Implementation Consultant

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.

Job Summary

Independently sets up and installs technical systems, applications, or process designs for client’s purchased or outsourced technology and business process solutions. Works within team to support clients with managing initial access, map, and transfer data, create process documentation, and train or coordinate training for client users.

Responsibilities

• Demonstrates basic understanding of advanced automation tools where it is used in product and how to change properties or troubleshoot

• Understands when and why specific programmatic solutions are leveraged for customization

• Adeptly use of declarative platform security tools, understanding of how these are used within, and to extend product functions

• Configures most product features independently

• Displays ability to marry workbook or analytical output to nCino configuration

• Understands nCino primary data model and how best to extend

• Possesses adept troubleshooting ability using deliberate configuration changes and smoke testing

• Adeptly uses Salesforce Platform automation and data integrity tools for product expansion

• Exhibits adept use of nCino user experience (UX) implementation tools and mechanism and understands how the tools compliment Salesforce application security

• Conducts nCino feature quality control and testing

• Uses complimentary tools as introduced by nCino

• Demonstrates high level understanding of common integrations

• Leverage AI tools and techniques to enhance work efficiency and optimize business operations by automating routine tasks to improve accuracy, save time, and minimize errors.

• Utilize AI-driven insights to refine decision-making, elevate customer experience, and boost team productivity while ensuring its application provides measurable value, driving innovation and smarter ways of working.

• Stay informed on AI advancements to drive continuous learning and scalable growth opportunities.

Qualifications

Required:

• Typically requires a Bachelor’s degree and a minimum of 2 years of related experience/ proficiency; or an advanced degree without experience; or equivalent work experience.

• 2+ years Salesforce.com architecture experience

• Salesforce App Builder and Salesforce Administrator Certifications

• Experience with the analysis, definition and implementation Solution, Information, Technical, Application Architecture based solutions

• Knowledge/Experience of various data encryption methods

• Passion to deliver the high quality solution to banking customers with an all-in commitment to what we do

Desired:

• Experience with AutoRabit, Copado, SFX

• Experience with Smartsheet, Jira

• Position may require some travel