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# Salesforce Solutions Architect

- **Company:** Itero Group
- **Location:** Sterling, VA, United States
- **Experience:** Experienced
- **Contract:** Permanent contract
- **Skills:** Agile Methodology, Artificial Intelligence, Cloud Computing, Information Systems, Scrum Methodology, Cloud Services, Salesforce.Com, Salesforce Sales Cloud, Information Technology, Marketing Cloud, Mulesoft
- **Published:** August 1, 2026
- **Apply:** https://www.techcareers.com/job.asp?id=3338308916&tx=DT110UYI&pt=1&aff=0B19D771-A501-4A5E-8338-2A822B784D54&utm_source=Job%20Feed&utm_medium=textkernel&utm_campaign=DE&utm_term=0B19D771-A501-4A5E-8338-2A822B784D54

## About the Role

* 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

Preferred

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

## Description

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., 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., * 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.


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