Principal Sales Engineer

About the Role

The Sales Engineer works in tandem with the 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 the 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 needs.
• Load or export data via the Apex Data Loader and other tools.
• Lead training webinars for internal nCino staff to explain recent release functionality, demonstration environment configuration, and behavior.
• Maintain training materials for new hires to help them get 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.
• 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%.

Pay

The Base Salary Range For This Job Is $121,900.00 - $213,300.00.