Job description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. • Passion . We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. • Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. Summary of the Position We are seeking a Business Analyst to lead the design, implementation, and adoption of a standardized sales process across the organization. The ideal candidate will combine strong business analysis skills with Salesforce expertise. This role will focus on documenting current state, defining future-state business processes, gathering requirements, documenting workflows, and ensuring all client acquisition activity follows a consistent lifecycle from Lead through Opportunity and ongoing relationship management. The successful candidate will act as the bridge between business stakeholders, process owners and technical teams, helping transform Salesforce into the single source of truth for prospect and client activity. Responsibilities Sales Process Transformation • Define and document current and future-state workflows, ensuring all prospective client activity begins as a Lead and progresses through a consistent/standard lifecycle process. • Partner with advisors and business leaders to create scalable, repeatable processes that align with firm objectives. • Identify process gaps and recommend improvements to increase adoption, visibility, and reporting accuracy. Business Analysis & Requirements Gathering • Conduct stakeholder interviews, workshops, and discovery sessions to gather business requirements. • Translate business needs into functional requirements, process maps, user stories, and acceptance criteria. • Document current-state and future-state workflows and business processes. • Collaborate with technical teams to ensure solutions align with business objectives. Analytic Dashboard Requirements & KPI Definition • Translate a standard sales methodology (into concrete, measurable dashboard data requirements and user stories. • Defined compliance KPIs such as "Stage Gate Adherence" (ensuring mandatory fields are filled before progressing a deal) and "Time-in-Stage" thresholds. • Authored functional specifications for CRM tracking mechanisms to automatically log when sales reps skip critical process milestones Testing & Implementation • Create and execute test plans and user acceptance testing (UAT). • Validate system enhancements and process updates prior to deployment. • Support release planning, implementation activities, and post-launch stabilization. Required Skills/Experience • 5-7 years of Business Analyst or Business Systems Analyst experience. • Experience gathering and documenting business requirements. • Strong understanding of lead management, sales pipeline management, and CRM best practices. • Experience creating process maps, workflow documentation, and business requirements. • Excellent communication and stakeholder management skills. • Experience facilitating workshops and working with cross-functional teams. Preferred Skills/Experience • Wealth management, financial services, RIA, or advisor platform experience. • 3+ years supporting Salesforce CRM initiatives. • Experience with compliance-driven business processes. • Experience leading organizational change management initiatives. • Agile and/or Scrum experience. Competencies • Works well within fast paced team environment • Excellent organizational and time-management skills • Strong written and verbal communication • Self-starter to independently work on projects

Requirements

Must-haves

Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
Passion . We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
Teamwork. We subordinate our egos to work together for the benefit of our clients.
Summary of the Position
The successful candidate will act as the bridge between business stakeholders, process owners and technical teams, helping transform Salesforce into the single source of truth for prospect and client activity.
Sales Process Transformation
Define and document current and future-state workflows, ensuring all prospective client activity begins as a Lead and progresses through a consistent/standard lifecycle process.
Partner with advisors and business leaders to create scalable, repeatable processes that align with firm objectives.
Identify process gaps and recommend improvements to increase adoption, visibility, and reporting accuracy.
Business Analysis & Requirements Gathering
Conduct stakeholder interviews, workshops, and discovery sessions to gather business requirements.
Translate business needs into functional requirements, process maps, user stories, and acceptance criteria.
Document current-state and future-state workflows and business processes.
Collaborate with technical teams to ensure solutions align with business objectives.
Analytic Dashboard Requirements & KPI Definition
Translate a standard sales methodology (into concrete, measurable dashboard data requirements and user stories.
Defined compliance KPIs such as "Stage Gate Adherence" (ensuring mandatory fields are filled before progressing a deal) and "Time-in-Stage" thresholds.
Authored functional specifications for CRM tracking mechanisms to automatically log when sales reps skip critical process milestones
Testing & Implementation
Create and execute test plans and user acceptance testing (UAT).
Validate system enhancements and process updates prior to deployment.
Support release planning, implementation activities, and post-launch stabilization.
Required Skills/Experience

Nice-to-haves

Preferred Skills/Experience

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

goagilescrum

Platform: adp-workforce-now
Effort: medium