Sales Process Transformation Analyst – Salesforce

First Roles

Montrose (OH)

On-site

USD 90,000 - 120,000

Full time

3 days ago

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Job summary

Sequoia Financial Group is seeking a Business Analyst to lead the design, implementation, and adoption of a standardized sales process using Salesforce. The role combines business analysis with CRM expertise, documenting current and future-state processes, and ensuring a consistent lifecycle from Lead to Opportunity and ongoing relationship management.

The successful candidate will bridge business stakeholders, process owners, and technical teams, helping transform Salesforce into the single

Qualifications

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.

Responsibilities

Lead design, implementation, and adoption of a standardized sales process across the organization.
Document current and future-state workflows and requirements.
Collaborate with stakeholders and technical teams to ensure solutions align with business objectives.
Translate business needs into functional requirements and acceptance criteria.
Develop dashboards and KPIs to measure sales effectiveness and compliance.