Description
We're transforming financial services through bold innovation and relentless execution. You bring the ideas and drive. We'll build what's next , together.
As a Senior Customer Onboarding Implementation Officer, you will independently set up and install technical systems, applications, or process designs for client's purchased or outsourced technology and business process solutions. You will be a senior member within the team supporting clients with managing initial access, mapping and transferring data, creating process documentation, and training or coordinating training for client users. You will also troubleshoot client issues as they arise.
Responsibilities:
- Demonstrate advanced understanding of Salesforce declarative automation and data integrity tools used to configure and extend nCino
- Articulate a proposed solution for or against customization
- Configure product features in the context of the end-user and relative level of effort (LOE)
- Understand and articulate challenges inherent in environment strategy and promotion
- Recommend optimal extensions around or to the nCino data model to the team
- Demonstrate adept troubleshooting ability using a combination of configuration review, debug logs, and Chrome tools
- Propose solutions using Salesforce and nCino UX, and Security mechanisms to achieve requirements
- Conduct nCino feature quality control and testing
- Proficiently use complementary Salesforce tools
- Exhibit competent understanding of common integrations
- Display understanding and use of DevOps
- Promote cross-team collaboration focused on delivering product configuration for the end-user
- Encourage continuous learning and define a personalized continuous learning path that assists with career growth
- 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 minimum of 5 years of related experience/proficiency with a Bachelor's degree; or 3 years and a Master's/Advanced degree; or equivalent work experience (as applicable)
- 4+ years Salesforce.com architecture experience
- Salesforce App Builder and Salesforce Administrator Certifications
- Experience with the analysis, definition, and implementation of Solution, Information, Technical, Application Architecture-based solutions
- Knowledge/Experience of various data encryption methods
- Passion to deliver high-quality solutions to banking customers with an all-in commitment to what we do
Desired:
- Experience with AutoRabit, Copado, SFX
- Experience with Smartsheet, Jira
- Experience with Loan Origination/Servicing Systems, Enterprise Architecture framework
- Position may require some travel
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