Salesforce Solutions Consultant - Financial Services
Location: Sterling, VA (Hybrid - 2-3 days onsite)
Duration: Direct Hire / Full-Time
Position Overview
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.
ResponsibilitiesClient 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 SkillsRequired
- 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
The successful candidate will demonstrate the ability to:
- 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.