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nCino · 1 day ago

Senior Functional Consultant

Wilmington, NC

Full-time

Hybrid

Mid, Senior Level

$82K/yr - $139K/yr

5+ years exp

nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking. The Senior Functional Consultant will serve as the primary liaison between clients and the technical team, translating business requirements into effective solutions and ensuring customer satisfaction.

BankingFinanceFinTechSaaSSoftware

Responsibilities

Serve as the primary liaison between clients and the technical team, translating business requirements into solution designs and detailed functional specifications to drive measurable business value within the scope of the project. Escalate program-related issues and concerns promptly and professionally to maintain project momentum and ensure customer satisfaction

Utilize knowledge of the banking industry and nCino best practices to offer strategic consulting to customers. Provide insight on industry trends and regulatory requirements to help clients stay ahead of the curve

Identify innovative and efficient solutions to complex problems, enhancing the value and impact of nCino implementations. Conduct benchmarking and analysis to recommend best practices and improvements

Demonstrate expertise in the nCino product, including its technical functionality and high-level data model. Guide customers in leveraging the product's capabilities to meet their specific needs and objectives, ensuring optimal utilization and satisfaction. Conduct in-depth product demonstrations and training sessions to showcase nCino's features. Provide ongoing support and troubleshooting to address any issues that arise and advocating internally for product gap resolutions on behalf of customers

Drive the vision and adoption of nCino across financial institutions (FIs) by fostering relationships with key stakeholders at all levels, from executives to individual contributors. Champion the benefits and features of nCino to encourage widespread adoption

Provide comprehensive project status updates and risk assessments to peers and senior management. Prepare detailed reports and presentations that highlight project progress, potential risks, and mitigation strategies

Deliver clear, actionable insights that facilitate informed decision-making. Ensure transparent and consistent communication across all project stakeholders, fostering a collaborative environment

Utilize project management tools and methodologies to track progress and manage resources effectively. Deploy change management principles to support customers’ adoption and seamless transition to nCino products. Ensure all project activities are aligned with strategic objectives, maximizing customer engagement and deliverables are met on time and within budget

Apply a thorough understanding of agile principles and nCino project methodology to ensure adherence to best practices. Lead the implementation of efficient and effective processes that drive successful project delivery and continuous improvement

Serve as the primary contact and advisor for SI partners delivering nCino solutions, providing guidance and ensuring alignment with project goals. Address customization requests by conducting and presenting tradeoff analyses to customers, supporting informed decision-making. Ensure that SI partners deliver high-quality solutions that meet nCino standards

Conduct regular status meetings with the project team to review progress, prioritize tasks, and address any issues. Maintain a detailed project schedule and ensure all team members are aware of their responsibilities and deadlines

Provide training, support, and guidance to end-users, ensuring they are equipped to effectively utilize the software solution. Conduct workshops and create comprehensive documentation to facilitate user adoption and proficiency. Offer ongoing support to address any issues and ensure continuous improvement. Utilize training materials and user guides to help end-users navigate the software effectively

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

Qualification

NCino product expertiseBanking industry knowledgeProject managementSalesforce experienceAgile practicesMicrosoft Office SuiteCommunication skillsOrganizational skillsProblem-solving skillsTime management