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. At Sequoia, our core values are :
- Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
- Passion . We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
- Teamwork. We subordinate our egos to work together for the benefit of our clients.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.
This role oversees all aspects of the Salesforce platform, including user management, security, and integration with third-party applications. The candidate will manage sandbox environments, support platform enhancements, and provide Tier 3 technical support. Additionally, they will plan and manage Salesforce release cycles and oversee other applications like Quip and Box. Required skills include strong Salesforce product knowledge and at least 5 years of Salesforce Administration experience.
Responsibilities
Salesforce Platform Oversight
Oversee all aspects of the Salesforce platform, including user management, security, roles / profiles, system settings, connected applications and more.Serve as the subject matter expert on the Salesforce platform, staying up to date on the latest features and functionality.Manage all Salesforce sandbox and development environments, ensuring proper configuration and usage.Support the integration and management of third-party applications and connections from vendors such as DocuSign, Envestnet Tamarac, Schwab, Fidelity, and more.Supervise consultants and independent contractors working within the Salesforce platform, ensuring adherence to security protocols and technical project management standards.Collaborate with Technology team members to review, implement, and maintain Salesforce enhancements as defined by the technology roadmap.Develop and oversee the automation strategy within the Salesforce platform, including the implementation of new automation processes.Manage the creation and maintenance of standard Salesforce Lightning reports and dashboards to support business needs.Provide Tier 3 technical support, addressing complex issues and ensuring platform stability and performance.Conduct regular system audits and prepare for Salesforce releases, ensuring minimal disruption and optimal performance.Assist with the development of training and documentation for end-users to maximize platform adoption and efficiency.Monitor and optimize Salesforce performance, identifying and resolving issues proactively.Ensure compliance with data privacy regulations and internal policies, maintaining data integrity and security.Support delivery of integration between Sequoia and newly acquired firms for CRM, data, systems and workflow as neededRelease Management
Plan and manage Salesforce release cycles, including scheduling, coordinating, and overseeing all aspects of the release process in conjunction with the Project Management OfficeCollaborate with development and Project Management Office teams to ensure smooth and timely releases.Develop and maintain release management documentation, including release notes, deployment plans, and rollback procedures.Continuously improve release management processes to enhance efficiency and reduce risk.Other Responsibilities
Assist with the oversight, contract management and administration of other applications Sequoia uses such as Quip, Box, Docusign and more.Participate in the development and support of analytics and reporting projectsRequirements
Required Skills / Experience
Strong Salesforce product knowledge and at least 5 years' of Salesforce Administration.Certified Salesforce AdministratorPreferred Skills / Experience
Strong Salesforce product knowledge and at least 7 years' of Salesforce Administration.Hands-on experience with Financial Services cloudAdditional Salesforce certifications (Advanced Administrator, Platform App Builder)Bachelor's / Postgraduate degree, or professional qualificationCompetencies
Proactive and positive approach to platform enhancementsDesigning scalable, best practice solutionsExcellent relationship building skillsAbility to liaise with stakeholders at all levelsTranslating requirements into technical solutionsAbility to create clear & concise technical documentationDevOps / release management experience
