Salesforce Administrator I

Who We Are

We have the fundamental belief that we, as an organization, can and will improve lives. Rooted in the centuries-old credit union philosophy of people helping people, we maintain a simple premise. Those we interact with will receive equal and just treatment, devoid of intolerance, false judgment, racism, or discrimination of any kind. We must not accept less if we are to fulfill our mission, "We Improve Lives." This mission empowers us to serve the greater good and to make a difference in our world. Our cooperative structure creates a cycle of mutual assistance towards the common goal of the financial well-being of members.

At Black Hills Federal Credit Union (BHFCU), we're committed to improving the lives of our members every day, and we look for people who share that passion. Don't have a ton of financial industry experience? No problem. Our onboarding includes an orientation program with ongoing training to help staff further their career at BHFCU by building on their existing strengths.

General Purpose: The Salesforce Administrator for our Credit Union is responsible for analyzing, designing, testing, implementing, and maintaining Salesforce applications and systems that are critical to the operation of our financial institution. This role will work closely with business stakeholders, IT personnel, and vendors to ensure the efficient and effective use of technology to meet the needs of our Credit Union.

Essential Duties/Responsibilities:

Level I

• Maintain basic Salesforce Administration tasks such as user management, onboarding, and data management.
• Handle basic configuration such as creating fields, updating page layouts, building dashboards and reports.
• Assist with support to Salesforce users, addressing issues and answering questions related to the platform and managing the support channel.
• Monitor and assist in driving user adoption.
• Determine operational feasibility by evaluating requirements, analyzing problem definitions, and proposing solutions.
• Research and analysis of business change opportunities to support management decisions and innovative ideas.
• Maintain Comprehensive documentation related to Salesforce configurations, processes, and procedures.

Level II - Expected to perform all duties above, in addition to:

• Configuration changes including (but not limited to): Flow, assignments rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, custom settings, and building dashboards and reports.
• Understand both the current set-up and our business objectives, to quickly identify areas of improvement.
• Effective communication both internally and with other departments/stakeholders, prioritization and managing all aspects of a Salesforce project.
• Ability to translate technical information into layman's terms, clearly explaining design options and their potential impact.
• Sandbox environment management.

Senior Salesforce Administrator - Expected to perform all duties above, in addition to:

• Provide insight and guidance into overall Salesforce information architectures and designs.
• Understand basics of triggers/Apex code knowledge.
• DevOps/release management experience.
• Mentor Salesforce Administrators through software project lifecycles and security.
• Advise the Salesforce Manager on project prioritization, as needed.
• Lead training, share skills and knowledge, and provide work directions to Salesforce team members.
• Ensure the development of efficient and performant applications adhering to appropriate architecture design principles.
• Support deployment and post-implementation testing/validation of configuration changes and program releases.
• Offer constructive feedback to junior administrators to support their professional development and promote best administrative practices.
• Gather necessary information from vendors, provide advice on software licensing, recommend purchases, and oversee testing and approvals for new products.

Other Duties/Responsibilities:

• Maintain and promote the highest standards of information security and privacy policies in accordance with Black Hills FCU's security guidelines.
• Serve as back-up support to maintain and administer parameters, defaults, and system settings within the Credit Union's software applications.
• Coordinate vendors and vendor relationships to maintain a positive working relationship that benefits the Credit Union and ensures reliable, high-quality service.
• Lead or co-lead development projects in a timely manner, adhering to internal standards of the Software Development Lifecycle (SDLC). Use various project development methods if warranted. Communicate effectively with interested parties.
• Maintain and improve existing applications, providing direction to ensure that applications are kept up-to-date with supported and current technologies.
• Provide exceptional front-line support to end users throughout the organization.
• Expand knowledge and proficiency to maintain capabilities to develop and support systems as technologies evolve.
• Stay up-to-date on Salesforce.com releases, features, and best practices.
• Perform other duties as assigned by the Salesforce Manager.

Job Knowledge:

Level I - Basic Knowledge


Level II - Proficient Knowledge


Senior - Expert Knowledge

• Knowledge of modern principles and practices of technology, systems integration, and project management.
• Knowledge of business English, spelling, grammar, composition, and arithmetic.
• Knowledge of Credit Union rules, products, services, regulations, and procedures.
• Knowledge of Credit Union philosophies, practices, policies, and interrelated functions.
• Knowledge of project management standards and practices.
• Knowledge of the Credit Union's core system, Salesforce, and various other Salesforce application integrations.
• A strong technological knowledge and understanding as to how the digital products interact collectively and with other systems in the BHFCU environment.
• Knowledge of project management standards and practices.

Job Qualifications (Skills):

BHFCU is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following list outlines the physical considerations that are normally encountered in this job.

