Senior Consultant, nCino
West Monroe · Chicago; Dallas; Los Angeles; Minneapolis; New York; San Francisco; Seattle; Washington, D.C.
About this role
Are you ready to make an impact?
West Monroe is seeking a nCino and Salesforce expert to join our team as a Senior Consultant within our Technology & Experience practice. In this role, you will partner with banking clients to define digital transformation strategies, optimize lending and account onboarding processes, and lead implementations leveraging nCino and Salesforce.
Responsibilities
- Demonstrate deep expertise in nCino Bank Operating System, including its architecture, lending lifecycle capabilities, and integration with Salesforce
- Lead discovery and business process review sessions focused on lending, onboarding, and banking operations to define user stories and requirements
- Translate business requirements into nCino-enabled solution designs, including loan origination, underwriting, decisioning, and onboarding workflows
- Design and implement solutions that appropriately leverage both nCino and Salesforce Financial Services Cloud (FSC), understanding when each is best applied
- Configure and customize nCino and Salesforce platform components (objects, workflows, flows, automation) to support business needs
- Identify opportunities for AI-driven enhancements across lending and banking operations (e.g., document processing, credit insights, workflow automation)
- Lead and coordinate build activities, ensuring alignment with solution architecture and best practices
- Facilitate unit testing, system testing, and UAT, ensuring high-quality delivery
- Support end-user training, change management, and documentation
- Manage project timelines, risks, and deliverables across workstreams or full engagements
Qualifications
- Bachelor’s degree or equivalent experience required
- 5+ years of consulting experience in Salesforce and/or nCino implementations
- Strong expertise in nCino Bank Operating System, including:
- Commercial and small business lending workflows
- Loan origination, underwriting, and approval processes
- Customer onboarding and account opening
- nCino data model and object structure
- Solid understanding of the Salesforce platform, with working knowledge of Financial Services Cloud (FSC)
- Experience in the banking industry, with knowledge of lending operations, regulatory considerations, and digital transformation trends
- Proven experience leading client workshops, solution design sessions, and executive presentations
- Strong communication, facilitation, and stakeholder management skills
- Relevant certifications preferred, such as:
- nCino Certification(s)
- Willingness to travel 30–50%
- Hybrid work model (1–2 days/week in office)
- Must be authorized to work in the U.S. without sponsorship
Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.
Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.
Other consultancies talk at you.
At West Monroe, we work with you.
We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.
At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.
You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.
West Monroe is an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.
Please review our current policy regarding use of generative artificial intelligence during the application process.
If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.
About West Monroe
Jobb.ai is an independent skill benchmarking platform. Applications are submitted on the employer's official website.