Salesforce Business Systems Analyst​/Administrator

Overview

Brown Advisory is an independent investment management and strategic advisory firm focused on delivering first-class performance, strategic advice and client service. The firm serves individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries through a global team of equity owners.

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

The individual will work 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.

• 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 Service Now.
• 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.

• 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 hands-on experience with Salesforce Sales Cloud, Service Cloud, or Financial Services Cloud.
• Demonstrable hands-on experience with third-party integrations, App Exchange tools, and data migration tools.
• Ability to work with Agile teams and tools such as Jira, Confluence, and Service Now.
• 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 drive 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.
• Keen attention to detail.
• Ability to work in Baltimore, Washington DC, Boston or New York office three days a week.
• Ability to travel to Baltimore or New York offices about 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 (e.g., H-1B, O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Salary ranges vary by location and are commensurate with experience: MD $115-$140K; DC $126.5-$154K; MA $126.5-$154K; NY $138-$168K. All offers are contingent on experience and location and do not include bonuses or long-term incentives where applicable.

Brown Advisory offers a competitive compensation package with 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) with employer match

Equal Employment Opportunity Brown Advisory is an Equal Employment Opportunity Employer.