Lead, Salesforce & Automation Systems

Brown & Brown; Ohio; On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, 


Retirement/401k options

Paid Time Off & Holidays

Employee discounts

Job summary

Brown & Brown is seeking a strategic and hands-on Manager to lead the Business Systems & Automation team. You will oversee Salesforce Administrators and support initiatives using Microsoft tools such as Power BI and Power Automate.

You will collaborate with stakeholders to design scalable tech-driven processes, ensure data integrity and security, and drive automation across the organization.

Qualifications

• Must have proven experience managing Salesforce and/or Microsoft-based business systems.
• Strong understanding of process design, automation, and stakeholder engagement.
• Experience leading technical teams and cross-functional projects.
• Excellent communication and problem-solving skills.
• Familiarity with AI adoption strategies is a plus.
• Bachelor’s degree in Information Systems, Business Administration, or related field.
• Salesforce (Admin or Advanced Admin certification preferred).
• Microsoft Power Platform (Power BI, Power Automate).

Responsibilities

• Lead and mentor a team of Salesforce Administrators, ensuring alignment with business goals and professional development.
• Partner with internal stakeholders to gather requirements and translate business needs into scalable technology solutions.
• Drive process improvement initiatives using Salesforce and Microsoft tools (Power BI, Power Automate, etc.).
• Collaborate with the Internal Project Manager, Solutions Delivery Manager, and AI Strategy & Adoption Manager to support rollout of strategic technology initiatives.
• Develop and maintain documentation for systems, processes, and workflows.
• Ensure data integrity, system security, and compliance with internal policies.
• Monitor performance metrics and continuously optimize system usage and automation.

Skills

Team leadership

Process design

Stakeholder engagement

Communication

AI adoption familiarity

Education

Bachelors in Information Systems

Bachelors in Business Administration

Tools

Salesforce

Power BI

Power Automate

Job description

Brown & Brown is seeking a strategic and hands-on Manager to lead the Business Systems & Automation team. You will oversee Salesforce Administrators and support initiatives using Microsoft tools such as Power BI and Power Automate.

You will collaborate with stakeholders to design scalable tech-driven processes, ensure data integrity and security, and drive automation across the organization.