assets range in size from $30 million to more than $2 trillion.

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