Job Description
Job Description
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.
Summary of the Position
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 the growth of the organization 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 all members of the Technology team which has responsibility for technology strategy and execution, end user support, and technology training. This is a unique opportunity to be a part of a growing organization and department with the ability to define and build a career at Sequoia. This role ideally will be located in any of Sequoia locations or remote work is a possibility as well.
Responsibilities
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, this may include support for infrastructure related request as well ( Cisco / Webex, laptops, Microsoft 360)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 & management for all users. Ensure that the proper data points are collected for any corresponding 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 requestedCollaborate 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 requestedCreate, maintain and rotate integration certificates & secrets as needed to maintain proper security standardsAssist with the oversight, contract management and administration of other applications Sequoia uses such as Quip, Box, Docusign and more.Take advantage of Salesforce training materials to stay up-to-date in terms of new product features and capabilities. Setup / implement new features as appropriateAssist with the creation of training and documentation for end-users to maximize platform adoption and efficiency.Required Skills / Experience
Bachelor’s degree required (Technology or Business Administration preferred), Masters preferredSalesforce Administrator certification requiredPrior experience managing projects as primary project managerPrior experience working with medium to large datasets3-5 years Technology support experienceResearch and issue resolution
Advanced understanding of SQL queriesAdvanced Excel skills (VLOOKUP, XLOOKUP, SUMIFS, pivot tables, tables, etc)Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)Preferred Skills / Experience
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 ProgrammingCompetencies
Strong communication skillsAbility to work within a team-based environmentAbility to think criticallyAttention to detailIndependent problem solvingTranslating requirements into technical solutionsAbility to pivotWillingness to learnExcellent documentation skills, written and verbalStrong leadership, organization, and communication skills