Position Details

Salary $50 – $60 USD / year

Type Not Specified

Experience mid

Exp. Years 10+ years

Education Not specified

Category Business Analysis

About this role

This role involves serving as a senior Business Analyst specializing in nCino and Salesforce within the banking sector, focusing on requirements gathering, solution design, and system configuration.

Key Responsibilities

Gather requirements and translate into functional specs
Configure Salesforce and nCino modules
Collaborate with stakeholders on solution design
Support system integrations and data mapping
Ensure successful end-to-end delivery

Technical Overview

The technical environment includes Salesforce platforms, nCino modules, and related configuration and integration tasks, supporting banking and lending workflows.

Ideal Candidate

The ideal candidate is a senior Business Analyst with over 10 years of experience in Salesforce and at least 4 years specifically working with nCino banking modules. They possess deep expertise in requirements gathering, solution design, and system configuration within financial institutions.

Must-Have Skills

10+ years of Salesforce experience4+ years of nCino Business Analyst experiencedeep knowledge of Salesforce fundamentalsexperience with nCino modulesrequirements gatheringfunctional specificationsuser storiesprocess flowssystem configuration

Nice-to-Have Skills

experience with lending workflowsKYC onboardingcredit processesbanking operations

Tools & Platforms

SalesforcenCinoSales CloudService CloudFinancial Services Cloud

Required Skills

SalesforceSales CloudService CloudFinancial Services CloudnCinorequirements gatheringfunctional specificationsuser storiesprocess flowsAPI mappingsystem configurations

Hard Skills

SalesforceSales CloudService CloudFinancial Services CloudnCinonCino Commercial Banking modulesnCino Consumer Banking modulesconfiguration of Salesforce objectsfieldsworkflowsvalidation rulesdata mappingAPI mappingsystem configurationsrequirements gatheringfunctional specificationsuser storiesprocess flowsacceptance criteria

Soft Skills

collaborationrequirements analysissolution designstakeholder communicationproblem-solving

Industry & Role

Industry Financial Services / Banking

Job Function Business analysis and system configuration for banking software platforms

Keywords for Your Resume

SalesforceSales CloudService CloudFinancial Services CloudnCinonCino Commercial Banking modulesrequirements gatheringfunctional specificationsuser storiesprocess flowsAPI mappingsystem configurationsstakeholder communicationbanking operationslending workflowsKYC onboarding

Deal Breakers

Less than 10 years of Salesforce experience, No nCino Business Analyst experience, Lack of banking or financial services background

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