Salesforce Admin

Overview

On Site
$100,000 - $120,000
Full Time
50% Travel
Able to Provide Sponsorship

Skills

Salesforce
Apex
Ncino
Data Loader
Platform App

Job Details

Job Title: Salesforce Administrator NCino Specialist

Location: Plano TX

W2/fulltime

Client: Banking sector

About the role:
We are seeking a skilled and detail-oriented Salesforce Administrator with a specialization in NCino to join our digital banking team. This individual will be responsible for the day-to-day configuration, support, maintenance, and improvement of our Salesforce platform with a focus on the NCino Bank Operating System. The ideal candidate has a strong understanding of banking workflows, lending processes, and Salesforce best practices.

Key Responsibilities:
Serve as the primary administrator for the Salesforce platform with a focus on NCino configurations, user management, and data integrity.
Configure and maintain NCino loan origination workflows, product packages, credit memos, covenants, and other core banking functionalities.
Create and manage custom objects, fields, page layouts, record types, validation rules, workflows, and approval processes.
Troubleshoot system issues and perform root cause analysis in partnership with NCino support and development teams.
Manage user profiles, roles, and security settings across both Salesforce and NCino.
Monitor and ensure data accuracy and compliance with organizational standards and industry regulations.
Collaborate with Salesforce developers, QA, and product managers in Agile delivery cycles.

Required:
2+ years of Salesforce administration experience, including declarative automation and security configuration.
2+ years of hands-on experience working with the NCino Bank Operating System.
Salesforce Administrator Certification (ADM 201).
Familiarity with banking processes such as commercial lending, loan origination, or credit risk management.
Experience using tools like Salesforce Flow, Process Builder, and Data Loader.
Strong analytical and problem-solving skills with attention to detail.
Excellent communication and documentation abilities.

Preferred:
Additional Salesforce certifications (e.g., Advanced Administrator, Platform App Builder).
Experience with Agile methodologies (Scrum, Kanban).
Previous experience in a banking, credit union, or financial services environment.
Working knowledge of Apex, SOQL, or NCino-specific object model.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.