SalesForce nCino Consultant

Overview

This is a Direct Hire opportunity, onsite in Sacramento, CA. Candidates must be local to Sacramento to be considered. There are no referral fees for this role, and it is not subvendor friendly.

About the Role:

We are seeking an experienced Business Analyst / Consultant to support a leading bank that has implemented the full suite of nCino integrated with Salesforce. This role will focus on delivering enhancements, managing change, and ensuring optimal utilization of the platform. You will work closely with internal stakeholders and external vendors to translate business needs into technical solutions.

• Act as a liaison between business teams, technical teams, and vendors to ensure successful delivery of enhancements and system changes.
• Gather, analyze, and document business requirements for nCino and Salesforce-related projects.
• Collaborate with stakeholders to identify process improvements and system optimization opportunities.
• Support configuration, testing, and deployment of new features and enhancements.
• Manage change requests and ensure alignment with business objectives.
• Provide subject matter expertise on Salesforce and nCino functionalities.
• Assist in troubleshooting issues and coordinating resolution with vendors.
• Prepare and maintain documentation including process flows, user stories, and functional specifications.

• Proven experience as a Business Analyst or Consultant in financial services.
• Strong understanding of Salesforce CRM; experience with nCino is highly desirable.
• Familiarity with banking processes such as lending, credit, and account management.
• Excellent stakeholder management and communication skills.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Strong analytical and problem-solving skills.
• Experience with Agile methodologies and tools (e.g., Jira, Confluence) is a plus.

• Candidates with Salesforce implementation experience in financial services will be considered if they lack direct nCino experience.
• Knowledge of regulatory requirements and compliance in banking is advantageous.

• Primary:
  Business Analysis, Stakeholder Management, Vendor Coordination
• Technical:
  Salesforce CRM (must-have), nCino (nice-to-have)
• Industry: Banking / Financial Services

• 5+ years in Business Analysis or Consulting roles within financial services.
• Hands-on experience with Salesforce implementations; exposure to nCino highly preferred.
• Familiarity with banking processes (commercial lending, credit, treasury).

• Strong communication and facilitation skills.
• Ability to manage multiple priorities and work with cross-functional teams.
• Analytical mindset with problem-solving capabilities

Salesforce & nCino

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.