Senior Salesforce Business Analyst
About The Position
Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Brighton Jones is seeking a Senior Salesforce Business Analyst to play a critical role in scaling and modernizing our Salesforce platform and the integrated applications. This role partners across all areas of the firm to deliver impactful solutions that support client experience, workflows, and firm growth. You will have meaningful ownership over Salesforce solution design during a period of active platform evolution, including document generation modernization, UI simplification, and data quality improvements. This is an individual contributor role, reporting to the Senior Director, Data & Systems. Take our Values in Action Self-Assessment to see how our values align!
Requirements
- 5+ years of hands-on Salesforce experience (Sales Cloud, Service Cloud, and/or Financial Services Cloud), with bachelor’s degree
- Strong expertise in Salesforce configuration and functional solution design
- Experience supporting complex, cross-functional business processes in a TPM capacity
- Hands‑on capability building LWC for targeted UI needs
- Experience with Salesforce integrations such as DocuSign, Skuid, Conga, or similar tools
- Ability to manage multiple priorities in a fast-moving environment
Nice To Haves
- Salesforce certifications (e.g. Administrator, Business Analyst) preferred or expected within the first year
Responsibilities
- Serve as a functional lead and Salesforce and integrated application SME
- Translate business needs into scalable Salesforce solutions from requirements through deployment
- Design, implement and modernize Salesforce configurations including Flows, objects, fields, record types, page layouts, and permissions
- Partner with stakeholders to lead solution walkthroughs, UAT, and change management
- Support major initiatives such as DocuSign migration, Skuid (Nintex) deprecation, and platform optimization
- Identify platform risks, technical debt, and opportunities for process improvement
- Mentor teammates and promote Salesforce best practices firmwide
Benefits
- Fully paid medical, dental, and vision coverage for employees
- 401(k) with 100% match up to 3% of annual compensation
- Equity ownership opportunities for every employee
- New Business Incentive Program
- Generous employee referral bonus
- Cell phone data reimbursement
- Financial planning services discount for employees and immediate family members
- Minimum 3 weeks PTO starting Day 1
- Winter Break, Summer Friday flex-days, and 10 paid holidays
- Unlimited Volunteer Time Off plus company grant matching
- Heavily subsidized transit
- 100% reimbursement for required training, certifications, licensing, and dues
- Personal career development plans
- Richer Life Business Partner (coaching for all employees)
- Mindful Emotional & Social Intelligence training
- Annual professional & personal wellbeing stipend
- Quarterly team-building events
- Regular social events
- Employee-led book clubs, committees, and affinity groups
- Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
- Adoption benefits
- Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
