Senior Salesforce Business Analyst
Brighton Jones, Seattle, WA, United States
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.
#J-18808-Ljbffr
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.
#J-18808-Ljbffr