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