Business Analyst PMO
About The Position
Sequoia Financial Group is seeking a Business Analyst to lead the design, implementation, and adoption of a standardized sales process across the organization. The role combines business analysis skills with Salesforce expertise and focuses on documenting current-state processes, defining future-state business processes, gathering requirements, documenting workflows, and ensuring client acquisition activity follows a consistent lifecycle from Lead through Opportunity and ongoing relationship management. The Business Analyst will serve as a bridge between business stakeholders, process owners, and technical teams, helping make Salesforce the single source of truth for prospect and client activity. The role also defines dashboard data requirements and compliance KPIs, supports CRM tracking specifications, and contributes to testing, release planning, implementation, and post-launch stabilization.
Requirements
- 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.
Nice To Haves
- Experience in wealth management, financial services, RIA, or advisor platforms.
- 3+ years supporting Salesforce CRM initiatives.
- Experience with compliance-driven business processes.
- Experience leading organizational change management initiatives.
- Agile and/or Scrum experience.
Responsibilities
- Define and document current- and future-state workflows, ensuring prospective client activity begins as a Lead and progresses through a consistent lifecycle.
- Partner with advisors and business leaders to create scalable, repeatable processes aligned with firm objectives.
- Identify process gaps and recommend improvements to adoption, visibility, and reporting accuracy.
- 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.
- Translate a standard sales methodology into measurable dashboard data requirements and user stories.
- Define compliance KPIs, including Stage Gate Adherence and Time-in-Stage thresholds.
- Author functional specifications for CRM tracking mechanisms that automatically log when sales representatives skip critical process milestones.
- Create and execute test plans and user acceptance testing (UAT).
- Validate system enhancements and process updates before deployment.
- Support release planning, implementation activities, and post-launch stabilization.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
