Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?
Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide.
From the very start, we have been an award-winning organization. We’ve won dozens of Best Places to Work awards — including Seattle Business Magazine’s Best Companies to Work for 15 years in a row — to multiple national and regional Community Impact awards. We pride ourselves in our culture and giving back to our community.
We are industry leaders and pioneers in financial well-being with a focus on helping our clients align their wealth, passions, and purpose so they can pursue a happier, healthier, and more fulfilling life.
Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we’re now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets. Every teammate has a path to ownership in the firm.
We are looking for a talented Sr Salesforce Business Analyst to join our technology team to collaborate with our different lines of business to solve business problems using Salesforce. As a critical member of the technology team, team, you will have a direct impact on client-facing and operational roles of the organization.
Take our Values in Action Self-Assessment to see how our values align!
Your Role:Serve as the technical leader and Salesforce subject matter expert for Salesforce projectsDefine and work within all aspects of project delivery from requirements gathering, solution definition & design, implementation, and training/change managementCommunicate effectively between technical and business stakeholders and manage multiple priorities and deadlinesRecommend Salesforce configuration changes including (but not limited to) Flows, Custom Fields, Page layouts, Record types, Custom Settings, Permission Groups/Sets, and more.Coach and mentor technical and non-technical team members, e.g. business analysts, developers, data analysts Manage the flow of data from Salesforce to our data warehouse and data visualization tools
Your Experience:Minimum of 4 years of relevant experience in Salesforce Sales/Service cloud or Financial Services CloudStrong knowledge and experience implementing of Salesforce configuration, e.g. case management, Einstein Conversation Insights, and pipeline managementCollege degree, or equivalent experience required Self-motivated with a proven ability to work in a fast-paced, deadline oriented, evolving work environmentExperience with 3rd-party managed packages and integrations including Marketo, Conga Composter & Grid, Skuid, DocusignFamiliarity with integration middleware tools, e.g. Mulesoft, InformaticaThis role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.
Compensation$100,000 – 150,000 per year
Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.
Our Company
Our #OneTeam feels a sense of connection, pride, and ownership with our mission, vision, values, and objectives. We are committed to building a business where 100% of our team members genuinely love where they work and are supported by their colleagues. We do this through building authentic relationships with one another, supporting each other to continuously learn and grow, working hard while having lots of fun, and giving back to our community.
We are a team founded on equity and respect, and we’re on a mission to help our clients, teammates, and global community thrive. Brighton Jones is committed to building a team comprised of diverse backgrounds, ideas, and experiences. We actively foster a compassionate and inclusive culture, one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential.
To the right individual, we offer very competitive compensation, benefits package, and rewarding career opportunities. If you’ve been reading this job description thinking to yourself, this is the place for me, include in your cover letter why you’re excited to join our growing #OneTeam and be sure to describe how the opportunity aligns with your career objectives.
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.
What to expect in the hiring process
1. Values in Action Self-Assessment - at Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into behaviors and part of the application process includes completing a brief self-assessment on our Values in Action.
2. Initial Interview - this 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.
3. Role Alignment - next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.
4. Full Loop - you’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening for examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.
5. Personal Reference Calls - in this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.
6. What’s Next - interviewing is time consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.