Principal Functional Consultant

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

As a Project Manager you will be part of a high-performing professional services team focused on evaluating how the nCino product can best meet our clients’ needs and working with the Implementation Consultant to oversee the application of a seven-step implementation process with nCino bank and credit union customers.

Responsibilities

Learn the Salesforce platform and nCino Bank Operating System Application

Become certified with at least two different certifications within 6 months of your hire date

Work in tandem with your nCino Implementation Consultant to evaluate the needs, processes, and policies of your client base, configure the nCino system in the most efficient way possible to meet those needs, and ultimately implement the system within the institution

Oversee all aspects of the software implementation project that typically lasts 10-16 weeks

Manage daily project load amongst three to six concurrent clients and answer all project related questions in a timely manner

Be able to correctly understand, organize and evaluate the risks and needs of the client to identify large issues, potential obstacles and risks

Write two customer facing nCino Knowledge articles per quarter from issues that have arisen and the solutions identified during the implementation process

Create and manage Project Plans and lead regular Project status meetings for each client

Demo and train customers on the use of the nCino software as part of the implementation process

Assist customers with user acceptance testing of the nCino Bank Operating System

Oversee customers when they go-live on the nCino software and manage the handoff to the nCino Support and Customer Success Team

Qualifications

Previous financial industry experience required; specifically, a commercial or SBA lending background and familiarity of banking language and processes

Bachelor’s degree or equivalent experience preferred

6 years of experience or combination of education, experience, and superior performance

Exceptional communication skills and an innovative problem solving personality

Proven ability to interact and communicate with customers in a professional, positive and constructive way; comfortable with public speaking and leading a meeting

Ability and motivation to learn quickly and independently

Strong organizational skills and ability to prioritize daily tasks, projects and workload to deliver according to the project schedule

Strong analytical mindset; being able to observe a client’s current process and analyze how the nCino product will benefit them

Strong leadership skills; previous managerial and project management experience preferred

Ability to present and explain project specific information to diverse types of audiences

Strong ability to define and document business and functional requirements, business process maps ("As-Is / To be") flows and diagrams

Experience with CRM systems such as or systems built on relational databases a big plus

Other

Position requires 35-50% travel