Principal Sales Engineer

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Collaborate closely with Direct Sales, Product, and Professional Services to create tailored environments that address prospect scenarios throughout the sales process.

• Take the lead or assist in prospect-specific inquiries and scoping projects related to implementation, nCino support models, technical configuration, security, and data integration.

• Evaluate technical requirements during the sales cycle.

• Showcase Salesforce.com security features, custom objects, fields, page layouts, workflows, approval processes, dashboards, and reports within nCino environments.

• Perform data loading or exporting using Apex Data Loader and various other tools.

• Conduct internal training webinars on release functionalities and the configuration and behavior of demonstration environments.

• Update and maintain training materials for new employees.

• Work in conjunction with Pre-sales team members to comprehend the technical requirements and needs of prospects.

• Achieve and sustain at least two Salesforce certifications.

⛳️ Requirements

• A minimum of 6 years of full-time experience in Salesforce Administration or Implementation.

• Bachelor's Degree.

• Strong hands-on skills in Salesforce.com/nCino administration and/or implementation.

• Expertise in SFDC administrative tasks, including Profiles, Roles, Users, Page Layouts, Email Services, Approvals, Workflows, Reports, Dashboards, Tasks, and Events.

• Experience in designing Custom Formula Fields, Field Dependencies, Validation Rules, Workflows, and Approval Processes.

• Highly professional with excellent communication skills, particularly regarding complex credit-related issues in financial services.

• Experience in maintaining and administering SF TSO/TMO environments.

• Willingness to travel up to 40%.

• Desired: Familiarity with Apex, Visualforce, and JavaScript/Knockout development.

• Desired: Understanding of SAS security standards applicable to financial services.

• Desired: Skills in data management, including advanced Excel and SOQL.

• Desired: Salesforce.com certification.

• Desired: Degree in Computer Science or Management Information Systems (MIS).

• Strong research, analytical, and creative problem-solving abilities.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance plans.

• Opportunities for professional development and training.

• Flexible work hours and remote work options.

• Collaborative and dynamic work environment.