Application Engineer

Overview

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. Our core values are:
Integrity, Passion, Teamwork.

Our promise to team members is that you will grow with us. This role is part of a growing organization and department with the ability to define and build a career s position can be located in any Sequoia location or remotely.

We seek a motivated, self-starting, passionate team player to join our firm in the role of Sequoia Application Engineer III. This is a new position created in response to growth and will report to the Business Applications Department Leader and focus on designing, developing and deploying Salesforce-focused solutions based on the technology roadmap. The Sequoia Application Engineer III will work in close collaboration with the Technology team which handles technology strategy and execution, end user support, and technology training.

• Learn, improve and maintain data model in Salesforce. Develop a deep understanding of core Salesforce objects, functionality, and user personas.
• Provide tier 2 escalation support for Technology support cases submitted via Salesforce, including infrastructure-related requests (Cisco/Webex, laptops, Microsoft 365).
• Participate in technology department roadmap projects pertaining to data including reporting, integration, or migration of data.
• Assist the Project Management Office with the creation of appropriate business requirements for various enhancement projects.
• Assist in the design of tools (spreadsheets or software) to create efficiencies in data collection and management for all users. Ensure proper data points are collected for reporting requirements.
• Assist with vendor management by participating in regular meetings and serving as a system administrator for connected platforms. Support data integrations, user management, feature configurations and other responsibilities as requested.
• Collaborate with consultants as needed to develop solutions for enhancements or support requests. Ensure proper use of resources based on the contract.
• Create, maintain and refresh Salesforce sandbox environments as requested.
• Create, maintain and rotate integration certificates and secrets as needed to maintain proper security standards.
• Assist with the oversight, contract management and administration of other applications Sequoia uses such as Quip, Box, Docusign and more.
• Stay up-to-date with Salesforce training materials and implement new features as appropriate.
• Assist with the creation of training and documentation for end-users to maximize platform adoption and efficiency.

• Bachelor’s degree required (Technology or Business Administration preferred), Masters preferred
• Salesforce Administrator certification required
• Prior experience managing projects as primary project manager
• Prior experience working with medium to large datasets
• 3-5 years technology support experience
• Advanced understanding of SQL queries
• Advanced Excel skills (VLOOKUP, XLOOKUP, SUMIFS, pivot tables, etc)
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)

• Other Salesforce certifications (Advanced Administrator, Platform App Builder... etc, or to be obtained within 6 months of hire)
• Knowledge of programmatic concepts including APIs & Object Oriented Programming

• Strong communication skills
• Ability to work within a team-based environment
• Ability to think critically
• Attention to detail
• Independent problem solving
• Translating requirements into technical solutions
• Ability to pivot
• Willingness to learn
• Excellent documentation skills, written and verbal
• Strong leadership, organization, and communication skills

• Mid-Senior level

• Full-time

• Engineering and Information Technology