Senior BSA Salesforce

Salesforce Professional

Dacotah Bank is seeking a Salesforce professional to serve as the strategic business and platform lead for our Salesforce environment. Salesforce is a growing and evolving platform within the bank, creating a unique opportunity for someone who enjoys building solutions, improving business processes, and helping shape the future direction of a critical technology platform. This is more than a traditional Salesforce Administrator role.

We are looking for someone who can partner with business leaders, challenge assumptions, identify opportunities for improvement, and recommend practical solutions that create measurable value. The ideal candidate combines strong Salesforce expertise with business analysis skills and a genuine curiosity to learn how the organization operates. In this role, you will work across multiple business units to improve processes related to customer relationships, referrals, service, onboarding, sales activity, and operational visibility.

You'll be responsible for gathering requirements, configuring Salesforce, building reports and dashboards, supporting users, improving data quality, coordinating enhancements, and helping shape the long-term strategy and vision for the platform. Banking experience is helpful, but just as important is the ability to think critically, communicate effectively, and recommend solutions that balance business needs with platform best practices. If you enjoy solving problems, building relationships, and helping an organization get the most from Salesforce, we'd love to talk with you.

Job Summary The Senior Business Systems Analyst (BSA) – Salesforce serves as the strategic business and platform lead for the Bank's Salesforce ecosystem. This role partners with business units, IT, vendors, and Salesforce operations teams to analyze business needs, optimize processes, and design scalable Salesforce solutions that support organizational goals. The Senior BSA acts as a trusted advisor rather than an order taker, leveraging Salesforce expertise, banking knowledge, and business analysis skills to challenge assumptions, identify opportunities for improvement, and recommend best-practice solutions.

This position is responsible for requirements gathering, process analysis, solution design, platform governance, and Salesforce configuration while ensuring the platform delivers maximum value to the organization.

Essential Functions Employees must be able to perform the essential functions of this position satisfactorily or make a request for reasonable accommodation as needed.

Salesforce Platform Leadership:
Serve as the primary Salesforce BSA and functional platform lead for the Bank's Salesforce ecosystem, ensuring platform capabilities align with strategic objectives, business processes, and user needs.

Business Analysis & Requirements Management:
Partner with business stakeholders to gather, analyze, document, and prioritize business requirements. Translate business needs into scalable Salesforce solutions and actionable system requirements.

Process Design & Optimization:
Facilitate process mapping and workflow analysis for sales, service, referral, onboarding, and relationship management processes. Identify inefficiencies and recommend improvements that increase productivity, adoption, and customer experience.

Solution Design & Configuration:
Design, configure, and maintain Salesforce solutions including automation, security, custom objects, page layouts, workflows, reports, dashboards, and third-party integrations. Build solutions whenever practical while leveraging Salesforce best practices.

Fit-Gap Analysis & Strategic Advisory:
Evaluate business requirements against Salesforce capabilities and recommend optimal solutions. Challenge incomplete, inefficient, or incorrect requests and provide alternative approaches that better support business objectives.

Subject Matter Expertise:
Serve as the Bank's internal Salesforce expert, providing guidance on platform capabilities, solution design, governance, best practices, and Financial Services Cloud functionality.

Cross-Functional Partnership:
Collaborate with business units, IT, vendors,…