Salesforce nCino Manager/Principal at West Monroe (Chicago, IL)

| Chicago
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Ready to thrive in the next step on your career journey?

West Monroe is currently seeking a Manager (or Principal) to join our Customer Solutions practice in Chicago. The Manager will be responsible for leading project teams who are focused on gathering requirements, designing solutions, and implementing configurations on the Salesforce platform.  The Manager also develops methodology and best practices with the national Customer Solutions practice team, and actively leads / participates in Customer Solutions business development opportunities, practice development initiatives, as well as helping to develop our Next Generation of Leaders.  

Responsibilities:

Client Delivery

  • Serve as Project Manager for several key clients responsible for day to day operations on one or more projects.
  • Communicate and report project status to client leadership and IT management, including budget, risks and general business issues
  • Report budget and track project finances
  • Mentor and manage teams of Junior Consultants to be able to keep project on time as well as review work done by the team.
  • Understand CRM technologies being used on a project to be able to direct how to design, develop, test, and implement a technical implementation project
  • Quickly respond to client requests for immediate issues while also being able to drive projects to completion
  • Analyze each client's specific request and determine the underlying problem and recommend proper solutions
  • On larger engagements, be able to work with larger management teams and determine independencies between the WMP project and other initiatives
  • On smaller engagements, be able to work hands on in creating deliverables which could include strategy, design, development, testing application and delivering training

People and Practice Development

  • Identify strengths and issues; drive and develop better behavior to create strong consultants
  • Participate actively in the recruiting process for other consultants
  • Drive the development and enhancement of WMP’s methodologies and approaches to client delivery and provide thought leadership for internal practice development
  • Coach and manage other consultants and participate actively in the performance expectation process

Business Development

  • Participate in business development with prospective clients including solution definition, pre-sales, estimating, negotiating and project planning
  • Present solutions and proposals to clients and prospects
  • Create work plans, pricing estimates, and risk assessments for prospects
  • Actively build a professional network and affiliate network in the local community
  • Participate in key client relationships and growing those accounts within Customer Experience practice and cross selling to other areas within WMP

Other Responsibilities

  • Manage client relationships and meet with clients to determine business and functional requirements
  • Assist clients in modernizing and transforming their business in areas such as Sales Effectiveness, Service Excellence, Loan Origination, Online Banking/Portal, and other key processes
  • Lead teams in performing configuration and customization of Salesforce or the nCino platform, including templates and best practices specific to Financial Services clients
  • Participate in and/or lead efforts to develop and execute testing, training and documentation
  • Facilitate effective change management programs within the client organization including creating and administering communication plans to promote end-user adoption
  • Act as a user advocate to ensure overall system usability and adoption

Qualifications:

  • 6+ years of experience working for a consulting firm or within the Financial Services industry leading people and projects
  • Experienced candidates must have at least 2-3 years of experience working with the Salesforce and/or nCino platform
  • Experience in leading and delivering end to end solution which could include strategy, design, development, testing and training
  • Candidates will be considered for depth on other CRM packages (Microsoft CRM, SAP CRM, SalesLogix, Oracle On-Demand , and the like)
  • Excellent organizational, verbal, presentation/facilitation and written communication skills
  • Ability to work well with people including project stakeholders and project team members
  • Proactive desire to continue to broaden and deepen business and consulting skills
  • Ability to work both independently and within a team environment backed up by strong communication skills
  • Ability to travel between 30% to 50% (when it is safe to do so)

Ready to get started? Join our team and make an impact.

At West Monroe, our people are our business.

We pride ourselves on bringing a different mindset to consulting—and that takes a different approach: highly collaborative, flexible, and tenacious.

Our people-first culture is core to our identity. It’s something we care about, and something we strive to enrich and preserve. No hierarchies. No siloes. No egos. Just smart ideas, unique perspectives, and the drive to make an impact for our clients.

We also know that the best outcomes for both our people and our clients result from including diverse perspectives at the table. That’s why inclusion & diversity is one of our core values.

Every day our clients rely on us to help them tackle their greatest challenges, by strategically deploying technology through a business-focused and industry-specific lens. We bring together both the right knowledge and the right approach, so that they can capitalize on opportunities and deliver real results. That takes the right team. And that’s where you come in.

West Monroe Partners is an Equal Employment Opportunity Employer 
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about inclusion and diversity at West Monroe, visit www.westmonroe.com/inclusion.

If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here. 

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • ScalaLanguages
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Backbone.jsFrameworks
    • Node.jsFrameworks
    • SpringFrameworks
    • AccessDatabases

Location

Chicago is our headquarters, our largest office, and where it all started. Located in the Loop, you’ll find representation across all practices and industries. As our first office, Chicago remains one of the firm’s main hubs for technology and innovation, relying on top talent from the area.

An Insider's view of West Monroe

How do you collaborate with other teams in the company?

West Monroe's collaborative culture allows you to grow professionally by working across practices, industries and offices - all while creating value for the client.

Kirsten

Director, Mergers & Acquisitions

What makes someone successful on your team?

If you refuse to shy away from a challenge and enjoy working with an intelligent group of people that genuinely care about those around them, your success will be imminent at West Monroe.

Adam

Senior Manager, Technology

What are West Monroe Perks + Benefits

West Monroe Benefits Overview

Choosing where to build your career is an important decision. Should you choose to build it with West Monroe, we take that commitment seriously.

We believe that when people get the support they need to thrive, they care more, do more, and achieve more. In fact, that’s our whole business strategy. So we strive to provide a total rewards model that illustrates our commitment to our people and their growth, creating value today, tomorrow, and well into the future. We invest in you through an attractive package of rewards that promotes your health and well-being, your financial future, your development, and your satisfaction and enjoyment at work.

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Our Chiefs Program allows any employee to create a CXO (Chief “Something” Officer) role that is outside of their daily client service role such as Chief Outdoor Officer or Chief Snack Officer.
Open door policy
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity Employee Resource Groups
West Monroe has six ERGs: Black Employee Network, Interfaith, Pan-Asian Network, SOMOS, WMPride, and Women's Leadership Network.
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Recreational Clubs
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available
Paid industry certifications

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