Role Purpose

The Functional Lead will work closely with the team to help define, design and build and test the CIB US nCino solution ***


– Facilitate and run workshops with partner and nCino stakeholder groups to define integrations

– Scope and define roadmaps for product integrations

– Elicit, define and design requirements, feeding into development teams to build out requirements

– Participate in the end-to-end development process for net new integrations

– Understand banking processes and how to leverage integrations to optimize/enhance a best in class process

– Understand existing integrations and build out a backlog of enhancements

– Identify and track data changes required for each nCino product release cycle

– Work with team members to author business level documentation describing requirements as it pertains to core and batch integrations

– Work with team members to author technical design documentation that fully defines data model approaches for custom, complex batch data integration projects

– Demonstrate the functionality and value of product integrations to clients and internal stakeholders

– Support clients with any critical integration issues

– Support, author and maintain process documentation for the integrations team

Qualifications Required

– Bachelor’s Degree and 3+ years in an analysis/data/design/product role or an equivalent combination of education, experience, and supervisor performance

– Understand customer needs and gather product requirements: coordinate resources, create project timelines, to ensure on-time delivery in high quality

– Experience using the Salesforce.com platform and nCino

– Collaboration, prioritization and problem-solving skills

– Ability to communicate with all levels within the organization

– Team-oriented but able to work autonomously

– Ability to work well under pressure and maintain deadlines

– Understanding of integration concepts and previous API development experience

– Experience working in financial services industry with a good understanding of banking concepts

– Can define clear and concrete user journeys, epics and user stories

– Worked in an agile development and familiar with agile concepts


– Force.com APEX development experience preferred

– SalesForce admin and/or app builder certifications