Salesforce Business Systems Analyst

Brown Advisory•Boston, MA

38d

About The Position

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.

Requirements

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.

Responsibilities

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.