Overview

To research, evaluate, design, implement, and maintain system and product solutions, applying expert knowledge of engineering principles. Lead the coordination of activities between multiple disciplines within the business and vendors on both technical and non-technical issues pertaining to Salesforce, nCino tailored to the financial service industry. To provide technical direction and engineering support for projects and infrastructure. Develop and maintain expert functional knowledge of evolving IT engineering industry technologies/competition, concepts, and trends. Cloud Engineering: Delivery of the computing services and the duties associated with it such as designing, planning, administering, developing, or maintaining applications in Salesforce. Considered subject matter expert and a key stakeholder/key contributor on highly complex initiatives and project teams. Conduct complex work assignments under general direction.

• Collaborate with stakeholders to understand business requirements, objectives, and processes related to the credit union domain
• Design comprehensive and scalable solutions for Salesforce eco system that align with industry best practices and regulatory compliance
• Prototype and troubleshoot solutions in lower sandboxes to showcase new functionality and issue resolution
• Utilize expertise in Salesforce and nCino capabilities to configure and customize the systems for the credit union's lending department
• Configure objects, workflows, reports, and dashboards to optimize processes and enhance user experience
• Establish and enforce architectural principles, standards, and guidelines for Salesforce and nCino implementations
• Consider security, data governance, and scalability requirements, providing guidance to the appropriate teams and ensuring adherence to gold standard
• Work closely with Business Solution Owners, Business Solution Analysts, and other stakeholders to gather requirements and translate them into technical solutions
• Conduct regular meetings and presentations to communicate design, progress, and risks
• Create and maintain comprehensive documentation of the Salesforce and nCino architecture, including functional specifications, technical designs, data models, and integration workflows
• Ensure documentation is accurate, up-to-date, and accessible to relevant stakeholders
• Provide technical leadership and guidance to development/administrative teams, ensuring successful delivery of Salesforce and nCino solutions
• Mentor and coach junior team members, promoting knowledge sharing and continuous learning
• Stay updated with industry trends, best practices, and emerging technologies in the credit union and financial services domain utilizing design thinking and potential optimization of technology
• Leverage this knowledge to drive innovation and recommend improvements to the Salesforce eco system
• Lead functional and technical workshops, demonstrating leadership and communication skills in designing, delivering, testing, and deploying solutions
• Serve as a trusted advisor to the Salesforce Platform team, driving conversations internal stakeholders to shape the architectural vision and establish a program architectural roadmap
• Manage user expectations and negotiate solutions to complex problems with all stakeholders
• Establish trust with business leaders, promoting and implementing standard processes via Salesforce
• Develop sophisticated business processes using native Salesforce Industries technology and integration tools
• Proactively highlight and manage risk areas in solutions, committing to see issues through to completion
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)
• Perform other duties as assigned

• Bachelor's degree in Computer Science, Information Technology, or the equivalent combination of training, education, and experience
• Minimum of 7+ years of experience with Salesforce Solution Architecture
• Proven experience as a Salesforce Engineer, with a focus on nCino financial service applications
• Proficiency in Apex, Visualforce, Lightning web components, and other Salesforce development tools
• Excellent communication skills, with the ability to convey complex technical concepts to non-technical stakeholders
• Extensive experience demonstrating critical thinking and problem-solving abilities
• Extensive experience in negotiating and influencing decisions with stakeholders
• Expert knowledge with data modeling, integration patterns, and API development
• Expert knowledge with Identity and Access Management/Integration Security
• Expert knowledge with Sharing and Visibility
• Expert knowledge and understanding of platform security standards and best practices within financial services
• Expert knowledge and understanding of DevOps and change management process
• Extensive experience with Triggers, Lightning Flows, and experience with modern web and mobile technologies (HTML, CSS, JavaScript, Web Components, others)
• Extensive experience with Agile software development practices including Scrum, JIRA, Peer Review, Git and CI/CD

• Salesforce certifications: Salesforce Administrator, App Builder, Certified Application Architect or Salesforce Certified System Architect
• Experience with Domains - Credit Union and Financial Services
• Expertise in User Journey preparations, User Story reviews, Data Modeling, Apex Design Patterns, and other modern UI techniques
• Product knowledge and experience - Data Cloud, Financial Services Cloud (FSC), nCino - Commercial + Consumer LOS and Treasury Services
• Expert knowledge of Navy Federal products, services, programs, policies and procedures