Live opening · Posted 8 days ago
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About Us
Lakeworth Digital is a boutique technology consulting firm specializing in Salesforce implementations for banks and financial services clients. With over 15 years and 50+ consultants in our Salesforce practice, we partner with leading banking institutions to deliver transformative digital solutions. We're growing our nCino practice and looking for an experienced Implementation Specialist to help our clients modernize their lending operations.
About the Role
We're seeking an nCino Implementation Specialist with deep Salesforce and nCino expertise to design, configure, and deliver Loan Origination System (LOS) solutions for our banking clients. You'll work directly with client stakeholders to translate business requirements into scalable nCino configurations, while serving as a technical and functional subject matter expert across engagements.
What You'll Do
Configure LOS features in nCino with minimal direction, from requirements through deployment
Perform proofs of concept (POCs) and product demos to support sales cycles and client evaluations
Query and navigate the nCino data model to support configuration, reporting, and troubleshooting
Apply nCino functional and technical best practices across implementations
Design, develop, and test Salesforce Flows of moderate to advanced complexity, following platform best practices
Produce professional, detailed solution documentation (functional specs, configuration workbooks, test plans, etc.)
Collaborate with project managers, business analysts, and fellow consultants to keep implementations on scope, budget, and timeline
Advise clients on banking business processes and workflows, aligning nCino capabilities to real-world lending operations
Troubleshoot and resolve configuration issues throughout the implementation lifecycle
What You Bring
5+ years of experience as a Salesforce Advanced Admin, 2+ years as an nCino Advanced Admin
Prior consulting or professional services experience
In-depth, hands-on experience configuring nCino LOS features
Strong working knowledge of the nCino data model, including querying and navigation
Solid understanding of banking practices and lending business process flows
Proficiency designing, building, and testing Salesforce Flows (moderate to advanced)
Excellent customer facing communication skills, with experience producing detailed documentation
Ability to work independently and manage competing priorities across client engagements
Nice to Have
nCino Certified Implementation Specialist or other nCino certifications
Salesforce certifications (Advanced Administrator, Platform App Builder, etc.)
Experience with Salesforce Financial Services Cloud (FSC)
Why Join Lakeworth Digital
Work with top-tier banking clients located in US on high-impact digital transformation projects
Join a growing nCino and AI practice with real advancement opportunities
Collaborative, expert team culture with deep Salesforce and financial services experience
Competitive compensation and benefits, remote working flexibility.
Work arrangement
No
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