• Vision: A sighted person to read and interpret data.
• Speech/Hearing: Ability to communicate verbally and in writing with staff and vendors.
• Manual Dexterity: Ability to perform necessary computer-related input.
• Physical Mobility: Some physical mobility required. Ability to travel for meetings, travel to other offices, and the ability to work flexible hours.

Job Qualifications (Ability):

• Ability to think strategically and coordinate agreement with appropriate staff within the Credit Union.
• Ability to lead teams through projects.
• A strong ability to communicate with all levels of staff, stakeholders, vendors, and project teams.
• Maintain updated knowledge of Credit Union rules, products, services, regulations and procedures.

Level I -

• Ability to understand and follow complex written and oral instructions.
• Ability to comprehend complex functions and procedures and to be able to disseminate that knowledge in a clear and understandable format to others.
• Ability to express oneself, clearly and concisely, both orally and in writing.
• Ability to prepare and maintain confidential records and reports.
• Ability to handle daily routine with moderate freedom to read and act upon various situations.
• Ability to prioritize duties, handle multiple tasks, and produce a high volume of work in a timely manner that is accurate and of high quality.
• Ability to rapidly adapt and respond to changes in environment and priorities and elicit cooperation from all levels of staff and management.
• Ability to work collaboratively with technical and non-technical stakeholders, including business analysts, developers, and vendors.
• Strong attention to detail and ability to manage multiple tasks simultaneously.
• Ability to work independently with minimal supervision.

Level II-Senior - Expected to have all abilities listed above, in addition to:

• Ability to gather, assemble, correlate, and analyze facts and develop solutions.
• Ability to forward think and identify opportunities to leverage new technologies to support the strategic initiatives of the Credit Union.
• Ability to recognize potential problems and recommend solutions in a timely manner.
• Ability to lead team members effectively in the absence of formal leadership.
• Ability to take complete ownership and responsibility for assigned projects and applications.
• Ability to perform advanced functions/requests within Salesforce, in addition to individually assigned applications.

Job Qualifications (Education/Experience):

All positions require a four-year college level of language, math and reasoning skills. Bachelor's degree in business, Computer Science, or Information Systems is preferred.

Qualified individuals will have an interest in technology and strong critical thinking skills. Experience with Salesforce platform capabilities is required, experience with financial related systems is preferred. Salesforce certifications are strongly preferred but not required.


Level I -

• 0-2 years of experience in Salesforce or in an IT related role.
• Basic knowledge of Salesforce platform capabilities.
• Ability to work independently and as part of a team.
• Understanding of software principles and tools, including testing.
• Experience implementing Salesforce configuration changes, is preferred.

Level II - Expected to meet all the experience requirements above, in addition to:

• 2-5 years of experience in Salesforce or in an IT related role.
• Proficient knowledge of Salesforce platform.
• Experience problem-solving complex and diverse issues impacting multiple functional areas.
• Experience in formal project management, actively overseeing and contributing to the entire project lifecycle from initiation to completion.
• Experience in collaborating with vendors and cross-functional departments throughout the software development lifecycle, including improvement, adoption, and enhancement initiatives.
• Salesforce and other relevant software certifications and training.

Senior - Expected to meet all the experience requirements above, in addition to:

• 5+ years of experience in Salesforce applications.
• Experience leading and managing teams and vendor relationships.
• Completed relevant certifications/education pathways and considered a master of Salesforce, in addition to any other individually assigned applications.
• Experience in leading teams through the implementation, upgrade, and testing of new application features and updates.

Working Conditions:

Material and Equipment Involved

• Personal Computer
• Credit Union Computer Systems / Internet
• Signature Pads
• Tablet and Mobile Devices
• Video Recording Devices
• Projectors and Screens
• Various Software Applications
• Salesforce
• Presentation Aids

Work Environment/Physical Activities

Occasional travel to one of BHFCU's branch locations or attendance at community events may be required.

This position is remote work eligible under certain circumstances.


This position has the option of a hybrid work schedule. An assessment of the remote work environment must be completed prior to a remote work plan being developed.

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise.

Mental and/or Emotional Requirements

Must be able to perform job functions with supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic mathematical calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on confidential matters.

Notice: This job description is not intended to be, nor should it be construed as, a contract or guarantee of employment. Black Hills Federal Credit Union adheres to all federal and state labor laws regarding termination and probationary periods. This position is also subject to all the personnel policies of Black Hills Federal Credit Union. Changes may be made to this job description at any time by the President. Black Hills Federal Credit Union is an equal opportunity employer.

Black Hills Federal Credit Union is an equal opportunity employer. All applicants will receive consideration without regard to age, race, color, sex, sexual orientation, genetic information, religion, national origin, disability, veteran status, or any other status or condition protected by state or federal law. BHFCU will provide reasonable accommodation to qualified persons with a disability but who are otherwise able to perform the essential functions of the job.