Salesforce Solutions Architect

Salesforce Solutions Consultant – Financial Services

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.

Required 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.

Technical Skills

Required

• 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

Required Skills

• 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

Preferred Certifications

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

Education

Bachelor's degree in one of the following preferred:

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

What Success Looks Like

• 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.

If you are looking for a role where you will lead with integrity, create and innovate, inspire excellence, be a respected member of the team, drive results, and have fun, we look forward to connecting with you!

Benefits at Itero Group At Itero Group, we're proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance:

• Health & Wellness: Medical (BC-BS), dental, and vision plans to suit your needs.
• Paid Time Off: Generous PTO, paid holidays, and increasing PTO based on years of service.
• Retirement Savings: 401(k) plan with company match and auto-enrollment.
• Company-Paid Coverage: Short-term and long-term disability, life insurance, and AD&D insurance.
• Additional Options: Voluntary benefits including pet insurance and student loan assistance up to $1,000 annually.
• Perks: FSAs, HSAs, wellness programs, and more to enhance your work-life balance.

Join us and enjoy a benefits package designed with you in mind!

Itero Group is an equal opportunity employer and does not discriminate against any employee or applicant because of race, age, sex, color, physical or mental disability, religion, sexual orientation, marital status, national origin, veteran status or political affiliation.