Sequoia Financial Group · 23 hours ago
Application Engineer
Akron, OH
Full-time
Hybrid
Mid Level
3+ years expSequoia Financial Group is a growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering financial planning and wealth management services. The Sequoia Application Engineer III will focus on designing, developing, and deploying Salesforce-focused solutions, collaborating closely with the Technology team to enhance data management and support technology strategy.
ConsultingFinancial ServicesWealth Management
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 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 & 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
Take advantage of Salesforce training materials to stay up-to-date in terms of new product features and capabilities. Setup/implement new features as appropriate
Assist with the creation of training and documentation for end-users to maximize platform adoption and efficiency
Qualification
Required
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
Research and issue resolution
Advanced understanding of SQL queries
Advanced Excel skills (VLOOKUP, XLOOKUP, SUMIFS, pivot tables, tables, etc)
Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Preferred
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
Company
Sequoia Financial Group
Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.
201-500 employees
H1B Sponsorship
Sequoia Financial Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
Funding
Current Stage
Growth StageTotal Funding
$200MKey Investors
Valeas Capital PartnersKudu Investment Management
2022-10-19Private Equity· $200M
2020-07-07Private Equity
Leadership Team
Thomas Haught
Chairman, CEO & President
Trevor R Chuna
Chief Technology Officer
Recent News
2025-10-15
Company data provided by crunchbase