Senior Salesforce Solutions Consultant – Financial Services
Itero Group
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Benefits offered by this job
Job summary
Itero Group is looking for a Salesforce Solutions Consultant with a strong Financial Services background to join our team in Sterling, VA. You will partner with executives, business leaders, and technical teams to drive CRM strategy and digital transformation on the Salesforce platform, translating objectives into scalable solutions.
Ideal candidates bring 5+ years of Salesforce consulting and 3+ years in Financial Services, with a track record of client workshops, executive presentations, and
Qualifications
- 5+ years Salesforce consulting experience.
- 3+ years supporting Financial Services organizations.
- Experience leading client-facing workshops and executive presentations.
- Strong understanding of CRM strategy and customer journey design.
- Experience in regulated environments preferred.
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.
Skills
Education
Tools
Job description
Itero Group is looking for a Salesforce Solutions Consultant with a strong Financial Services background to join our team in Sterling, VA. You will partner with executives, business leaders, and technical teams to drive CRM strategy and digital transformation on the Salesforce platform, translating objectives into scalable solutions.
Ideal candidates bring 5+ years of Salesforce consulting and 3+ years in Financial Services, with a track record of client workshops, executive presentations, and
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