
1001 - 5000 employees
Founded 2012
💸 Finance
💳 Fintech
☁️ SaaS
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.
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1001 - 5000 employees
Founded 2012
💸 Finance
💳 Fintech
☁️ SaaS
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.
• Work in tandem with Direct Sales, Product, and Professional Services to develop customized environments addressing prospect scenarios during the sales process • Lead or contribute to prospect-specific inquiries and scoping projects involving implementation, nCino support models, technical configuration, security, and data integration • Analyze technical requirements during the sales cycle • Demonstrate Salesforce.com security features, custom objects, fields, page layouts, workflows, approval processes, dashboards, and reports in nCino environments • Load or export data using Apex Data Loader and other tools • Lead internal training webinars on release functionality and demonstration-environment configuration and behavior • Maintain training materials for new hires • Collaborate with Pre-sales team members to understand prospects' technical requirements and needs • Obtain and maintain at least two Salesforce certifications
• 6 years of full-time Salesforce Administration or Implementation experience • Bachelor’s Degree • Very strong hands-on Salesforce.com/nCino administration and/or implementation skills • Proficiency in SFDC administrative tasks, including Profiles, Roles, Users, Page Layouts, Email Services, Approvals, Workflows, Reports, Dashboards, Tasks, and Events • Experience designing Custom Formula Fields, Field Dependencies, Validation Rules, Workflows, and Approval Processes • Highly professional with strong communication skills, especially for complex credit-related challenges in financial services • Experience maintaining and administering SF TSO/TMO environments • Ability to travel up to 40% • Desired: Knowledge of Apex, Visualforce, JavaScript/Knockout development • Desired: Knowledge of SAS security standards for financial services • Desired: Data management skills, including advanced Excel and SOQL • Desired: Salesforce.com certification • Desired: Degree in Computer Science or MIS • Strong research, analytical, and creative problem-solving skills
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