Business Analyst PMO

Position overview

Sales process transformation

• Define and document current- and future-state workflows for a consistent prospective-client lifecycle from Lead onward.
• Partner with advisors and business leaders to build scalable, repeatable processes aligned with firm objectives.
• Identify process gaps and recommend improvements to adoption, visibility, and reporting accuracy.

Analysis, dashboards, and implementation

• Gather requirements through stakeholder interviews, workshops, and discovery sessions; translate needs into functional requirements, process maps, user stories, and acceptance criteria.
• Collaborate with technical teams to align solutions with business objectives and document business processes.
• Translate sales methodology into measurable dashboard data requirements and user stories; define stage-gate adherence and time-in-stage KPIs.
• Specify CRM tracking to automatically record when sales representatives skip critical process milestones.
• Create and execute test plans and UAT, validate enhancements before deployment, and support releases, implementation, and post-launch stabilization.

Required skills and experience

• 5–7 years of Business Analyst or Business Systems Analyst experience.
• Experience gathering and documenting business requirements; creating process maps and workflow documentation.
• Strong understanding of lead management, sales pipeline management, and CRM best practices.
• Excellent communication and stakeholder management skills; experience facilitating workshops and working with cross-functional teams.

Preferred skills and experience

• Wealth management, financial services, RIA, or advisor platform experience is preferred.
• Three or more years supporting Salesforce CRM initiatives is preferred.
• Compliance-driven business process and organizational change management experience are preferred.
• Agile and/or Scrum experience is preferred.

Competencies

About Sequoia