Hi ,
Greetings!
My name is Prathyusha, Technical Recruiter in Skywalk Global.
If you are interested in this position, please share your resume on [email protected]
Title: Salesforce Admin with nCino Exp
Location: Saint Paul, Minnesota
Duration: 12 Months
Direct Client
Responsibilities:
- Perform basic administration of [your bank’s name]’s Salesforce instance and security settings using the standard aspects of the Salesforce Setup menu.
- Manage the loan lifecycle and CRM applications implemented on the Salesforce platform.
- Identify and diagnose end user problems in a manner that exemplifies [your bank’s name]’s high standards of customer service.
- Develop and maintain custom reports, dashboards, and processes to continuously improve data quality, process integrity and productivity.
- Assist with the institution’s data maintenance including auditing and diagnosing data integrity issues and completing bulk imports of data.
- Define, communicate, and manage a change management (release) process to develop and implement new vendor application extensions or updates to existing applications.
- Perform intermittent application testing of new nCino releases and internal organizational changes.
- Perform updates to basic nCino configuration to include nominal application configuration such as creating validation rules, workflow rules, and approval processes for form generation templates and credit memo templates.
- Understand, create, and manage various Salesforce and nCino syntax.
- Create, update, and manage nCino Support Cases. This includes researching documentation available in nCino’s Community platform, clearly defining the issue, and actively working with nCino’s Support Services team to resolve the case.
- Perform batch reassignment of accounts and opportunities based on organizational changes.
- Monitor user adoption rates and respond as needed.
- Develop training plans, materials, and documentation for application users, keep materials up to date, and coordinate ongoing training sessions for new users.
- Deliver training and communication to business users, including collaborating with management to identify new and creative opportunities to leverage the applications to support additional business processes or functions.
- Recommend best practices based on interactions with the user community.
Qualifications
Required:
- Bachelor’s degree in a business or technology field or equivalent work experience.
- 1-3 years of experience in an enterprise IT role or technical related role.
- Moderate to advanced knowledge of workflow applications, including Salesforce.
- Proficiency in data manipulation and using data-related applications.
- Exceptional interpersonal skills that involve collaborating with internal and external contacts regarding complex policies, procedures, or programs.
- Ability to use independent judgment, investigation, concept development, information interpretation, and collaboration with other departments.
- Strong overall technical background.
- Advanced project management skills.
Required Certifications:
- Salesforce Administrator Certification
- nCino Administrator Certification
Certification Notes:
- Salesforce Administrator Certification: Must be obtained within 12 months in role or 6 months from completion of training program & timeline approved by the bank.
- nCino Administrator Certification: Must be obtained within 12 months in role.
Prathyusha Moka
US IT Recruiter
(515) 974-6600
www.skywalkglobal.net
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