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Principal Functional Consultant

2 months ago


Toronto, Ontario, Canada nCino, Inc. Full time

nCino, Inc. is a leading provider of cloud banking solutions, and we are seeking a highly skilled professional to join our team as a Principal Functional Consultant.

About the Role

We are looking for a seasoned professional with a strong background in financial industry experience, specifically in commercial or SBA lending, to lead our implementation projects. As a Principal Functional Consultant, you will be responsible for evaluating how our cloud banking solutions can best meet our clients' needs and working with our Implementation Consultants to oversee the application of our seven-step implementation process.

Key Responsibilities

  • Learn and become proficient in our cloud banking platform and its various features and functionalities.
  • Develop and maintain in-depth knowledge of our clients' business processes and requirements.
  • Work closely with our Implementation Consultants to configure our system in the most efficient way possible to meet our clients' needs.
  • Oversee all aspects of the software implementation project, ensuring timely and successful delivery.
  • Manage daily project load, prioritize tasks, and ensure effective communication with clients and stakeholders.
  • Identify and mitigate risks, and develop strategies to overcome potential obstacles.
  • Write and publish knowledge articles to share best practices and lessons learned with our clients.
  • Develop and manage project plans, lead regular project status meetings, and ensure effective project management.
  • Demonstrate and train clients on the use of our cloud banking platform.
  • Assist clients with user acceptance testing and ensure a smooth transition to our Support and Customer Success Team.

Requirements

  • Previous financial industry experience, specifically in commercial or SBA lending, is required.
  • Bachelor's degree or equivalent experience is preferred.
  • 6 years of experience or a combination of education, experience, and superior performance is required.
  • Exceptional communication and problem-solving skills are essential.
  • Proven ability to interact and communicate with clients in a professional, positive, and constructive manner.
  • Ability to learn quickly and independently, with a strong analytical mindset and leadership skills.
  • Experience with CRM systems and relational databases is a plus.

What We Offer

nCino, Inc. offers a dynamic and challenging work environment, with opportunities for professional growth and development. We are committed to providing our employees with the tools, resources, and support needed to succeed in their roles.