nCino Database Analyst

  • Slipstream
  • Remote (Madison, WI, USA)
  • Apr 30, 2021
Full time Data Developer Finance Information Technology Other Research

Job Description

Slipstream creates, tests, implements, and scales the next generation of solutions that move us farther, faster toward a clean energy economy. You are the key to the success of our organization by demonstrating our values, engaging in our mission, and creating results that will produce enduring economic and environmental benefits for all. Slipstream employees approach each day with our values in mind: mission-driven, excellence, integrity, results-focused, exceptional service, collaboration, personal drive, great work environment and commitment to community.

Under supervision, you will be responsible for maintaining the performance, integrity, and security of the loan originating software and its supplemental systems. You will be integral in the planning and development of the database, as well as troubleshooting issues on behalf of all users. Your expertise will be paramount in ensuring data integrity across the enterprise, to include data consistency, accessibility, and recovery control.

Primary and Essential Responsibilities

  • Perform basic administration of our Salesforce instance and security settings using the standard aspects of the Salesforce Setup menu.
  • Manage the loan lifecycle and CRM applications implemented on the Salesforce platform.
  • Identify and diagnose end user problems in a manner that exemplifies high standards of customer service.
  • Develop and maintain custom reports, dashboards, and processes to continuously improve data quality, process integrity and productivity.
  • Assist with the institution’s data maintenance including auditing and diagnosing data integrity issues and completing bulk imports of data.
  • Define, communicate, and manage a change management (release) process to develop and implement new vendor application extensions or updates to existing applications.
  • Perform intermittent application testing of new nCino releases and internal organizational changes.
  • Perform updates to basic nCino configuration to include nominal application configuration such as creating validation rules, workflow rules, and approval processes for form generation templates and credit memo templates.
  • Understand, create, and manage various Salesforce and nCino syntax.
  • Create, update, and manage nCino Support Cases. This includes researching documentation available in nCino’s This includes researching documentation available in nCino’s Community platform, clearly defining the issue, and actively working with nCino’s Support Services team to resolve the case.
  • Perform batch reassignment of accounts and opportunities based on organizational changes.
  • Monitor user adoption rates and respond as needed.
  • Develop training plans, materials, and documentation for application users, keep materials up to date, and coordinate ongoing training sessions for new users.
  • Deliver training and communication to business users, including collaborating with management to identify new and creative opportunities to leverage the applications to support additional business processes or functions.
  • Recommend best practices based on interactions with the user community.
  • Actively participate as a member of assigned workgroups.
  • These responsibilities are not all inclusive and other duties may be assigned from time-to-time.

Competencies

  • 1-3 years of experience in an enterprise IT role or technical related role.
  • Moderate to advanced knowledge of workflow applications, including Salesforce.
  • Salesforce administrator Certification (ADM 201, preferred.
  • nCino Administrator Certificatio, preferred.
  • Exhibited ability to manage workload assignments & meet deadlines; works autonomously or in small teams.
  • Demonstrate solid verbal & written communication & report writing skills.
  • Ability to use independent judgment, investigation, concept development, information interpretation, and collaboration with other departments.
  • Proficiency in data manipulation and using data-related applications.
  • Project management experience to include but not limited to: project design implementation, facilitation for large projects & ensuring deadlines are met.

Required Experience

1-3 years: Experience in an enterprise IT role or technical related role.

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