Heitmeyer Consulting

Role: nCino Administrator
Location: 100% Remote

Responsibilities:

Create, manage and maintain objects, fields, formulas, validation rules, custom workflows and approval processes.
Design, document, test and deploy fixes and enhancements to nCino objects, layouts, workflows, notifications, reports and dashboards.
Work with project management and business units to gather, document, and prioritize necessary fixes and enhancements.
Document and track business logic, workflow, and other customizations made within nCino.
Document changes being deployed during the monthly release cycle.
Work with other Salesforce administrators and/or third parties to ensure change sets are tested and deployed to production on schedule and with minimal user impact.
Evaluate, document, and implement future releases of nCino.
Ensure upcoming changes are properly documented and disseminated to the affected users and training staff.
Ensure the training environment is kept in sync with the production environment.
Assist support staff with troubleshooting and ticket resolution.
Work with internal security to recommend role, profile, and hierarchy changes.
Identity opportunities for application optimization, redesign, and development.

Experience:

Business Analyst with Commercial lending acumen/experience (2-5 years), preferred
Certified Salesforce Administrator, preferred
Certified Salesforce Platform App Builder, preferred
nCino Administrator Certification, preferred
Minimum of 3 months of hands-on training and configuration experience to manage the configuration of the administration of: Users Roles/Profiles/Role Hierarchies, Company Profile, Object & Field configuration, Page Layouts, Forms, Reports, Dashboards, Workflows/Validation Rules, and Approval Processes, including UAT testing.

nCino Administrator