Independently sets up and installs 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.

Troubleshoot client issues as they arise.

Demonstrates advanced understanding of Salesforce declarative automation and data integrity tools used to configure and extend nCino

Articulates a proposed solution for or against customization

Configures product features and in the context of the end-user and relative level of effort (LOE)

Understands and articulates challenges inherent in environment strategy and promotion