Strategic Salesforce Architect - Financial Services

Itero Group, LLC; Sterling (VA); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health & Wellness

Paid Time Off

401(k) Match

Disability & Life Insurance

Voluntary Benefits

FSAs/HSAs

Job summary

Itero Group seeks a Salesforce Solutions Consultant for Financial Services to partner with executive stakeholders and technical teams to shape CRM strategy and digital transformations on Salesforce. This hybrid role is based in Sterling, VA.

The ideal candidate brings 5+ years of Salesforce consulting, deep Financial Services knowledge, and strong presentation skills to drive client workshops, solution design, and delivery across Know Your Customer, AML, and lending domains.

Qualifications

• 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.

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

Client-facing consulting

Executive communication

Requirements gathering

Business process mapping

Salesforce solution design

Functional documentation

Agile methodologies

Stakeholder management

Change management

Workshop facilitation

Analytical problem solving

Education

Information Systems

Business

Finance

Computer Science

Related discipline

Tools

Sales Cloud

Service Cloud

Flow Automation

Lightning Experience

Reports & Dashboards

Security Model

Profiles

Permission Sets

Job description

Itero Group seeks a Salesforce Solutions Consultant for Financial Services to partner with executive stakeholders and technical teams to shape CRM strategy and digital transformations on Salesforce. This hybrid role is based in Sterling, VA.

The ideal candidate brings 5+ years of Salesforce consulting, deep Financial Services knowledge, and strong presentation skills to drive client workshops, solution design, and delivery across Know Your Customer, AML, and lending domains.