Business Systems Analyst

Description

We are looking for a Business Systems Administrator to support and enhance the technology platforms that power a growing investment advisory firm in the East Bay. This role centers on administering Salesforce and a portfolio of business applications while partnering with teams across the organization to improve workflows, strengthen system controls, and resolve day-to-day technology issues. The ideal candidate brings hands-on experience managing SaaS platforms, a practical approach to automation, and the ability to turn business needs into reliable, user-friendly solutions.

Responsibilities:

Oversee daily administration of Salesforce, including configuration of objects, fields, user roles, permissions, reports, dashboards, and workflow automation.

Provide timely troubleshooting and user support for Salesforce and other firm applications, ensuring employees can work efficiently across departments.

Maintain and support key business platforms such as Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and related tools.

Manage user provisioning, security settings, application access, and routine system upkeep to maintain stable and compliant operations.

Partner with software vendors and external IT resources to investigate issues, coordinate resolutions, and improve platform performance.

Analyze current business processes, identify inefficiencies, and implement technology-driven improvements that reduce manual effort.

Build, test, and maintain Salesforce Flows and other automations to streamline operations and support scalable business processes.

Assist with system integrations, data transfers, upgrades, testing efforts, and broader technology initiatives across the firm.

Create and maintain clear documentation for systems, procedures, integrations, and recurring administrative tasks while supporting onboarding, offboarding, access reviews, and security-related activities.

Requirements

Bachelor's degree or equivalent experience in business systems, technology administration, or a related field.
At least 3 years of experience in Salesforce administration, business application support, or a similar systems-focused role.
Demonstrated experience configuring Salesforce, including hands-on work with Flow and core administrative functions.
Background administering SaaS platforms in a business environment.
Strong analytical and troubleshooting skills with the ability to translate operational needs into practical system solutions.
Effective written and verbal communication skills, with the ability to document processes clearly and work collaboratively across teams.
Highly organized, with the ability to manage multiple priorities independently.
Experience in wealth management, investment advisory, or financial services environments is preferred, and Salesforce Administrator certification is a plus.

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