Director of Salesforce / CRM Technology

OverviewWe are seeking a strategic and results-driven Senior Vice President (SVP), Salesforce nCino Platform Owner to lead the vision, governance, and execution of our enterprise Salesforce and nCino ecosystem. This executive will own the platform roadmap, drive digital transformation across lending and banking operations, and ensure alignment between business objectives and technology delivery.The SVP will act as the ultimate accountable leader for platform performance, scalability, regulatory compliance, and innovation across commercial, small business, and retail banking lines.Key ResponsibilitiesPlatform Ownership & StrategyDefine and execute the enterprise roadmap for Salesforce and nCino platforms aligned to business growth and digital strategyServe as the executive owner of platform governance, scalability, performance, and lifecycle managementDrive adoption of platform capabilities across lending, onboarding, underwriting, and servicingBusiness & Technology AlignmentPartner with executive leadership across Lending, Credit, Risk, Operations, and Compliance to translate business priorities into platform solutionsAct as the primary liaison between business stakeholders and technology delivery teamsEnsure solutions support regulatory requirements (e.g., KYC, AML, audit readiness)Delivery Oversight & ExecutionOversee end-to-end delivery including architecture, integrations, data migration, and release managementLead large-scale transformation programs including core system integrations and digital lending initiativesEnsure successful execution using Agile and DevOps best practices (e.g., CI/CD, automated testing)Platform Governance & Risk ManagementEstablish governance frameworks including design standards, security controls, and change managementEnsure data integrity, platform security, and compliance with internal and external regulationsManage platform risk, audit findings, and remediation effortsVendor & Ecosystem ManagementOwn relationships with strategic partners including Salesforce, nCino, and system integratorsEvaluate and manage third-party tools (e.g., Copado, MuleSoft, data platforms)Negotiate contracts and oversee vendor performance and SLAsLeadership & Team DevelopmentBuild and lead high-performing teams across product management, engineering, architecture, QA, and supportEstablish a product-centric operating model with clear ownership and accountabilityMentor senior leaders and drive a culture of innovation and continuous improvementQualifications15+ years of experience in technology leadership, with significant experience in financial services or banking7+ years of experience with Salesforce, including deep knowledge of nCino Bank Operating SystemProven experience owning enterprise platforms at a director, VP, or SVP levelStrong understanding of lending processes (commercial, consumer, SBA) and banking operationsExperience with integrations (e.g., APIs, middleware such as MuleSoft), data migration, and cloud architectureDemonstrated success leading large-scale digital transformation initiativesFamiliarity with DevOps tools such as Copado or similar release management platformsPreferred ExperienceExperience with Financial Services Cloud (FSC) and other Salesforce industry cloudsKnowledge of core banking systems (e.g., Jack Henry, FIS, Fiserv)Experience with regulatory and compliance frameworks in bankingMBA or advanced degree preferredKey CompetenciesExecutive leadership and stakeholder influenceStrategic thinking and platform visionOperational excellence and delivery disciplineRisk management and regulatory awarenessStrong communication and decision-making skillsSuccess MetricsPlatform adoption and user satisfactionTime-to-market for new features and enhancementsSystem performance, uptime, and scalabilityRegulatory compliance and audit outcomesROI on platform investments