Senior BSA-Salesforce

Remote in ND, SD or MN

Senior Business Systems Analyst (BSA) – Salesforce

Our client, a growing financial institution, is seeking a Salesforce professional to serve as the strategic business and platform lead for their Salesforce environment. Salesforce is a growing and evolving platform within the organization, 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. The team is 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 organization'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:

• Salesforce Platform Leadership: Serve as the primary Salesforce BSA and functional platform lead for the organization'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 organization'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