The Sales Engineer & Onboarding Consultant role involves working with the Direct Sales Team, Product, and Professional Services to provide customized environments to help address prospect scenarios during the sales process. The position requires 2 years of full-time Salesforce Administration or Implementation experience and a Bachelor’s Degree.
Requirements
- 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 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
- Load or export data via the Apex Data Loader and other tools
- Lead training webinars for internal nCino to explain recent release functionality, demonstration environment configuration and behavior.
- Maintain training materials for new hires to help get them 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
Benefits
- Equal employment opportunities
- Reasonable accommodations for persons with disabilities