• Location: USA, Pennsylvania, Philadelphia
  • Date Posted: 24th Jun, 2019
  • Reference: 062419sfad

Salesforce Administrator - nCino experience preferred

I am looking for a Salesforce Administrator with experience working with nCino. A financial services client of mine recently implemented nCino and is looking for an Administrator to come and assist in the growth of their team.

This will be a 6 month contract out of the Greater Philadelphia Area with some remote flexibility as the project progresses.

  • Scope the current Salesforce.com instance and determine any changes needed to be made
  • Implement nCino onto the existing Salesforce.com instance
  • Data migration and hygiene involving the implementation-documents, etc.
  • Configure custom objects, fields, layouts, etc to customize functionalities for specific needs
  • Identify and target problem areas in implementation as well as overall instance and work with management to determine and implement best practices and business procedures
  • Be responsible for training management and end users in Salesforce and nCino best practices and usage

  • 4+ years of Salesforce experience
  • Experience working in commercial lending required
  • nCino experience preferred ****
  • Experience creating workflows, reports & dashboards
  • Background of training users of both Salesforce & nCino

To learn more about the opportunity please contact Megan at (267) 233-6471 or email your resume to m.quirk@masonfrank.com.

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