Ncino Consultant || Charlotte, NC or LA or NYC or NJ (Onsite)

Title: Ncino Consultant

Location: Charlotte, NC or LA or NYC or NJ (Onsite)

Job Description:

1. Deep nCino and Salesforce Expertise

• Deep hands-on experience with configuration, development, and integration.
• Proven experience architecting and optimizing nCino on Salesforce.
• Strong grasp of both declarative and programmatic capabilities (Apex, Lightning, APIs).
• In-depth knowledge of nCino data models, workflows, automation, and integration points.
• Hands-on with Apex, Visualforce, LWC, SOQL, and tools like MuleSoft or Informatica.

2. Financial Services and Banking Domain Knowledge

• Strong understanding of financial services workflows and regulatory requirements.
• Background in commercial banking, loan origination, treasury management, etc.
• Ability to translate banking requirements into scalable, compliant nCino solutions.

3. Solution Architecture and Strategic Planning

• Ability to design, plan, and optimize scalable, secure, and compliant solutions.
• Leads architectural vision and ensures alignment with business goals.
• Designs end-to-end solutions and manages complex customizations and integrations.
• Skilled in fit/gap analysis, LOE estimation, and identifying downstream risks.
• Proficient in creating architecture diagrams, data flow visuals, and system interaction maps to communicate solution design effectively.

4. Integration and Data Management

• Proven experience with APIs, middleware, data modeling, system integrations, and integration security.
• Expertise in integrating nCino with external systems via APIs, middleware, or ETL.
• Strong data modeling, querying (SQL, SOQL), and conversion experience.
• Familiar with versioning, deployment, and release management practices.

5. Development Leadership

• Acts as a hands-on development lead, guiding implementation teams on best practices.
• Conducts code reviews, enforces coding standards, and ensures technical quality.
• Mentors developers and supports technical troubleshooting and performance tuning.
• Balances architecture responsibilities with sprint-level execution and delivery oversight.

6. Leadership, Collaboration, and Communication

• Cross-team collaboration, senior leadership/customer-facing skills, and effective communication.
• Leads cross-functional teams and collaborates with stakeholders across disciplines.
• Communicates technical concepts clearly to both technical and non-technical audiences.
• Builds trusted client relationships and provides training/support to end-users.
• Able to present architecture diagrams and solution options to executive stakeholders with clarity and confidence.

7. Certifications

• Relevant nCino and Salesforce certifications; commitment to continuous learning.
• Preferred: nCino Admin/Advanced Config, Salesforce Admin, Platform Dev, Application/System Architect.

8. Additional Qualities

• Analytical, self-driven, organized, and familiar with Agile/DevOps practices.
• Creative problem-solver with strong organizational skills.
• Able to manage multiple priorities in a fast-paced environment.
• Familiar with Agile/Scrum and DevOps (CI/CD, version control).

Thanks & Regards.