
Finance • Fintech • SaaS
nCino, Inc. is a financial technology company that provides cloud-based solutions for financial institutions. Its platform is designed to digitize and reengineer business processes in the commercial banking, consumer banking, mortgage, and small business sectors. By integrating data and people on a single platform, nCino enhances decision-making, risk management, and customer satisfaction. Notably, its nIQ, a generative AI banking advisor, assists financial institutions in streamlining operations and improving efficiency. With a strong focus on customer success and comprehensive support, nCino aims to usher in a new era of digital banking experiences.
1001 - 5000 employees
Founded 2012
💸 Finance
💳 Fintech
☁️ SaaS
November 28

Finance • Fintech • SaaS
nCino, Inc. is a financial technology company that provides cloud-based solutions for financial institutions. Its platform is designed to digitize and reengineer business processes in the commercial banking, consumer banking, mortgage, and small business sectors. By integrating data and people on a single platform, nCino enhances decision-making, risk management, and customer satisfaction. Notably, its nIQ, a generative AI banking advisor, assists financial institutions in streamlining operations and improving efficiency. With a strong focus on customer success and comprehensive support, nCino aims to usher in a new era of digital banking experiences.
1001 - 5000 employees
Founded 2012
💸 Finance
💳 Fintech
☁️ SaaS
• Expert in technical systems, applications, or process designs for client’s purchased or outsourced technology and business process solutions • Point of contact for clients throughout project timeline and ensures adequate training for client users • Advises clients on complex issues as they arise • Dynamically solutions using Salesforce and nCino declarative and programmatic automation, data integrity, security, and UX tools • Assists in proactively avoiding potential downstream issues in design with thorough knowledge of nCino data model, intended functionality, automation points, and appropriate LOE estimations of out of the box (OotB)/custom in fit/gap • Controls quality of customizations with code reviews • Advises on the strategy and value of versioning, deployment, and release management with granular detail • Demonstrates detailed understanding of integrations and the ability to suggest remediations for defects • Provides multi-area subject matter expertise • Demonstrates the ability to remediate non-PDI technical issues • Promote cross-team collaboration focused on delivering product configuration for the end-user • 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
• Typically requires a minimum of 12 years of related experience/proficiency with a Bachelor’s degree; or 8 years and a Master’s/Advanced degree; or equivalent work experience • Salesforce Administrator certification, or the ability to obtain within 6 months of employment • Salesforce App Builder certification, or the ability to obtain within 12 months of employment • Salesforce Data, Sharing and Visibility, Development Lifecycle and Deployment, or Integration Architect certification(s), or the ability to obtain 2 within 24 months of employment • Declarative automation/tooling solutioning experience • Data management modeling, querying (SQL, SOQL, SOSL), conversion, and integration experience leveraging industry common middleware tools • Agile project methodology and/or Enterprise project life cycle(s) experience and associated tools • Experience with Salesforce Financial Services Cloud/Sales Cloud or core Salesforce CRM objects
• Equal employment opportunities • Compliance with non-discrimination laws • Reasonable accommodations for disabilities
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