What are the responsibilities and job description for the nCino Salesforce Business Analyst position at Global Business Ser. 4u?
Job Title: nCino Salesforce Business Analyst
Location: Woburn, MA (Hybrid)
Job Type: Contract
Key Responsibilities
Location: Woburn, MA (Hybrid)
Job Type: Contract
Key Responsibilities
- Requirements Gathering and Analysis:
- Collaborate with business stakeholders to understand their requirements, objectives, and challenges.
- Conduct workshops, interviews, and surveys to gather detailed functional and technical requirements.
- Document business requirements, user stories, and use cases to ensure clarity and alignment with business goals.
- Solution Design and Configuration:
- Design and configure nCino solutions within Salesforce to align with business processes, ensuring the system is optimized for the organization’s needs.
- Provide expertise on nCino’s suite of financial services applications (including loan origination, credit underwriting, etc.) and Salesforce functionalities.
- Customize Salesforce features, such as objects, fields, workflows, process builder, validation rules, reports, and dashboards, to meet the business needs.
- Process Optimization:
- Analyze and improve business processes to maximize the effectiveness of nCino and Salesforce.
- Recommend best practices and process changes to enhance the efficiency and scalability of the system.
- Work with the development team to troubleshoot issues, validate fixes, and ensure user adoption.
- Testing and Validation:
- Create test plans and scenarios based on business requirements and functional specifications.
- Conduct User Acceptance Testing (UAT) to ensure system functionality meets the business requirements.
- Validate that all aspects of the Salesforce and nCino configurations are functioning as expected after any updates or changes.
- Training and Support:
- Provide end-user training to ensure proper adoption and usage of the Salesforce and nCino platforms.
- Develop and maintain user documentation, training materials, and support materials.
- Offer ongoing support to end-users, troubleshoot system issues, and escalate problems as needed.
- Collaboration with Cross-functional Teams:
- Work closely with Salesforce developers, system architects, project managers, and other stakeholders.
- Act as a liaison between the business and IT teams to ensure successful project delivery.
- Manage communication between business users and technical teams to ensure solutions are delivered on time and within scope.
- Experience:
- 3 years of experience as a Business Analyst with a focus on Salesforce or nCino.
- Strong understanding of nCino’s financial services solutions (e.g., loan origination, credit, risk management).
- Experience with Salesforce CRM, including configuration, reporting, dashboards, and automation (e.g., Process Builder, Flow).
- Technical Skills:
- Proficient with Salesforce tools and functionality (Sales Cloud, Service Cloud, etc.).
- Knowledge of nCino functionality, including its integration with Salesforce.
- Ability to create detailed documentation and process flows.
- Communication and Interpersonal Skills:
- Strong written and verbal communication skills to facilitate collaboration with technical and business teams.
- Ability to present complex technical information to non-technical stakeholders.
- Strong problem-solving skills and attention to detail.
- Certifications:
- Salesforce Certified Administrator (ADM 201) and nCino training/certifications are a plus.
- Salesforce Certified Platform App Builder or other Salesforce certifications are beneficial.
- Experience in financial services or banking industry.
- Knowledge of agile methodologies and project management tools.
- Familiarity with data migration, integration techniques, and APIs.