nCino
finance
SeniorFunctionalConsultant
“Senior Functional Consultant at nCino. Skills: Client liaison, Solution design, Functional specifications, Banking industry knowledge, nCino product expertise, Client relationship management, Project status reporting, Agile implementation, SI partner guidance, End-user training and support, AI tool utilization. Serve as the primary liaison between clients and the technical team. Translate business requirements into solution designs and detailed functional specifications”
What You'll Achieve.
Drive measurable business value within the scope of the project; Help clients stay ahead of the curve; Enhancing the value and impact of nCino implementations; Meet their specific needs and objectives, ensuring optimal utilization and satisfaction; Encourage widespread adoption; Facilitate informed decision-making; Maximizing customer engagement; Deliverables are met on time and within budget; Drive successful project delivery and continuous improvement; Ensure alignment with project goals; Support informed decision-making; Ensure SI partners deliver high-quality solutions that meet nCino standards; Ensure they are equipped to effectively utilize the software solution; Enhance work efficiency and optimize business operations; Improve accuracy, save time, and minimize errors; Elevate customer experience, and boost team productivity; Ensure its application provides measurable value
Industry & Context.
Proven ability to manage complex tasks with precision, leveraging organizational, time management, and problem-solving skills; Identify innovative and efficient solutions to complex problems
Position may require travel
What They're Looking For.
Must Have
5+ years of professional experience in banking or a related field, Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), Proven ability to manage complex tasks with precision, leveraging organizational, time management, and problem-solving skills, Communicates effectively across all levels, translating complex information into clear, audience-appropriate messaging, Successfully leads projects with minimal oversight, demonstrating initiative while appropriately escalating issues when needed, Builds credibility and influence through transparent communication, collaborative engagement, and consistent follow-through, Actively supports organizational change by identifying opportunities for improvement and constructively challenging existing processes
Nice to Have
Salesforce experience, Previous project management experience, Background in multiple lines of business in banking, Familiarity with agile software delivery practices and concepts
What You'll Do.
Serve as the primary liaison between clients and the technical team
Translate business requirements into solution designs and detailed functional specifications
Escalate program-related issues and concerns promptly and professionally
Utilize knowledge of the banking industry and nCino best practices to offer strategic consulting
Provide insight on industry trends and regulatory requirements
Identify innovative and efficient solutions to complex problems
Conduct benchmarking and analysis to recommend best practices and improvements
Demonstrate expertise in the nCino product
Guide customers in leveraging the product's capabilities
Conduct in-depth product demonstrations and training sessions
Provide ongoing support and troubleshooting
Advocate internally for product gap resolutions on behalf of customers
Drive the vision and adoption of nCino across financial institutions
Foster relationships with key stakeholders
Champion the benefits and features of nCino
Provide comprehensive project status updates and risk assessments
Prepare detailed reports and presentations
Ensure transparent and consistent communication
Utilize project management tools and methodologies
Deploy change management principles
Apply a thorough understanding of agile principles and nCino project methodology
Lead the implementation of efficient and effective processes
Serve as the primary contact and advisor for SI partners
Address customization requests by conducting and presenting tradeoff analyses
Ensure that SI partners deliver high-quality solutions
Conduct regular status meetings with the project team
Maintain a detailed project schedule
and guidance to end-users
Conduct workshops and create comprehensive documentation
Leverage AI tools and techniques to enhance work efficiency
Utilize AI-driven insights to refine decision-making
Stay informed on AI advancements
How You'll Work.
Team & Collaboration
Serve as the primary liaison between clients and the technical team; Foster relationships with key stakeholders at all levels; Ensure transparent and consistent communication across all project stakeholders, fostering a collaborative environment; Serve as the primary contact and advisor for SI partners delivering nCino solutions; Conduct regular status meetings with the project team
Communication Scope
Communicates effectively across all levels, translating complex information into clear, audience-appropriate messaging; Builds credibility and influence through transparent communication; Ensure transparent and consistent communication across all project stakeholders
Process & Methodology
Manage complex tasks with precision, Successfully leads projects with minimal oversight, Utilize project management tools and methodologies to track progress and manage resources effectively, Deploy change management principles, Ensure all project activities are aligned with strategic objectives, Ensure deliverables are met on time and within budget, Apply a thorough understanding of agile principles and nCino project methodology, Lead the implementation of efficient and effective processes, Maintain a detailed project schedule
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