nCino Senior Consultant
(Multiple states)
Contracted to Full Time
Manager/Supervisor
Job Title: nCino Senior Consultant (Contract-to-hire) Dallas, TX (4 days per week on-site)
Get to Know Us:
CG Infinity, Inc. is a technology consulting firm that was founded in 1998. We offer solutions that are tailored to the needs of each individual client that we work with instead of offering standard, run-of-the-mill solutions to everyone. We work closely with our clients throughout the entire process and offer solutions for a myriad of challenges.
Our Culture:
Our people-first approach to technology offers best-in-class service and customer success rates. Here are some of the main services that we offer at CG Infinity: Salesforce Implementations, Customer Experience & CRM, Application Development & Integration, Production Support & QA, and Data Analytics & AI.
About the Role:
As a Senior Consultant with deep expertise in Salesforce and nCino, you’ll partner with leading financial institutions to design, implement, and optimize digital lending and banking solutions. You’ll lead workshops, craft scalable solutions, and mentor both clients and internal team using your technical, consulting, and industry experience to drive real transformation.
What You’ll Be Doing:
Preferred Qualifications
Get to Know Us:
CG Infinity, Inc. is a technology consulting firm that was founded in 1998. We offer solutions that are tailored to the needs of each individual client that we work with instead of offering standard, run-of-the-mill solutions to everyone. We work closely with our clients throughout the entire process and offer solutions for a myriad of challenges.
Our Culture:
Our people-first approach to technology offers best-in-class service and customer success rates. Here are some of the main services that we offer at CG Infinity: Salesforce Implementations, Customer Experience & CRM, Application Development & Integration, Production Support & QA, and Data Analytics & AI.
About the Role:
As a Senior Consultant with deep expertise in Salesforce and nCino, you’ll partner with leading financial institutions to design, implement, and optimize digital lending and banking solutions. You’ll lead workshops, craft scalable solutions, and mentor both clients and internal team using your technical, consulting, and industry experience to drive real transformation.
What You’ll Be Doing:
- Lead Discovery & Design
- Run client workshops to uncover business needs, gather requirements, and elicit detailed user stories, especially for banking and lending operations.
- Assess current Salesforce and nCino architecture to recommend best-fit, scalable solutions aligned to business goals.
- Solution Architecture
- Create and communicate solution designs; explain architectural decisions and obtain buy-in from stakeholders and peers.
- Develop demo prototypes and proof-of-concepts to visualize ideas for clients, refining based on feedback.
- Implementation & Technical Leadership
- Oversee configuration, customization, and extension of Salesforce and nCino (including lightning components, Apex, flows, and third-party integrations).
- Provide technical guidance and mentorship to project teams, ensuring high-quality delivery and adherence to best practices.
- Project Delivery & Client Support
- Support agile delivery, including user story definition, sprint planning, testing, and release coordination.
- Facilitate code/design reviews and ensure proper documentation of designs and technical specifications.
- Troubleshoot and resolve issues during development and post-go-live support phases.
- Process Improvement & Coaching
- Share insights on industry’s best practices, for example, automating complex loan workflows or integrating credit processes.
- Mentor less-experienced consultants and support their professional growth.
- 5+ years of consulting experience leading complex, external client-facing Salesforce projects.
- 3+ years of hands-on nCino implementation and customization within financial services, including Commercial, Retail, or Treasury Management domains.
- Salesforce and nCino Certifications.
- Advanced experience with Salesforce development (Apex, Lightning, SOQL, Flow, integrations).
- Proven ability to manage client relationships, lead requirements gathering, and deliver end-to-end solutions.
- Strong understanding of banking workflows, lending products, and regulatory compliance within technology solutions.
- Experience with agile project delivery from discovery through release.
Preferred Qualifications
- Experience mentoring or leading technical teams.
- Familiarity with integrating third-party banking or fintech solutions to Salesforce.
- Expertise in Financial Services Cloud or similar Salesforce vertical products
Apply for this position
Required*