nCino Salesforce Admin

Our Client, an IT Services and Consultant company, is looking for a nCino Salesforce Admin for their Phoenix, AZ/Charlotte, NC/Hybrid location.

Responsibilities:

• Administer and support Salesforce and nCino applications, ensuring platform availability, performance, and user adoption.
• Configure and maintain custom objects, fields, page layouts, record types, validation rules, approval processes, and security settings.
• Implement business requirements using declarative tools including Flows, Dynamic Forms, Permission Sets, and Lightning App Builder.
• Configure nCino modules such as Loan Origination, Commercial Lending, Customer Engagement, Portfolio Management, Product Catalog, Covenants, and Collateral Management.
• Manage user provisioning, role hierarchy, profiles, sharing rules, and field-level security.
• Create and maintain reports, dashboards, and analytics to support business decision-making.
• Troubleshoot production issues and coordinate with development teams for resolution.
• Support data quality initiatives, data loads, and migration activities.
• Participate in release management, testing, deployment validation, and environment management activities.
• Document system configurations, business processes, and support procedures.
• Collaborate with business stakeholders to identify process improvements and platform optimization opportunities.
• Ensure adherence to Salesforce and nCino governance, security, and compliance standards.

Requirements:

• 5+ years of Salesforce Administration experience.
• 2+ years of hands-on experience with the nCino Bank Operating System.
• Strong knowledge of Salesforce Sales Cloud, Service Cloud, Security Model, and Lightning Experience.
• Experience with Salesforce Flows, Approval Processes, Validation Rules, Reports, and Dashboards.
• Experience configuring nCino UI Groups, Routes, Screens, Product Packages, and Lending Workflows.
• Understanding of Commercial Lending, Loan Origination, Credit Lifecycle, Deposits, and Banking Operations.
• Experience supporting Agile/Scrum delivery methodologies.
• Strong analytical, troubleshooting, communication, and stakeholder management skills.
• Experience working with banking or financial services organizations is highly preferred.
• Preferred Qualifications:
• Salesforce Administrator Certification.
• Salesforce Advanced Administrator Certification.
• Salesforce Platform App Builder Certification.
• nCino 201 Certification.
• nCino 301 Certification.
• Experience with Financial Services Cloud (FSC).
• Experience with Copado, AutoRABIT, GitHub, or other Salesforce DevOps tools.
• Knowledge of REST/SOAP integrations and enterprise integration patterns.
• Nice to Have:
• Experience with Commercial Banking, Business Banking, or Credit Underwriting processes.
• Exposure to Agentforce, Salesforce AI, Einstein, or Copilot capabilities.
• Data migration and release management experience.
• Knowledge of Salesforce DevOps and CI/CD practices.
• Years of Experience: 6+ Years of Experience

Why Should You Apply?

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities