Senior Functional Consultant

📋 Description

• Act as the main point of contact between clients and the technical team, converting business needs into solution designs and comprehensive functional specifications to deliver measurable business outcomes within the project's framework.

• Promptly and professionally escalate program-related issues and concerns to maintain project momentum and ensure client satisfaction.

• Leverage knowledge of the banking sector and nCino best practices to provide strategic consulting to clients.

• Share insights on industry trends and regulatory requirements to assist clients in staying ahead.

• Identify creative and effective solutions to challenging problems, augmenting the value and impact of nCino implementations.

• Conduct benchmarking and analysis to suggest best practices and enhancements.

• Demonstrate proficiency in the nCino product, including its technical capabilities and high-level data architecture.

• Guide clients in utilizing the product's features to fulfill their unique needs and objectives, ensuring optimal use and satisfaction.

• Conduct detailed product demonstrations and training sessions to highlight nCino's functionalities.

• Provide ongoing support and troubleshooting to resolve any issues that may arise, advocating internally for product gap resolutions on behalf of clients.

• Promote the vision and adoption of nCino within financial institutions (FIs) by nurturing relationships with key stakeholders at all levels, from executives to individual contributors.

• Advocate for the advantages and features of nCino to promote widespread adoption.

• Deliver comprehensive project status updates and risk assessments to peers and senior management.

• Prepare detailed reports and presentations that illustrate project progress, potential risks, and mitigation strategies.

• Provide clear, actionable insights that support informed decision-making.

• Ensure transparent and consistent communication among all project stakeholders, fostering a collaborative atmosphere.

• Utilize project management tools and methodologies to monitor progress and manage resources effectively.

• Implement change management principles to facilitate customers' adoption and smooth transition to nCino products.

• Ensure all project activities align with strategic objectives, maximizing customer engagement and meeting deliverables on time and within budget.

• Apply a comprehensive understanding of agile principles and nCino project methodology to guarantee adherence to best practices.

• Lead the implementation of efficient processes that promote successful project delivery and continuous enhancement.

• Serve as the primary contact and advisor for SI partners delivering nCino solutions, providing guidance and ensuring alignment with project objectives.

• Address customization requests by conducting and presenting tradeoff analyses to clients, facilitating informed decision-making.

• Ensure that SI partners deliver high-quality solutions that meet nCino standards.

• Hold regular status meetings with the project team to review progress, prioritize tasks, and address any issues.

• Maintain a detailed project schedule and ensure all team members are aware of their roles and deadlines.

• Provide training, support, and guidance to end-users, ensuring they are equipped to effectively utilize the software solution.

• Conduct workshops and create thorough documentation to aid user adoption and proficiency.

• Offer continuous support to resolve any issues and ensure ongoing improvements.

• Utilize training materials and user guides to assist end-users in effectively navigating the software.

• Leverage AI tools and techniques to enhance work efficiency and optimize business operations by automating routine tasks to improve accuracy, save time, and minimize errors.

• Utilize AI-driven insights to refine decision-making, enhance customer experience, and increase team productivity while ensuring that its application provides measurable value, fostering innovation and smarter working methods.

• Stay abreast of AI advancements to promote continuous learning and scalable growth opportunities.

⛳️ Requirements

• Bachelor’s degree in a relevant field (e.g., Business, Management, Information Technology) or equivalent experience.

• 5+ years of professional experience in banking or a related field.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

• Proven capability to manage complex tasks with accuracy, leveraging strong organizational, time management, and problem-solving skills.

• Effective communication across all levels, translating complex information into clear, audience-appropriate messaging.

• Successfully leads projects with minimal oversight, demonstrating initiative while appropriately escalating issues as necessary.

• Builds credibility and influence through transparent communication, collaborative engagement, and consistent follow-through.

• Actively supports organizational change by identifying opportunities for improvement and constructively challenging existing processes.

🏝️ Benefits

• Equal Employment Opportunity

• Reasonable accommodations for individuals with disabilities