Salesforce Solutions Architect

Itero Group • Sterling, VA

5d • Hybrid

About The Position

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. This individual will play a key role in translating business objectives into scalable Salesforce solutions while serving as a trusted advisor throughout the engagement lifecycle.

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.
• Salesforce Sales Cloud
• Salesforce Service Cloud
• Salesforce Flow Automation
• Lightning Experience
• Reports & Dashboards
• Security Model
• Profiles
• Permission Sets
• 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

Nice To Haves

• Salesforce Data Cloud
• CRM Analytics
• Experience Cloud
• OmniStudio
• Marketing Cloud
• MuleSoft
• Salesforce AI / Agentforce
• Bachelor's degree in one of the following preferred: Information Systems, Business, Finance, Computer Science, Related discipline
• One or more of the following certifications is strongly preferred: 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

Responsibilities

• 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.
• 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.
• 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.
• 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.

Benefits

• Medical (BC-BS), dental, and vision plans
• Generous PTO
• Paid holidays
• Increasing PTO based on years of service
• 401(k) plan with company match and auto-enrollment
• Short-term and long-term disability
• Life insurance
• AD&D insurance
• Voluntary benefits including pet insurance
• Student loan assistance up to $1,000 annually
• FSAs
• HSAs
• Wellness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Senior