Salesforce Business Systems Analyst

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. 

Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C

Description:

Brown Advisory’s Information Technology group is seeking a proactive, internal client-focused individual to serve as a Business Systems Analyst for a subsidiary within the firm. This role is designed to be the single point of contact for all technology-related coordination, including Salesforce customization, collaboration with shared technical resources, and hands-on testing and implementation of changes.

The individual will work closely with stakeholders to document business and system goals, prepare business and technical requirements, liaise with internal and external technology partners, and be accountable for successful solutions delivery. The ideal candidate is a strong communicator, highly organized, and comfortable working independently in a fast-paced, entrepreneurial environment.

Key Responsibilities and Duties:

• Serve as the primary liaison to a business unit, coordinating technology-related initiatives and Salesforce enhancements.

• Collaborate with stakeholders to understand business processes, pain points, and strategic goals.

• Translate business requirements into functional and technical specifications for Salesforce and other systems.

• Customize Salesforce objects, fields, workflows, automation (e.g., Flow), and integrations.

• Coordinate with internal IT teams and vendors to implement changes and resolve issues.

• Manage and execute testing and deployment activities to ensure high performance and functionality.

• Log and manage user feedback using Agile tools such as Jira, Confluence, and ServiceNow.

• Provide hands-on support and training to end users.

• Recommend enhancements and new features based on evolving business needs and Salesforce updates.

• Partner effectively with a broad range of teams, including business leaders, delivery teams and external partners, to drive business success.

• Advocate for the business units’ needs within the broader organization, ensuring alignment with enterprise standards.

Desired Qualifications:

• 5+ years' experience working with business units within a large financial services firm, preferably in the investment management industry.

• 5+ years of experience in business analysis, including demonstrated success in owning and delivering business process improvements.

• 5+ years of demonstrable hands-on experience working with the Salesforce Sales Cloud, Service Cloud, or Financial Services Cloud.

• Demonstrable hands-on experience with third-party integrations, AppExchange tools, and data migration tools.

• Ability to work with Agile teams and tools such as Jira, Confluence, and ServiceNow.

• Ability to test solutions, provide hands-on support, and train end users.

• Ability to analyze complex business problems and develop effective solutions.

• Ability to work on cross-functional teams and manage stakeholder relationships.

• Ability to navigate ambiguity and driving clarity in evolving environments.

• Ability to work independently and manage multiple priorities.

• Excellent communication and interpersonal skills.

• Strong problem-solving and analytical skills.

• Highly self-motivated and directed.

• Possess keen attention to detail.

MD Salary: $115-$140K. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

DC Salary: $126.5-$154K. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

MA Salary: $126.5-$154K. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

NY Salary: $138-$168K. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.
•    Medical
•    Dental
•    Vision
•    Wellness program participation incentive
•    Financial wellness program
•    Fitness event fee reimbursement
•    Gym membership discounts
•    Colleague Assistance Program
•    Telemedicine Program (for those enrolled in Medical)
•    Adoption Benefits
•    Daycare late pick-up fee reimbursement
•    Basic Life & Accidental Death & Dismemberment Insurance
•    Voluntary Life & Accidental Death & Dismemberment Insurance
•    Short Term Disability
•    Paid parental leave
•    Group Long Term Disability
•    Pet Insurance
•    401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.