Principal Sales Engineer

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
122K-213K Annually
Senior level
Cloud • Fintech • Software
The Role
Pre-sales technical role partnering with sales, product, and professional services to design and demonstrate customized nCino/Salesforce solutions, analyze technical requirements, configure demo environments, run data loads, produce reports/dashboards, lead internal training, and maintain demo materials. Requires deep Salesforce administration experience and Salesforce certifications.
Summary Generated by Built In

nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking.


 

The Sales Engineer works in tandem with Direct Sales Team, Product, and Professional Services to provide and demonstrate customized environments to help address prospect scenarios during the sales process. This position reports to the Lead Sales Engineer.


 

Responsibilities 

  • Work in tandem with Direct Sales Team, Product, and Professional Services to develop customized environments to help address prospect scenarios during the sales process

  • Contribute and/or lead prospect specific inquiries/scoping projects around implementation, nCino Support models, technical configuration, security, and/or data integration 

  • Perform detailed analysis of technical requirements during sales cycle 

  • Demonstrate implementing Salesforce.com security including roles, profiles, sharing rules, workflows and groups within an nCino demonstration environment

  • Demonstrate creating Salesforce.com custom objects, fields and editing page layouts within an nCino demonstration environment. 

  • Demonstrate creating Workflow and Approval Processes within an nCino demonstration environment 

  • Create dashboards and reports to represent prospect specific 

  • Load or export data via the Apex Data Loader and other tools 

  • Lead training webinars for internal nCino to explain recent release functionality, demonstration environment configuration and behavior

  • Maintain training materials for new hires to help get them up to speed on the internal demonstration environment

  • Collaborate with other members of Pre-sales to understand prospect’s technical requirements and specific needs based on demonstrations and conversations 

  • Obtain and maintain at least 2 Salesforce Certifications 
     

Qualifications 
Required: 

  • 6 years full-time Salesforce Administration or Implementation experience required  

  • Bachelor’s Degree 

  • Very strong hands-on SalesForce.com/nCino administration and/or implementation skills 

  • Proficient in SFDC Administrative tasks such as creating Profiles, Roles, Users, Page Layouts, Email Services, Approvals, Workflows, Reports, Dashboards, Tasks and Events 

  • Experience designing Custom Formula Fields, Field Dependencies, Validation Rules, Work Flows, and Approval Processes for automated alerts, field updates, and Email generation per application requirements 

  • Highly professional with strong communication skills especially in solving complex credit related challenges in the financial services industry 

  • Experience with maintaining and administering SF TSO/TMO environments 

Desired: 

  • Knowledge of Apex, Visual Force, JavaScript / Knockout Development 

  • Knowledge of SAS Security standards specific to the financial services industry 

  • Data management skills, including advanced Excel and SOQL skills 

  • Salesforce.com certification 

  • Degree in Computer Science or MIS 

  • Strong research, analytical, and creative problem-solving skills 

Travel Requirements 

Ability to travel up to 40% 


 

If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino.


 

The pay range for this role is based on relative market data and alignment with our compensation philosophy. The range displayed reflects the minimum and maximum of the pay range for each job posting, which is used to determine new hire rates/salaries and takes into consideration multiple factors including but not limited to knowledge, skills, abilities, proficiencies, experience, education, licensures/certifications, as well as business and organizational needs. nCino reserves the right to modify the posted range consistent with our internal practices and external market movement. The recruiter for this job posting can share more compensation details during the recruitment process, as base salary is only one component of the total compensation package per position posted.

The base salary range for this job is:

$121,900.00 - $213,300.00

nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at [email protected]

Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success.  We strive to create workplaces where employees are empowered to bring their authentic selves to work. 

Skills Required

  • 6 years full-time Salesforce Administration or Implementation experience
  • Bachelor's Degree
  • Strong hands-on Salesforce.com and nCino administration and/or implementation skills
  • Proficient in SFDC administrative tasks (Profiles, Roles, Users, Page Layouts, Email Services, Approvals, Workflows, Reports, Dashboards, Tasks and Events)
  • Experience designing Custom Formula Fields, Field Dependencies, Validation Rules, Workflows, and Approval Processes
  • Highly professional with strong communication skills, especially solving complex credit-related challenges in financial services
  • Experience maintaining and administering SF TSO/TMO environments
  • Obtain and maintain at least 2 Salesforce Certifications
  • Ability to travel up to 40%
  • Knowledge of Apex, Visualforce, JavaScript / Knockout Development
  • Knowledge of SAS security standards specific to the financial services industry
  • Data management skills, including advanced Excel and SOQL skills
  • Salesforce.com certification (additional)
  • Degree in Computer Science or MIS
  • Strong research, analytical, and creative problem-solving skills

nCino, Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about nCino, Inc. and has not been reviewed or approved by nCino, Inc..

  • Healthcare Strength Health coverage includes comprehensive medical, dental, and vision options along with mental‑health resources and a global EAP, with some instances of fully paid premiums cited. Wellness initiatives and supportive programs (e.g., HSA/FSA availability) further enhance the offering.
  • Leave & Time Off Breadth Paid parental leave, generous or unlimited PTO, volunteer time off, company holidays, and bereavement leave are emphasized. Flexible work options and family support (including adoption and dependent‑care support where available) broaden practical access to time off.
  • Retirement Support Programs include a 401(k) alongside an employee stock purchase plan and life/disability coverage. Student‑debt repayment and performance bonuses are positioned as part of total rewards.

nCino, Inc. Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Wilmington, NC
1,263 Employees
Year Founded: 2012

What We Do

Ncino is a cloud-based bank operating solution for the financial services industry. nCino (NASDAQ: NCNO) is the worldwide leader in cloud banking. The nCino Bank Operating System® empowers financial institutions with scalable technology to help them achieve revenue growth, greater efficiency, cost savings and regulatory compliance. In a digital-first world, nCino's single digital platform enhances the employee and client experience to enable financial institutions to more effectively onboard new clients, make loans and manage the entire loan life cycle, and open deposit and other accounts across lines of business and channels. Transforming how financial institutions operate through innovation, reputation and speed, nCino works with more than 1,200 financial institutions globally, whose assets range in size from $30 million to more than $2 trillion.

Similar Jobs

Zscaler Logo Zscaler

Sales Engineer

Cloud • Information Technology • Security • Software • Cybersecurity
Easy Apply
Remote or Hybrid
USA
8697 Employees
176K-251K Annually

Zscaler Logo Zscaler

Sales Engineer

Cloud • Information Technology • Security • Software • Cybersecurity
Easy Apply
Remote or Hybrid
17 Locations
8697 Employees
176K-251K Annually
Remote
United States
2800 Employees

Zscaler Logo Zscaler

Sales Engineer

Cloud • Information Technology • Security • Software • Cybersecurity
Easy Apply
Remote or Hybrid
USA
8697 Employees
171K-243K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account