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.

Itero Group's dedicated team members are experienced thought leaders, tenacious workers, and creative thinkers. We hire people who are passionate about being catalysts for change - in our company, for our clients, throughout our career- and we empower people to express their ideas, create better practices, innovate better products, and become better professionals.

We have been named a Great Place to Work for six years, and offer a competitive salary and benefits package.

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

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.

• 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

• Participate in sprint planning, backlog refinement, solution reviews, and demonstrations.
• Facilitate User Acceptance Testing (UAT).
• Provide post-production optimization and continuous improvement recommendations.

• 5+ years of 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 working within highly regulated environments preferred.

• Salesforce Service Cloud
• Salesforce Flow Automation
• Reports & Dashboards
• Security Model
• Profiles
• Permission Sets

• Salesforce Data Cloud
• CRM Analytics
• Experience Cloud
• Omni Studio
• Marketing Cloud
• Mule Soft

• Strong client-facing consulting experience
• Executive-level communication and presentation skills
• Business requirements gathering
• Business process mapping
• Functional documentation
• Change management
• Workshop facilitation
• Analytical problem-solving skills

One or more of the following certifications is strongly preferred:

• Salesforce Business Analyst
• Salesforce Advanced Administrator
• Salesforce Service Cloud Consultant
• Salesforce Platform App Builder

Bachelor's degree in one of the following preferred:

• Information Systems
• Business
• Finance
• Computer Science
• Related discipline

The successful candidate will…