Summary
Overview
Work History
Education
Skills
Websites
HOW I CAN HELP VERIFIABLE
Timeline
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Josh Bowman

Senior Product Manager
Wilmington

Summary

Senior Product Manager with 10 years on the Salesforce platform turning regulated, document-heavy workflows into successful features. Experience leading cross-functional Implementation, UX, and Engineering teams to deliver product. Skilled in task management systems, building salesforce based workflows, and pragmatic APIs that agents can call.

Overview

10
10
years of professional experience

Work History

Senior Product Manager – Document Platform & Salesforce Workflow Products

nCino, Inc.
12.2023 - Current
  • Locate & File (Gen-AI) - Allows users to file documents 3.5× faster, with 1/2 the clicks, and 0 navigation. I built the prototype and live POC, then rallied Platform AI, UX, and engineering through an early-adopter program to take it GA.
  • Priority Manager – Unified tasks, covenants, and documents in one workspace; users can manually upload files 5x faster with 0 page navigation, shaving days off long-term monitoring and origination through an improved UI.
  • Document Manager (flagship module) – Consolidated services, simplified data model, added accessibility, WCAG, and international updates; now serves thousands of daily users.
  • Owned roadmap and delivery for four cross-functional Scrum teams; instituted a 'Why Steeping' ceremony to increase engineering team understanding and ownership.

Product Manager – Document Workflows

nCino, Inc.
03.2019 - 11.2023
  • Delivered four major releases of Document Manager, scaling to five additional regions.
  • Launched a granular Salesforce permission framework, persona-based permissions that satisfy auditors, integrations, and keep the UX friction-free.
  • Managed full product lifecycle, from ideation through post-launch support, ensuring consistent quality control measures were in place.
  • DocMan REST API Suite – Re-architected legacy SOAP services into Salesforce REST endpoints, consumed in the front-end workflow application, reducing ongoing support tickets by 30%.

Senior Enterprise Support Engineer

nCino, Inc.
06.2015 - 03.2019
  • Consulted with our largest clients, and provided workflow solutions for daily business operations.
  • Identified product gaps and delivered insights to Product and Engineering.
  • Designed the initial Support Engineering onboarding curriculum and trained over 45 Support Engineers, Customer Success Managers, and Implementation Consultants.
  • Led training sessions for internal staff members, boosting their technical knowledge and skills in key areas of expertise.
  • Authored multiple 'gold-standard' implementation guides, upgrade playbooks, and performed Lightning migration projects.

Education

Bachelor of Arts - Communication Studies - Marketing And Film

University of North Carolina Wilmington
Wilmington, United States
05.2001 -

Skills

  • Salesforce Platform Workflow: LWC, Screen/Record-Triggered Flows, Approval Processes, Permission-Set Architecture, Data Model & Migrations
  • Salesforce Platform Admin & Integration: Feature Management, Org Configuration, Named Credentials & External Services, Integrations, Packaging
  • Cross-Functional Team Leadership
  • API-First Product Strategy
  • Gen-AI & Document Management Workflows
  • Regulatory Compliance (Banking ↔ Healthcare)

HOW I CAN HELP VERIFIABLE

  • Salesforce workflow → Agentic workflow (core strength): Ship simple Salesforce experiences that surface high-priority actions now (rules + APIs) and are pre-wired for agentic intelligent actions later (agent calls, function routing, feedback loops).
  • Regulated workflows & permissioning (banking → healthcare): Built loan-origination workflows with least-access permissioning, audit trails, and approval cadences; those same muscles map to healthcare credentialing - rapid verification, provider onboarding/“provisioning,” re-credential cycles, and continuous monitoring.
  • Motivate & drive action: Demo rituals, stakeholder reviews, and pilot programs that keep teams shipping and customers engaged.
  • Partner to Engineering leaders: Represent the customer and product vision clearly; translate regulatory pain into crisp requirements → co-design pragmatic APIs, task models, and Salesforce UX - making technical-debt trade-offs explicit while keeping the team shipping what truly solves the customer problem.
  • Cross-functional leadership: 6+ years partnering with Engineering, AI Platform, UX, Support, and Delivery - driving toward shared outcomes.

Timeline

Senior Product Manager – Document Platform & Salesforce Workflow Products

nCino, Inc.
12.2023 - Current

Product Manager – Document Workflows

nCino, Inc.
03.2019 - 11.2023

Senior Enterprise Support Engineer

nCino, Inc.
06.2015 - 03.2019

Bachelor of Arts - Communication Studies - Marketing And Film

University of North Carolina Wilmington
05.2001 -
Josh BowmanSenior Product Manager