Ref: a0M1i000000mq9UEAQ

Salesforce/nCino Consultant/BA

USA, Illinois

  • 115000 to 125000 USD
  • Consultants Role
  • Skills: Salesforce, Design, implement, configure, gathering requirements
  • Level: Mid-level

Job description

Salesforce/nCino Consultant/BA



Client Delivery
Serve as an nCino Senior Business Analyst responsible for design and configuration of the nCino LOS solution.
Help facilitate nCino LOS requirement gathering workshops and elicit client business requirements for the end to end commercial lending workflow and document findings
Lead nCino LOS functional design sessions from the identified user stories/requirements and provide input for solution design alternatives and document findings
Perform gap analysis between standard nCino functionality and client's requirements and provide design alternatives for evaluation and document findings
Perform nCino LOS configuration per the defined requirements and solution design
Facilitate unit, system and end-user testing
Collaborate with development teams to help drive the design, build and testing nCino LOS custom features.
Mentor and provide subject matter guidance to teams of Consultants

People and Practice Development
Identify strengths and issues; drive and develop better behavior to create strong consultants
Participate actively in the recruiting process for other consultants
Drive the development and enhancement of WMP's methodologies and approaches to client delivery and provide thought leadership for internal practice development
Coach other consultants and participate actively in the performance expectation process

Business Development
Participate in business development with prospective clients including solution definition, pre-sales, estimating, and project planning
Present solutions and proposals to clients and prospects
Understand business needs and requirements and help turn those goals into tangible deliverables including projects and detailed proposals, requirements specifications, design deliverables, status reports and project plans
Actively build a professional network and affiliate network in the local community

Other Responsibilities
Willingness to serve as a business analyst on projects specific to the implementation of the nCino Deposit Account Opening and nCino Treasury Management platforms
Assist clients in improving their Loan Origination, Deposit Account Opening, and Treasury Management Functions
Participate in and/or lead efforts to develop and execute testing, training and documentation
Act as a user advocate to ensure overall system usability and adoption

3+ years of experience working for a consulting firm or a professional services division of a software company in a business analyst/consulting manager role preferred
Experienced candidates must have at least 1-3 years of hands-on configuration experience working on the nCino platform
Deep understanding of the Salesforce platform
Proficient at leading requirements and design sessions for client stakeholders across the commercial loan origination lifecycle
Excellent organizational, verbal, presentation/facilitation and written communication skills
Ability to work well with people including project stakeholders and project team members
Proactive desire to continue to broaden and deepen business and consulting skills
Ability to work both independently and within a team environment backed up by strong communication skills
Proficient at managing status, timeline, and risks at the program or workstream level
Deep understanding of the Salesforce platform