Salesforce Administrator (On-site)

Job Description

Job Description

Position Overview :

The Salesforce Administrator is responsible for managing nCino as it’s built on the Salesforce platform. This includes configuration, maintenance, and optimizing the nCino Bank Operating System, ensuring it’s tailored to meet the organization’s banking and financial services needs. This role involves supporting end-users, managing system updates, troubleshooting issues, and collaborating with stakeholders to enhance business processes within the nCino platform.

Job description requirements :

• System configuration and customization : Configure and customize the nCIno platform, including loan lifecycle management, workflow automation, Salesforce features such as objects, fields, page layouts, and, validation rules, document management, ensuring alignment with business objectives and regulatory requirements.
• User Support and Training : Provide day-to-day support to nCino users, troubleshoot issues, and resolve technical problems. Conduct end user training sessions and create documentation to ensure proper usage.
• Data Management : Manage the integration of data into and out of nCino including data imports, exports, and regular data maintenance tasks (e.g. deduplication, updating records), oversee data integrity, quality and consistency.
• Security and Access Control : Manage user permissions, profiles, roles, and security settings to ensure that data privacy and access controls are maintained.
• Automation : Design and implement automated workflows, approvals, and tasks using nCino’s built-in tools, ensuring streamlined operations across departments like lending, risk, and compliance.
• Reporting and Dashboards : Develop and maintain custom reports, dashboards, and analytics within the nCino platform to provide insights into loan performance, operational efficiency, and compliance.
• Compliance & Security : Ensure that nCino configurations align with legal, regulatory, and security requirements. Manage user roles, permissions, and data security protocols to protect sensitive financial data.
• Integration and System Updates : Monitor, test, and implement nCino & Salesforce system updates, patches, and new features, ensuring smooth transitions and minimal disruptions to business operations.
• Collaboration : Collaborate with IT, business teams, and vendors to integrate nCino with other enterprise systems (e.g. core banking system) and resolve any technical issues relates to integrations.
• Continuous Improvement : Stay informed of new features and functionality with Salesforce and nCino and the broader financial services technology landscape. Recommend and implement improvements to enhance platform performance, user experience, and operational efficiency.

Work Location : In person

Skills and Knowledge :

Possible Minimum Qualifications :