Senior Customer Onboarding Implementation Officer

Job Summary

Independently sets up and installs technical systems, applications, or process designs for client’s purchased or outsourced technology and business process solutions. Senior member within team supporting clients with managing initial access, map and transfer data, create process documentation, and train or coordinate training for client users. Troubleshoot client issues as they arise.

Responsibilities

• Demonstrates advanced understanding of Salesforce declarative automation and data integrity tools used to configure and extend nCino

• Articulates a proposed solution for or against customization

• Configures product features and in the context of the end-user and relative level of effort (LOE)

• Understands and articulates challenges inherent in environment strategy and promotion

• Recommends optimal extensions around or to the nCino data model to the team

• Demonstrates adept troubleshooting ability using a combination of configuration review, debug logs, and Chrome tools

• Proposes solutions using Salesforce and nCino UX, and Security mechanisms to achieve requirements

• Conducts nCino feature quality control and testing

• Proficiently uses complimentary Salesforce tools

• Exhibits competent understanding of common integrations

• Displays understanding and use of DevOps

• Promote cross-team collaboration focused on delivering product configuration for the end-user

• Encourages continuous learning and is able to 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 Solution, Information, Technical, Application Architecture based solutions

• Knowledge/Experience of various data encryption methods

• Passion to deliver the high quality solution to banking customers with an all-in commitment to what we do

Desired:

• Experience with AutoRabit, Copado, SFX

• Experience with Smartsheet, Jira

• Experience with the Loan Origination/Servicing Systems, Enterprise Architecture framework

• Position may require some travel