Lead Functional Consultant

Posted 2 Days Ago
Be an Early Applicant
Melbourne, Victoria
149K-253K Annually
Senior level
Cloud • Fintech • Software
The Role
As a Lead Project Manager at nCino, you will guide the implementation of the nCino product for banking clients, manage complex projects, and ensure client needs are met through effective communication and risk evaluation. Your role includes training customers, overseeing project plans, and writing knowledge articles based on implementation experiences.
Summary Generated by Built In

nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking.


 

As a Functional Consultant you will be part of a high-performing professional services team focused on evaluating how the nCino product can best meet our Asia-Pacific clients’ needs and working with the Implementation Consultant to oversee the application of a seven-step implementation process with nCino bank and credit union customers.


 

 Responsibilities

  • Learn the Salesforce platform and nCino Bank Operating System Application
  • Become Salesforce.com certified with at least two different certifications within your first six months
  • Work in tandem with your nCino Implementation Consultant to evaluate the needs, processes, and policies of your client base, configure the nCino system in the most efficient way possible to meet those needs, and ultimately implement the system within the institution
  • Oversee all aspects of the software implementation project that typically lasts 10-16 weeks
  • Manage daily project load amongst three to four concurrent clients and answer all project related questions in a timely manner
  • Be able to correctly understand, organise and evaluate the risks and needs of the client to identify large issues, potential obstacles and risks
  • Write two customer facing nCino Knowledge articles per quarter from issues that have arisen and the solutions identified during the implementation process
  • Create and manage Project Plans and lead regular Project status meetings for each client
  • Demo and train customers on the use of the nCino software as part of the implementation process
  • Assist customers with user acceptance testing of the nCino Bank Operating System
  • Oversee customers when they go-live on the nCino software and manage the handoff to the nCino Support and Customer Success Team

Qualifications
Required:

  • Minimum of 8 years of previous financial industry experience; specifically, a commercial or SBA lending background and familiarity of banking language and processes and a bachelor’s degree or a combination of experience, education, & superior performance
  • Exceptional communication skills and an innovative problem solving personality
  • Proven ability to interact and communicate with customers in a professional, positive and constructive way; comfortable with public speaking and leading a meeting
  • Ability and motivation to learn quickly and independently
  • Strong organisational skills and ability to prioritize daily tasks, projects and workload to deliver according to the project schedule
  • Strong analytical mindset; being able to observe a client’s current process and analyze how the nCino product will benefit them
  • Strong leadership skills; previous managerial and project management experience preferred
  • Ability to present and explain project specific information to diverse types of audiences
  • Strong ability to define and document business and functional requirements, business process maps ("As-Is/To be") flows and diagrams
  • Familiar with APAC banking regulations and governance
  • Ability to travel 50-75% of the time
  • Ability to work outside of standard business hours as necessary

Desired:

  • Experience with CRM systems such as Salesforce.com or systems built on relational databases a big plus


 

If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino.


 

The pay range for this role is based on relative market data and alignment with our compensation philosophy. The range displayed reflects the minimum and maximum of the pay range for each job posting, which is used to determine new hire rates/salaries and takes into consideration multiple factors including but not limited to knowledge, skills, abilities, proficiencies, experience, education, licensures/certifications, as well as business and organizational needs. nCino reserves the right to modify the posted range consistent with our internal practices and external market movement. The recruiter for this job posting can share more compensation details during the recruitment process, as base salary is only one component of the total compensation package per position posted.

The base salary range for this job is:

$148,900.00 - $253,100.00

nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at [email protected]

Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success.  We strive to create workplaces where employees are empowered to bring their authentic selves to work. 

Top Skills

Salesforce
The Company
HQ: Wilmington, NC
1,263 Employees
On-site Workplace
Year Founded: 2012

What We Do

Ncino is a cloud-based bank operating solution for the financial services industry.

nCino (NASDAQ: NCNO) is the worldwide leader in cloud banking. The nCino Bank Operating System® empowers financial institutions with scalable technology to help them achieve revenue growth, greater efficiency, cost savings and regulatory compliance. In a digital-first world, nCino's single digital platform enhances the employee and client experience to enable financial institutions to more effectively onboard new clients, make loans and manage the entire loan life cycle, and open deposit and other accounts across lines of business and channels. Transforming how financial institutions operate through innovation, reputation and speed, nCino works with more than 1,200 financial institutions globally, whose assets range in size from $30 million to more than $2 trillion.

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