The Role
The Technical Operations Manager configures and optimizes the nCino platform, leads core operations projects, and manages data reporting, ensuring operational excellence and compliance across systems.
Summary Generated by Built In
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate.
We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.
Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever-shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone’s money does what it’s supposed to do.
As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve.
Role Overview:
The Technical Operations Manager serves as a key member of the Operations team, responsible for configuring, administering, and optimizing Lead Bank’s nCino platform while driving cross-departmental special projects and advanced reporting initiatives. This role requires a strong blend of technical systems expertise, project management capability, and analytical insight to ensure operational excellence across core systems, core surrounds and data delivery.
A major focus of this role will include leading core operations initiatives, specifically related to the configuration and ownership of loan products within Lead Bank’s new Finxact core. The Technical Operations Manager will play a critical role in ensuring the successful setup, testing, and long-term performance of these products to support scalable, compliant, and efficient lending operations.
In the role you will:
- nCino Administration
- Serve as the primary administrator and owner of nCino, responsible for configuration, customization, and maintenance of the platform.
- Build and optimize workflows, automation, and page layouts to support business processes across lending and operations.
- Collaborate with stakeholders to translate functional requirements into scalable system configurations.
- Manage user roles, permissions, and data integrity to ensure consistent, compliant system use.
- Coordinate testing, release management, and ongoing platform enhancements in partnership with Technology and Compliance teams.
- Maintain documentation of system configurations, change management logs, and best practices.
- Data & Reporting
- Create, automate, and maintain dashboards and reports in nCino, Snowflake, and other reporting systems as applicable for executive oversight, performance tracking, and compliance monitoring.
- Identify and close data gaps to ensure accuracy and completeness of operational information.
- Complete ad hoc and recurring data requests across Payments, Compliance, FinCrimes, Product, and Executive teams in a secure, timely manner.
- Develop and manage reporting frameworks to support fintech client reporting obligations and internal audit readiness.
- Special Projects & Core Operations
- Lead and execute core operations projects focused on the configuration, testing, and ongoing ownership of loan products within the Finxact core.
- Drive high-impact special projects tied to operational transformation, including new product rollouts, technology partner integrations, and system enhancements.
- Coordinate with internal leaders and third-party vendors to evaluate, select, and implement new systems or process improvements.
- Provide ongoing product and application support for projects previously implemented.
- Represent Operations in cross-functional initiatives, ensuring scalability, compliance, and operational alignment.
- Technology Collaboration
- Partner with Product Management and Engineering teams to support integrations between nCino, Finxact, and other internal systems.
- Translate operational and regulatory requirements into technical design specifications.
Qualifications:
- 5+ years of project management or operational systems experience; nCino administrative experience required.
- Proven ability to configure, maintain, and enhance Salesforce/nCino environments.
- Strong understanding of banking operations, loan operations, and core operations.
- Experience configuring and maintaining loan products within a core banking system.
- Excellent organizational, communication, and stakeholder management skills.
- Ability to manage multiple time-sensitive projects simultaneously in a fast-paced environment.
- High level of initiative, curiosity, and willingness to roll up your sleeves.
Preferred Qualifications:
- Advanced reporting and data analytics experience with SQL and Snowflake.
- Proficiency with Metabase, QuickSight, or equivalent reporting tools.
What we offer:
- At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life
- Competitive compensation based on experience, geographic location, and role
- Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA
- Paid parental leave
- Flexible vacation policy, including PTO and paid holidays
- A fun and challenging team environment in a dynamic industry with ample opportunities for career growth
*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Top Skills
Metabase
Ncino
Quicksight
Salesforce
Snowflake
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The Company
What We Do
Lead Bank is where expertise, experience and technology unite the people behind inspired businesses. We take pride in working side by side with companies to grow bottom lines that become cornerstones of the community.
We’ve always been a bank that leads the way, not follows the herd. In 2010, we rolled out our new name along with a new suite of next generation banking resources. From the robust online banking capabilities to our remote deposit technology, these digital solutions let you bank however you want, wherever you want. While our bank has roots in Cass county, we offer full-service banking and outstanding customer service for the entire Kansas City metropolitan area.
Our relationships with our clients remain at the heart of what we do. We get to know you and your business so we can tailor financial solutions to help you achieve your goals.
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