Senior Functional Consultant

nCino • Wilmington, NC

1d • Onsite

About The Position

nCino is seeking a Senior Functional Consultant to join their team, focusing on implementing consumer lending and deposit account opening products for financial institutions nationwide. This role acts as a key liaison between clients and technical teams, translating business needs into effective solution designs. The consultant will leverage their banking expertise to guide clients through regulatory landscapes and ensure successful platform adoption from implementation to go-live. Ideal candidates possess significant banking or financial services experience, strong project management skills, and the ability to communicate complex information clearly. Familiarity with Salesforce, agile methodologies, and diverse banking lines of business are advantageous. This position is for individuals who excel at the intersection of banking knowledge and technology, aiming to help financial institutions transform their customer service operations.

Requirements

• Undergraduate degree in a relevant field (e.g., Business, Management, Information Technology) or equivalent experience.
• 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 strong 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 Haves

• Salesforce experience.
• Previous project management experience.
• Background in multiple lines of business in banking with expertise in consumer banking products.
• Familiarity with agile software delivery practices and concepts.

Responsibilities

• Serve as the primary liaison between clients and the technical team, translating business requirements into solution designs and detailed functional specifications to drive measurable business value within the scope of the project.
• Escalate program-related issues and concerns promptly and professionally to maintain project momentum and ensure customer satisfaction.
• Utilize knowledge of the banking industry and nCino best practices to offer strategic consulting to customers.
• Provide insight on industry trends and regulatory requirements to help clients stay ahead of the curve.
• Identify innovative and efficient solutions to complex problems, enhancing the value and impact of nCino implementations.
• Conduct benchmarking and analysis to recommend best practices and improvements.
• Demonstrate expertise in the nCino product, including its technical functionality and high-level data model.
• Guide customers in leveraging the product's capabilities to meet their specific needs and objectives, ensuring optimal utilization and satisfaction.
• Conduct in-depth product demonstrations and training sessions to showcase nCino's features.
• Provide ongoing support and troubleshooting to address any issues that arise and advocating internally for product gap resolutions on behalf of customers.
• Drive the vision and adoption of nCino across financial institutions (FIs) by fostering relationships with key stakeholders at all levels, from executives to individual contributors.
• Champion the benefits and features of nCino to encourage widespread adoption.
• Provide comprehensive project status updates and risk assessments to peers and senior management.
• Prepare detailed reports and presentations that highlight project progress, potential risks, and mitigation strategies.
• Deliver clear, actionable insights that facilitate informed decision-making.
• Ensure transparent and consistent communication across all project stakeholders, fostering a collaborative environment.
• Utilize project management tools and methodologies to track progress and manage resources effectively.
• Deploy change management principles to support customers’ adoption and seamless transition to nCino products.
• Ensure all project activities are aligned with strategic objectives, maximizing customer engagement and deliverables are met on time and within budget.
• Apply a thorough understanding of agile principles and nCino project methodology to ensure adherence to best practices.
• Lead the implementation of efficient and effective processes that drive successful project delivery and continuous improvement.
• Serve as the primary contact and advisor for SI partners delivering nCino solutions, providing guidance and ensuring alignment with project goals.
• Address customization requests by conducting and presenting tradeoff analyses to customers, supporting informed decision-making.
• Ensure that SI partners deliver high-quality solutions that meet nCino standards.
• Conduct regular status meetings with the project team to review progress, prioritize tasks, and address any issues.
• Maintain a detailed project schedule and ensure all team members are aware of their responsibilities and deadlines.
• Provide training, support, and guidance to end-users, ensuring they are equipped to effectively utilize the software solution.
• Conduct workshops and create comprehensive documentation to facilitate user adoption and proficiency.
• Offer ongoing support to address any issues and ensure continuous improvement.
• Utilize training materials and user guides to help end-users navigate the software effectively.
• Leverage AI tools and techniques to enhance work efficiency and optimize business operations by automating routine tasks to improve accuracy, save time, and minimize errors.
• Utilize AI-driven insights to refine decision-making, elevate customer experience, and boost team productivity while ensuring its application provides measurable value, driving innovation and smarter ways of working.
• Stay informed on AI advancements to drive continuous learning and scalable growth opportunities.

Benefits

• 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.
• Compliance with applicable state and local laws governing nondiscrimination in employment.
• Reasonable accommodations for persons with disabilities to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior