nCino, Inc.

Solutions Engineer

• Leads installations of technical systems, applications, or process designs for client’s purchased or outsourced technology and business process solutions.
• Senior member within team supporting clients with managing initial access, map, and transfer data, create process documentation, and train or coordinate training for client users.
• Troubleshoots complex client issues as they arise.
• Dynamically solutions using Salesforce declarative automation and data integrity tools when configuring or extending nCino, as well as articulates trade-offs.
• Significantly influences fit/gap, as well as provides detailed LOE for all configuration and custom options based on hands-on experience or proof of concept (POC).
• Assists in proactively avoiding potential downstream issues in design with thorough knowledge of nCino data model, intended functionality, and automation points.
• Has ability to remediate non-PDI technical issues.
• Provides wholistic solutions for UX and application security using nCino and Salesforce tools for optimal performance.
• Understands and articulates value of strategy, Application Programming Interface (APIs), and best use of tools for versioning, deployment, and release management.
• Possesses understanding of common integrations, tools used, nCino impact, and APIs and specializes in one area.
• Promote cross-team collaboration focused on delivering product configuration for the end-user.
• Encourages continuous learning and is able to define a personalized continuous learning path that assists with career growth.
• 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, elevate customer experience, and boost team productivity while ensuring its application provides measurable value, driving innovation and smarter ways of working.
• Stay informed on AI advancements to drive continuous learning and scalable growth opportunities.

Principal Solution Architect

Full-stack Engineer

• Provide input on architectural decisions and guide team members around best practices.
• Incorporate the automated tests into applicable tickets and mentors other members of the team on automation strategies.
• Lead brainstorming sessions and propose innovative ideas and solutions.
• Identify opportunities & Lead proof-of-concepts to demonstrate key functionality or validate critical technical aspects.
• Begin to consider scalability, maintainability, and best practices as the high-level design of the solution takes shape.
• Identify potential risks and provide mitigation strategies.
• Help choose technologies and tools used for the project.
• Be a technologist with an understanding of a range of languages, frameworks, and tools.
• Keep abreast of developments in the field and introduce new approaches and technologies.
• Understand the data model and design of the product.
• Facilitate communication and collaboration inside and outside their team.
• Heavily involved in Automated Testing and improves the best practices and metrics.
• Support PM and team in developing a strategic launch and release plan with cross functional teams.
• Promote cross-team collaboration focused on taking end to end solutions to market and supporting Go-live activities.
• Help prioritize the system hygiene backlog, with a focus on improving both the product and the developer experience.
• Mitigate the introduction of additional hygiene through code reviews, ensuring team members adhere to coding standards.
• Leads the management of software dependencies, staying informed about industry updates and trends to ensure version compatibility.
• Exhibit technical mastery and proficiency in multiple programming languages, frameworks, and tools relevant to our technology stack.
• Uphold the highest standards of code quality and follows industry best practices.
• Plays a pivotal role in driving technical excellence, innovation, and delivering high-quality software solutions.
• Demonstrate expertise in independently completing complex tickets, mentor team members, and facilitating effective communication and collaboration.
• Proficient understanding of ETL processes, data modeling and data integration techniques.
• Leverage AI tools and techniques to enhance software development activities, including code generation, testing, debugging, and optimization.
• Maintain awareness of emerging AI trends and best practices to inform continuous learning and innovation.

Senior Software Engineer

• Leads planning, designing, development and testing of complex software systems or applications for software enhancements and new products including cloud-based or internet-related tools
• Guides team to support clients' project objectives
• Troubleshoots client issues as they arise
• Actively participate in process improvement and mentor emerging technical leaders while contributing to new technical initiatives
• Serve as a technical visionary, staying at the forefront of emerging industry trends and leveraging this knowledge to guide our technology roadmap
• Leverage AI tools and techniques to enhance software development activities, including code generation, testing, debugging, and optimization
• Identify proof-of-concepts to demonstrate key functionality or validate critical technical aspects.

Principal Software Engineer

Marketing

• Lead the execution of field marketing programmes, including events, webinars, digital advertising, email campaigns, ensuring alignment with regional business goals and maximising engagement with high-value prospects and customers
• Advise and influence Sales and Marketing teams on target accounts and market trends to enhance engagement strategies and develop localised campaigns to drive pipeline growth
• Serve as a field marketing lead for assigned territories, collaborating with regional marketing to adapt messaging and assets for local relevance, ensuring brand consistency while enhancing regional impact
• Partner in the coordination of field-level events, including sponsorships, trade shows, and executive programmes with regional marketing team
• Report and analyse on campaign performance metrics to evaluate effectiveness and identify and make recommendations on areas for improvement by market segment
• Act as a key liaison between field marketing and local stakeholders, delivering regular updates on campaign performance, strategic initiatives, and market feedback to inform decision-making and foster alignment
• Provide data-driven insights on marketing programmes activities and successes, ensuring visibility into campaign performance and alignment with business objectives and sales strategies
• Utilize field marketing best practices influenced by industry trends and competitive activity that promotes new strategies
• Leverage AI analytics tools to generate actionable insights from customer data and operational metrics, enabling data-driven decision-making for process improvements and customer experience enhancements

Principal Field Based Marketing Specialist

Product Marketing

• Lead end-to-end enablement for product launches and GTM initiatives, translating product releases into sales-ready training and content
• Develop comprehensive product enablement assets: pitch decks, demo guides, battle cards, objection handlers, and competitive intelligence
• Create and maintain product playbooks codifying winning sales strategies across solutions, personas, industries, and deal types
• Facilitate engaging product training (bootcamps, certifications, demo clinics) that build seller confidence and product fluency
• Contribute to new hire onboarding by developing product-focused curriculum, training modules, and certification content
• Build scalable enablement assets (e-learning, microlearning, videos, assessments) using modern instructional design principles
• Manage enablement content lifecycle within LMS and sales enablement platforms, ensuring accessibility and relevance
• Partner with Sales, Marketing, Product, and subject matter experts to create high-quality, sales-ready content
• Leverage LMS analytics, Salesforce/Domo data, and performance metrics to measure program effectiveness and demonstrate enablement ROI
• Partner with Revenue Operations to analyze product attach rates, win/loss data, and deal velocity to identify enablement gaps
• Build strong cross-functional partnerships with Product, Marketing, Sales Leadership, and Revenue Operations

Revenue Product and GTM Enablement Specialist

Customer Success Manager

• Own ultimate responsibility for the customer’s contract renewal and for expansion success
• Ensure that customers derive maximum value from their investment in nCino
• Work in tandem with Sales Account Managers and Support Engineers to manage assigned accounts
• Partner with the customer to establish a transformational Optimization Plan
• Develop a comprehensive understanding of the customer’s business challenges and objectives
• Identify risks to the customer by achieving their stated business goals
• Serve as a customer advocate in driving industry best practices
• Deliver successful customers to the contract renewal cycle

Business Development Rep

• Perform business development function by prospecting to each account within your defined territory
• Update Salesforce with all business development activity and information related to each account, contact and opportunity
• Research to expand our European database of accounts by adding new financial institutions and associated contacts to Salesforce
• Generate new sales opportunities by scheduling product demos with prospects to drive qualified opportunities for your sales team
• Establish introductory relationships with prospects by building rapport, uncovering specific pain points, strategic goals and initiatives
• Perform online research of accounts to understand an institution's financial metrics or an individual’s role
• Setup reports and dashboards for managing your territory, activities, and goals
• Collaborate with Marketing, Sales and other BDG members to create best practices
• Develop a deep understanding of Salesforce, the nCino platform, and the banking industry
• Learn to confidently deliver a 60-minute online product demonstration
• Support your Regional Vice President (RVP) and sales team with pipeline management and deal progression

Business Development Representative, Spanish Speaker

• Perform business development function by touching two contacts at every account, using two different activity types per quarter
• Generate new opportunities, schedule product demos with prospects and drive qualified leads to the sales team
• Establish and develop introductory relationships with prospects
• Perform online research of accounts and understand an institutions financial metrics in order to identify "pain points" and customized messaging
• Setup reports and dashboards for managing territory, goals and activity
• Update Salesforce with all business development activity and information related to each account and contact
• Research and add new account contacts into Salesforce, and maintain data integrity of 98% for existing accounts and contacts
• Develop a deeper understanding of Salesforce CRM and how to configure reports and dashboards
• Complete select marketing and Salesforce data projects
• Act as a key contact and resource between other departments and BDG/Marketing
• Learn and utilize Pardot as a business development tool
• Serve as a mentor and role model to other BDG members by mirroring the BDG Golden Values and bringing your “A-Game” every day

Business Development Representative, German Speaker

Product Specialist

• Be a Trusted Advisor to prospects and clients
• Conduct deep-dive discovery sessions with prospects
• Provide subject matter expertise in banking and financial services
• Lead detailed product presentations and demonstrations
• Work with colleagues in PreSales, Sales, Product, Partners and Customer Success teams
• Translate user stories into technical requirements

Senior Product Specialist, French-speaking

• Act as the primary technical point of contact throughout the sales cycle, working closely with Account Executives and the broader sales team to drive technical wins.
• Engage with customers to understand their business challenges, technical requirements, and existing banking technology landscape, including core banking systems, loan origination systems, and third-party applications.
• Design and present integration solutions that map to customer needs and showcase the value of nCino Integration Gateway in connecting nCino Bank Operating System with various banking systems and data sources.
• Deliver compelling product demonstrations and Proofs of Concept (PoCs) that highlight the platform's capabilities, including pre-built connectors, data transformation, and orchestration features.
• Provide architectural recommendations and create scalable, secure integration architectures that align with banking industry standards, compliance requirements, and customer IT strategies.
• Conduct technical workshops and provide technical guidance to PreSales teams, sales teams, and partners on integration best practices and nCino Integration Gateway capabilities.
• Lead technical responses to RFIs and RFPs, articulating integration strategies and demonstrating how nCino Integration Gateway addresses specific customer requirements.