Description

Key Responsibilities

Requirements Gathering & Analysis

• Collaborate with business units to understand workflows, challenges, and strategic objectives.
• Lead discovery sessions, interviews, workshops, and process mapping exercises.
• Document functional and technical requirements, user stories, acceptance criteria, and process flows.
• Analyze existing business processes and recommend improvements leveraging Salesforce and nCino capabilities.

Salesforce & nCino Solution Support

• Translate requirements into well‑defined solution designs using Salesforce and nCino best practices.
• Partner with Salesforce administrators, developers, and nCino configuration teams to build and refine system functionality.
• Configure Salesforce and nCino components when appropriate (page layouts, fields, validation rules, workflow rules, etc.).
• Support integration efforts across core banking systems and third‑party applications.

Testing & Quality Assurance

• Develop test plans, test cases, and testing scenarios for enhancements and new features.
• Participate in UAT facilitation, defect tracking, and validation for Salesforce and nCino releases.
• Ensure deliverables meet business requirements and comply with regulatory or audit expectations.

Project & Stakeholder Management

• Act as a liaison between technology, operations, product teams, and external vendors.
• Provide project updates, status tracking, and risk identification to project managers or leadership.
• Support change management activities, training sessions, and rollout communications.

Data, Reporting & Compliance

• Assist with data quality initiatives, including cleansing, migration, mapping, and validation.
• Support reporting needs using Salesforce reports, dashboards, and data models.
• Ensure solutions align with compliance, security, risk, and governance standards.

Required Qualifications

• 5–7+ years of business analysis experience, preferably in financial services or fintech.
• Hands-on experience working with Salesforce CRM (Service Cloud, Sales Cloud, or Financial Services Cloud).
• Strong working knowledge of nCino—especially modules such as Commercial Loan Origination or Portfolio Management.
• Ability to create user stories, process flows, and functional requirements using tools like Visio, Lucidchart, or Miro.
• Familiarity with Agile/Scrum methodologies.
• Excellent communication, problem‑solving, and stakeholder engagement skills.

Preferred Qualifications

• Salesforce certifications (e.g., Admin, Business Analyst, Platform App Builder).
• nCino certifications or implementation experience with a certified partner.
• Background in banking processes (credit underwriting, loan origination, onboarding, KYC, operations).
• Experience with data tools (SOQL, Salesforce Data Loader, SQL, ETL platforms).
• Understanding of APIs, system integrations, and middleware platforms.

Soft Skills

• Strong analytical thinking and attention to detail.
• Ability to adapt to a fast‑paced environment with changing priorities.
• Proven ability to build strong working relationships across technical and non‑technical teams.
• Proactive mindset with a focus on delivering business value

Key Skills

Education

Bachelor's degree