Lead Functional Consultant

November 15

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nCino, Inc.

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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

📋 Description

• Serve as the primary liaison between clients and the technical team, translating complex business requirements into innovative solution designs and detailed functional specifications on large scale or complex programs. • Leverage extensive knowledge of the banking industry and nCino best practices to provide strategic consulting to customers. • Provide insight on industry trends and regulatory requirements, positioning clients to stay ahead of the curve. • Expert in navigating organizational politics, simplifying complex issues, and tailoring messages to influence stakeholders at all levels. • Deliver comprehensive project status updates and risk assessments to peers and senior management. • Prepare detailed reports and presentations highlighting project progress, potential risks, and mitigation strategies. • Manage project financials by forecasting hours, monitoring burn rates, and overseeing revenue vs. deliverables. • Utilize existing project management tools and methodologies to track progress and manage resources effectively or create new tools and methodology when needed.

🎯 Requirements

• Undergraduate degree in a relevant field (e.g., Business, Management, Information Technology) or equivalent experience. • 12+ years of professional experience in banking or a related field. • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). • Proven ability to manage complex tasks with precision, leveraging strong organizational, time management, and problem-solving skills. • Communicates effectively across all levels, translating complex information into clear, audience-appropriate messaging. • Successfully leads projects with minimal oversight, demonstrating initiative while appropriately escalating issues when needed. • Builds credibility and influence through transparent communication, collaborative engagement, and consistent follow-through. • Actively supports organizational change by identifying opportunities for improvement and constructively challenging existing processes. • Salesforce experience (desired). • Previous project management experience (desired). • Background in multiple lines of business in banking (desired). • Familiarity with agile software delivery practices and concepts (desired).

🏖️ Benefits

• 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. • nCino is committed to the full inclusion of all qualified individuals. • nCino will ensure that persons with disabilities are provided reasonable accommodations. • 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.