Sales Process Transformation Analyst – Salesforce
Listed on 2026-11-05
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Business
CRM Systems & Management
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
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This posting is for the Sales Process Transformation Analyst – Salesforce role at Sequoia Financial Group, based in Montrose, OH, United States.
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