Salesforce + nCino Product Manager

2 weeks ago

Munster, Indiana, United States Peoples Bank Full time

JOB SUMMARY

The Salesforce + nCino Product Manager is our technology leader to own, manage, and embrace the Salesforce +nCino platforms for our organization. The role defines and delivers the vision of the platforms and remains the point of contact for Salesforce + nCino strategic decisions, as well as a technical and business know-how to support multiple business lines of the organization.

DUTIES AND RESPONSIBILITIES

  • Act as the Product owner/manager for all Salesforce + nCino solutions, while identifying the weaknesses and strengths of the product and suggest and implement improvements
  • Ensure the roadmap aligns with the overall product and company vision
  • Manage the complete product lifecycle of new features from planning to completion for the products; including authoring roadmaps, business cases, user stories, and functional requirements.
  • Manage, configure, and extend the capabilities of the organization's customized platform
  • Ensure that the full features and benefits of a customized enterprise system built on Salesforce (including but not limited to CRM), nCino, and other related IT systems are maximized
  • Remain an expert on the market and trends to communicate the vision of the product to all stakeholders
  • Serve as the strategic interface and business relationship link with leadership for the purpose of business technology strategy development, solution discovery, and relationship management.
  • Manage budget, deliverables, schedule, and quality of the project, while collaborating with business unit managers and developers.
  • Monitor and respond to system changes, user feedback, and user requirements.
  • Monitor user adoption and work with business units to ensure that needs are met by platforms.
  • Oversee system changes, new releases, workflows, functions, and configurations without interruption to end users.
  • Coordinate vendors and business units on projects relating to changes, upgrades, and the implementation of new features; perform tests enhancements and documents system changes.
  • Review and document release notes and roadmaps, attend system related webinars, evaluate impact of changes on the platform, make recommendations, communicate enhancements, system maintenance, and outages.
  • Work with business units to identify new and creative opportunities to leverage the platform to support additional business processes or functions.
  • Research, recommend, and implement new processes or enhance existing processes to create and improve operational efficiencies.
  • Gather business requirements for the improvement or change initiative.
  • Ensure initiatives adhere to change and project management policies and standard practices. Facilitates change management activities and communicates possible solutions along with the risks associated. Coordinates and designs testing with internal and external stakeholders. Perform other duties and special projects as assigned.
  • Maintain a thorough knowledge of the platforms to ensure that the bank and customer needs are identified and met by making appropriate recommendations.
  • Maintain an expert level knowledge and serve as subject matter expert on systems, features and functions, best practices, procedures, agreements, enrollment forms, and associated risks.
  • Stay informed of new developments in Salesforce + nCino, and stay informed on new functionality offered by the regular system releases.
  • Attend applicable vendor conferences, user group meetings, and participate in periodic calls.
  • Develop understanding of how platform interfaces with Bank's host system and third-party applications.
  • Oversee education and advise Bank employees on Salesforce + nCino platform
  • Ensure users have a clear understanding of current features and enhancements to features
  • Assist with the development of training materials and platform documentation.


QUALIFICATIONS

  • Bachelor's degree in a Business or Technical Discipline (i.e., Computer Science and Information Services) required
  • 5+ Years of Product Owner/ Product Management experience.
  • 2+ years of experience with Salesforce required. Salesforce, Einstein Analytics and nCino certifications preferred.
  • 2+ years working in nCino preferred
  • Banking experienced preferred.
  • Expertise in Salesforce including: Financial Sales Cloud and Einstein Analytics preferred
  • Salesforce Certification preferred.
  • Proven track record for full lifecycle product management developing products from concept to delivery and post implementation
  • Ability to work collaboratively with diverse leaders, remain customer-focused, and have an excellent ability to communicate technical details to business users and technical teams
  • Must be a self-starter that is analytical, detailed and multitasked oriented, and possesses complex problem-solving abilities
  • Excellent with written and verbal communication, and strong interpersonal skills
  • Strong time management and organizational skills
  • Strong willingness for continuous learning and growth
  • Adaptable; able to embrace change and lead through influence
  • Ability to handle and prioritize a high level of administrative pressure

ABOUT US

For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey.

Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents.

At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn.

For more information on benefits visit the Careers page of our company website at

Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Equal Housing Lender/ Member FDIC


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