Manager of Business Systems & Automation

001 Brown & Brown, Inc; Ohio; Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown, Inc. seeks a strategic and hands-on Manager to lead our Business Systems & Automation team. You will oversee two Salesforce Administrators and partner with stakeholders to design scalable technology-driven processes using Salesforce and Microsoft tools.

You will mentor the team, drive automation initiatives, ensure data integrity, and support multiple strategic technology rollouts across the organization.

Qualifications

• 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 certification preferred.

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 the 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

Salesforce Admin

Power BI

Power Automate

Team leadership

Stakeholder mgmt

Education

Bachelor's degree in Information Systems, Business Administration, or related field

Tools

Salesforce

Microsoft Power Platform

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

About the role

This role is a strategic and hands‑on Manager who will lead our Business Systems & Automation team. This newly created role will oversee two of our Salesforce Administrators who also support broader technology initiatives using Microsoft tools such as Power BI and Power Automate. The Manager will collaborate with key internal stakeholders to design and implement technology‑driven processes that enhance consistency, efficiency, and scalability across the organization.

Essential Duties and Functions

• 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 the 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.

Other duties may be assigned.

Required

• 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).

Pay Range 85,000 - 100,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well‑being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
• Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role.

Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".

We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self‑starters and those who are committed to doing what is best for our customers.

Founded in 1939 as a small, two‑partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high‑performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates - not employees, and leaders - not managers. Everything we do is about the greater "WE" - never "me".

While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission - always doing what is best for our customers.

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies ("Recruiting Vendors"). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role.

Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors.

A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.