Brown Advisory · 2 hours ago
Salesforce Business Systems Analyst
Washington, DC
Full-time
Hybrid
Senior Level
$115K/yr - $140K/yr
5+ years expBrown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Business Systems Analyst will serve as the primary liaison for technology-related initiatives and Salesforce enhancements, documenting business goals and requirements while coordinating with various stakeholders and teams.
Asset ManagementFinancial ServicesVenture CapitalWealth Management
No H1B
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
Qualification
Required
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
Ability to work in our Baltimore, Washington DC, Boston or New York office three days a week
Ability to travel to our Baltimore and or New York office 20% of the time
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization
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)
Company
Brown Advisory
Brown Advisory is an independent investment management and strategic advisory firm.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Michael D. Hankin
Co-CEO and Partner
John Chapoton
Partner and Strategic Advisor
Recent News
2025-10-26
Company data provided by crunchbase