Salesforce Solutions Architect

Itero Group is a Women-Owned Small Business focused on simplifying complex transformations. We empower clients in the private and government sectors to become more optimized, digitally enabled, and data-driven organizations through our comprehensive business consulting and innovative delivery solutions. Our dedicated team members are experienced thought leaders, tenacious workers, and creative thinkers who are passionate about being catalysts for change.

About the role

Itero Group is seeking an experienced Salesforce Solutions Consultant with a strong background in Financial Services to join our team supporting enterprise clients. This role is ideal for a consultative professional who can partner with executive stakeholders, business leaders, and technical teams to drive CRM strategy and digital transformation initiatives leveraging the Salesforce platform. The ideal candidate brings a blend of functional consulting expertise, Salesforce solution design experience, and industry knowledge across banking, wealth management, insurance, lending, or capital markets.

Responsibilities

• Client Consulting & Advisory
  • Serve as a trusted advisor to financial services clients throughout the project lifecycle.
  • Lead discovery sessions, requirements workshops, and stakeholder interviews.
  • Analyze current-state business processes and recommend Salesforce-based solutions.
  • Translate business objectives into functional and technical requirements.
  • Present recommendations and solution strategies to executive leadership and business stakeholders.
• Solution Design
  • Design scalable Salesforce solutions utilizing platform best practices.
  • Develop user stories, process flows, functional specifications, and solution documentation.
  • Recommend and design solutions utilizing:
    • Sales Cloud
    • Service Cloud
    • Data Cloud (preferred)
    • CRM Analytics (preferred)
  • Partner closely with Salesforce Architects and Developers throughout implementation efforts.
• Financial Services Expertise
  • Apply industry knowledge to support business processes including:
    • Client onboarding
    • Know Your Customer (KYC)
    • Anti-Money Laundering (AML)
    • Commercial Banking
    • Wealth Management
    • Lending and Capital Markets
• Project Delivery
  • Support Agile software delivery practices.
  • Participate in sprint planning, backlog refinement, solution reviews, and demonstrations.
  • Facilitate User Acceptance Testing (UAT).
  • Provide post-production optimization and continuous improvement recommendations.

Requirements

• 5+ years of Salesforce consulting experience.
• 3+ years supporting Financial Services organizations.
• Experience leading client-facing workshops and executive presentations.
• Experience delivering enterprise Salesforce implementations.
• Strong understanding of CRM strategy and customer journey design.
• Experience working within highly regulated environments preferred.

Skills

• Required Technical Skills
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Flow Automation
  • Lightning Experience
  • Reports & Dashboards
  • Security Model
  • Profiles
  • Permission Sets
• Preferred Technical Skills
  • Salesforce Data Cloud
  • CRM Analytics
  • Experience Cloud
  • OmniStudio
  • Marketing Cloud
  • MuleSoft
  • Salesforce AI / Agentforce
• Required Professional Skills
  • Strong client-facing consulting experience
  • Executive-level communication and presentation skills
  • Business requirements gathering
  • Business process mapping
  • Salesforce solution design
  • Functional documentation
  • Agile methodologies
  • Stakeholder management
  • Change management
  • Workshop facilitation
  • Analytical problem-solving skills

Qualifications

• Bachelor's degree in one of the following preferred:
  • Information Systems
  • Business
  • Finance
  • Computer Science
  • Related discipline
• Preferred Certifications
  • Salesforce Certified Administrator
  • Salesforce Business Analyst
  • Salesforce Advanced Administrator
  • Salesforce Sales Cloud Consultant
  • Salesforce Service Cloud Consultant
  • Salesforce Financial Services Cloud Accredited Professional
  • Salesforce AI Associate
  • Salesforce Platform App Builder

What Success Looks Like

• Build trusted relationships with executive stakeholders.
• Lead digital transformation initiatives for Financial Services clients.
• Design scalable Salesforce solutions aligned to business objectives.
• Improve operational efficiency and customer experience.
• Bridge business and technical teams throughout the implementation lifecycle.

Benefits

• Health & Wellness: Medical (BC-BS), dental, and vision plans.
• Paid Time Off: Generous PTO, paid holidays, and increasing PTO based on years of service.
• Retirement Savings: 401(k) plan with company match and auto-enrollment.
• Company-Paid Coverage: Short-term and long-term disability, life insurance, and AD&D insurance.
• Additional Options: Voluntary benefits including pet insurance and student loan assistance up to $1,000 annually.
• Perks: FSAs, HSAs, wellness programs, and more to enhance your work-life balance.

Location: Sterling, VA (Hybrid – 2-3 days onsite) | Duration: Direct Hire / Full-Time