Teams at nCino, Inc.

The Solution Architect leads client technology installations, manages data transfers, provides user training, and troubleshoots issues, using Salesforce tools and automation for effective solutions.

Review, capture, and validate customer documentation for KYC/AML compliance; extract and enter required information; perform quality checks; identify and escalate discrepancies; meet accuracy and turnaround targets while maintaining confidentiality and supporting process improvements.

Lead complex data integrations and implementations on the nCino CRM platform. Troubleshoot using logs and Chrome tools, follow the nCino Integration Framework, communicate project status, mentor junior staff, optimize CRM data models, use ETL tooling and databases, and apply AI tools to automate and improve processes.