Senior Salesforce Business Analyst at Brightonjones

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! What You’ll Do: • 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 What You Bring: • 5+ years of hands-on Salesforce experience (Sales Cloud, Service Cloud, and/or Financial Services Cloud), with bachelor’s degree • Salesforce certifications (e.g. Administrator, Business Analyst) preferred or expected within the first year • 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 • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility You’ll Thrive Here If: • You prefer having responsibility for projects, rather than solely focusing on requirements gathering or managing case queues • You are an autonomous operator with high visibility and accountability • You care deeply about data quality, platform scalability, and long-term maintainability • You enjoy partnering across teams and turning ambiguity into action • You’re energized by working across teams and seeing your work directly impact operations and outcomes Compensation: • Targeted base salary range is $105,000 - $140,000 per year. Ownership & Financial Wellbeing • 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 Time & Flexibility • 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 Growth & Development • 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 Connection & Community • Quarterly team-building events • Regular social events • Employee-led book clubs, committees, and affinity groups Family & Milestones • 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 Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.    We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.   Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.   To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.    Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.