Sales Process Transformation Analyst

Sequoia Financial Group; Akron (OH); Presencial; USD 85.000 - 110.000; Jornada completa

Descripción de la vacante

Sequoia Financial Group is seeking a Business Analyst to design, implement, and adopt a standardized sales process across the organization. You will bridge business stakeholders and technical teams, ensuring Salesforce becomes the single source of truth for prospect and client activity.

The role focuses on documenting current state, defining future-state processes, gathering requirements, and ensuring a consistent lifecycle from Lead through Opportunity and ongoing relationship management.

Formación

• 5–7 years of Business Analyst experience or similar.
• Experience gathering and documenting business requirements.
• Strong understanding of lead management and CRM best practices.
• Experience creating process maps and workflows.
• Excellent communication and stakeholder management.

Responsabilidades

• Lead Sales Process Transformation across the organization.
• Document current and future-state workflows from Lead to Opportunity.
• Gather requirements and translate to functional specifications.
• Define KPI and dashboard data requirements for CRM tracking.
• Create and execute test plans and support deployments.

Conocimientos

Lead management

CRM best practices

Stakeholder management

Process mapping

Strong communication

Workshop facilitation

Salesforce expertise

Herramientas

Salesforce CRM

Descripción del empleo

Sequoia Financial Group is seeking a Business Analyst to design, implement, and adopt a standardized sales process across the organization. You will bridge business stakeholders and technical teams, ensuring Salesforce becomes the single source of truth for prospect and client activity.

The role focuses on documenting current state, defining future-state processes, gathering requirements, and ensuring a consistent lifecycle from Lead through Opportunity and ongoing relationship management.