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, and Salesforce support partners to ensure successful delivery of enhancements, issue resolution, and strategic initiatives.
- Release & Change Management: Coordinate platform enhancements, testing activities, user acceptance testing (UAT), release planning, and deployment activities to ensure successful implementation of new functionality.
- Training & Documentation: Develop and maintain business requirements, process documentation, user guides, and training materials that support adoption and effective platform utilization.
- Continuous Improvement & Innovation: Stay current on Salesforce releases, features, and industry trends. Proactively identify opportunities to improve business processes, data quality, automation, and platform utilization.
- Advanced Platform Support: Serve as the escalation point for complex Salesforce issues, troubleshooting and resolving advanced administrative requests, system defects, and technical bottlenecks. Perform root cause analysis and implement sustainable solutions that minimize business disruption and improve platform performance.
- Data Governance & Security: Support data governance, security, and data quality initiatives by ensuring Salesforce solutions align with established controls, policies, regulatory requirements, and best practices.
Education & Experience
- Bachelor's degree in Business, Information Systems, Computer Science, Finance, Analytics, or a related field, or an equivalent combination of education and relevant experience.
- Five or more years of hands-on experience administering, configuring, and enhancing Salesforce environments.
- Three or more years of experience gathering business requirements, analyzing business processes, and designing Salesforce solutions.
- Demonstrated experience configuring Salesforce functionality including security, automation, custom objects, page layouts, workflows, reports, dashboards, and third-party integrations.
- Experience facilitating stakeholder discussions, requirements workshops, process mapping, and fit-gap analysis to identify and implement business solutions.
- Proven ability to translate complex business requirements into scalable Salesforce solutions that improve operational efficiency and user experience.
- Strong analytical and problem-solving skills with the ability to identify root causes, evaluate alternatives, and implement effective solutions.
- Experience leading cross-functional initiatives and collaborating with business stakeholders, IT teams, vendors, and external partners.
- Excellent communication, organizational, and relationship-management skills with the ability to manage multiple priorities and influence stakeholders across the organization.
Preferred
- Banking or financial services industry experience strongly preferred, including experience supporting customer relationship management, sales pipeline management, referral tracking, customer onboarding, and service workflows.
- Salesforce Financial Services Cloud, Sales Cloud, and/or Service Cloud experience preferred.
- Salesforce Certified Administrator, Advanced Administrator, Business Analyst, or Platform App Builder certifications preferred.
Software Requirements
- Salesforce platform, including Financial Services Cloud, Sales Cloud, Service Cloud, reporting, dashboards, automation, security administration, and configuration capabilities.
- Microsoft 365 suite (Outlook, Excel, Word, PowerPoint, Teams, SharePoint).
- Core banking system for reference and validation of customer, account, and relationship data in the platform.
- Web based vendor and system administration portals as required.
We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including:
- Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage
- Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage
- Health Savings Account
- Life Insurance for the employee and family
- Paid Vacation and Sick Time
- Retirement Plan Options
- Additional Perks and Benefits
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor’s degree in Business, Information Systems, Computer Science, Finance, Analytics, or a related field, or an equivalent combination of education and relevant experience
- Five or more years of hands-on experience administering, configuring, and enhancing Salesforce environments
- Three or more years of experience gathering business requirements, analyzing business processes, and designing Salesforce solutions
- Experience configuring Salesforce security, automation, custom objects, page layouts, workflows, reports, dashboards, and third-party integrations
- Experience facilitating stakeholder discussions, requirements workshops, process mapping, and fit-gap analysis
- Ability to translate complex business requirements into scalable Salesforce solutions
- Strong analytical and problem-solving skills, including root-cause analysis and evaluation of alternatives
- Experience leading cross-functional initiatives and collaborating with stakeholders, IT teams, vendors, and external partners
- Excellent communication, organizational, and relationship-management skills with the ability to manage multiple priorities and influence stakeholders
- Banking or financial services industry experience, including customer relationship management, sales pipeline management, referral tracking, onboarding, or service workflows
- Experience with Salesforce Financial Services Cloud, Sales Cloud, and/or Service Cloud
- Salesforce Certified Administrator, Advanced Administrator, Business Analyst, or Platform App Builder certification
What We Do
As a state-chartered bank, Dacotah Bank provides banking, insurance, mortgage, and trust services to customers who enjoy existing financial relationships with us. We also market these services to prospective customers residing in or doing business from our defined trade area. Dacotah Bank's trade area includes all of North Dakota; all of South Dakota; the following counties in western Minnesota: Becker, Big Stone, Chippewa, Clay, Clearwater, Cottonwood, Douglas, Grant, Jackson, Kandiyohi, Kittson, Lac qui Parle, Lincoln, Lyon, Mahnomen, Marshall, Murray, Nobles, Norman, Otter Tail, Pennington, Pipestone, Polk, Pope, Red Lake, Redwood, Renville, Rock, Stevens, Swift, Traverse, Wilkin and Yellow Medicine; the following counties in Iowa: Lyon and Osceola; and the counties in Montana, Wyoming and Nebraska that are adjacent to North Dakota and South Dakota. On November 10, 2004, employees, stockholders, and customers observed the 40th Anniversary of Dacotah Banks, Inc. (DBI). That same year, the Aberdeen-based bank holding company, owner of a family of community banks and insurance agencies, passed the $1 billion assets mark. Today, the company's banking assets exceed $2 billion. With locations in dozens of hometowns in North Dakota, South Dakota, and Minnesota, the firm employs over 500 employees and serves over 60,000 customers, Dacotah Bank is also one of America’s largest lenders to agriculture and consistently ranks in the top 20.
