I am a Master Delivery Consultant for nCino, Inc, a software company based in Wilmington, NC. Going on 8 years now, I have moved up from an entry position of Support Engineer and have been given many opportunities which lead me into my current role as a Master Delivery Consultant. I live with my wife and daughter and our 5 pets, 2 dogs, 2 cats and a bunny rabbit.
May 2020 - Present
- Provide subject matter expertise to Design and Develop solutions based on customer requirements and aligned with nCino Gold Standards- Communicate to technical, business and executive customer stakeholders to set appropriate expectations related to customer commitment and requisite resource allocation for a successful deployment and confirm schedule- This position is 80% Technical (drawing on technical and/or CRM product knowledge in advanced configurations of the Salesforce.com platform and development platforms), 10% Analysis, and 10% Project Management- Analyze the current and future state data, technical, application and business architecture needed, verify and modify recommended implementation plan based on customer input and existing/inflight customer projects- Following final solution architecture delivery recommendation by the nCino team, assist in design and troubleshooting during implementation to ensure final architecture meets client business needs and maintains alignment with nCino core product development direction- Assist in future communication, training structure, etc. to establish a repeatable process for onboarding additional Enterprise Bank Implementation Consultants. Train on methodology including streamlining, simplification and automation of tasks
August 2016 - May 2020
As a Technical Solution Architect my role is to help facilitate the implementation of a Enterprise Client with the backing of a SI partner and guiding the Bank with nCino Best Practices for how to use the system.Other responsibilities include:- Organizing and maintaining the SDLC (Software Design Lifecycle) for the Customer Success Department.- Mentoring other colleagues to facility new Solution Architects- Working closely with the development team to help ensure feature requests or bugs found by SI or Bank are brought back to development.- Build Accelerators to enhance a feature or increase efficiency in the implementation of nCino.
January 2015 - August 2016
Salesforce.com Implementation Consultant works in tandem with Project Manager and Business Analyst while implementing the nCino solution on the Salesforce.com platform Lead and/or contribute to all technical aspects of implementation projects Perform detailed analysis of technical requirements during sales cycle Implement Salesforce.com security including roles, profiles, sharing rules, workflows and groups.Create custom objects, fields and edit page layoutsCreate Workflow and Approval ProcessesCreate dashboards and reportsLoad or export data via the Apex Data Loader and other tools- Development of Customer Health and Project Management Application with full Data structure and User Interface. With the Maintainability of Both Applications- Customization and Configuration of Credit Memos for Clients. (HTML, CSS, JS Knockout)- Various Different Development Projects to enhance user experience in the nCino Application.- Development of various Configuration Applications to give the PSO team be more efficient with implementations of clients.- Small or large projects related to current or current implementation of clients for projects that require more detail and construction of a unique process or application.
May 2014 - January 2015
Maintain a Customer Based Relationship while helping customer maintain a clean and functioning software package on the Salesforce Platform.Custom Code Visual Force Pages with Controllers.Create Custom Objects.Configure and Customize the Salesforce platform.
February 2014 - May 2014
- Training material preparation and manual updates pre-training.- Pre-rollout Org QA/testing using test scripts to get fresh eyes on an org before rolling it out to a customer.- Building out Knowledgebase on nCino features.- Transferring/Linking/Repurposing SFDC Success resources into our Knowledgebase- Assisting in Project Administrators; take notes on calls.- Data Integration template building and methodology/training content development.- Design Customer Support Console framework in SFDC.- Design and Extend capabilities of Netsuite Advance Project platform.- Perform various administrative responsibilities.
Salesforce Managed Package
Ruby Gems Created