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Salesforce Finance Jobs (NOW HIRING)

Itero Group

Salesforce Solutions Architect

Sterling, VA · On-site

$68.25 - $84.75/hr

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 ...

Zions Bank

Salesforce Developer

Midvale, UT · On-site

$52.25 - $69.25/hr

Build and enhance features in Salesforce Financial Services Cloud (FSC) and Service Cloud. * Design and implement robust integration strategies for third-party managed packages, ensuring long-term ...

Zions Bancorporation

Salesforce Developer

Midvale, UT · On-site

$52.25 - $69.25/hr

Build and enhance features in Salesforce Financial Services Cloud (FSC) and Service Cloud. * Design and implement robust integration strategies for third-party managed packages, ensuring long-term ...

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Salesforce Finance information

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$40.5K

$98.9K

$155K

How much do salesforce finance jobs pay per year?

As of Aug 22, 2026, the average yearly pay for salesforce finance in the United States is $98,862.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,500.00 and $119,000.00 per year, depending on experience, location, and employer.

What is a Salesforce Finance?

A Salesforce Finance job involves managing financial processes using Salesforce's financial tools and integrations. Professionals in this role work with Salesforce Financial Services Cloud or other related platforms to streamline billing, revenue management, forecasting, and financial reporting. They may also customize Salesforce solutions to enhance financial workflows and improve data accuracy. This role requires both finance expertise and Salesforce platform knowledge to optimize operations and support business goals.

What are the typical daily responsibilities of a Salesforce Finance?

Professionals in a Salesforce Finance role usually spend their day managing and analyzing financial data within the Salesforce system, building or updating financial dashboards and reports, and supporting cross-departmental projects. They may also troubleshoot user issues, verify data integrity, and collaborate closely with both finance and IT teams to optimize processes and ensure data alignment. Additionally, you might participate in training sessions to improve financial workflows or work on automating routine tasks to enhance efficiency. This role offers a dynamic mix of technical problem-solving and strategic financial planning, making each day both challenging and rewarding.

What are the key skills and qualifications needed to thrive in Salesforce Finance, and why are they important?

To thrive in a Salesforce Finance role, you need expertise in financial analysis, accounting principles, and strong proficiency with the Salesforce platform, ideally supported by a bachelor’s degree in finance, accounting, or a related field. Familiarity with Salesforce Financial Services Cloud, CRM integrations, advanced Excel, and certifications such as Salesforce Administrator or Salesforce Finance certifications are highly beneficial. Strong problem-solving, communication, and stakeholder management skills set candidates apart in this collaborative environment. These competencies ensure accurate financial reporting, effective process optimization, and seamless coordination between finance and IT teams.

More about Salesforce Finance jobs

What cities are hiring for Salesforce Finance jobs?

Cities with the most Salesforce Finance job openings:

What states have the most Salesforce Finance jobs?

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What job categories do people searching Salesforce Finance jobs look for?

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Salesforce Finance jobs near you
Infographic showing various Salesforce Finance job openings in the United States as of August 2026, with employment types broken down into 94% Full Time, 4% Part Time, and 2% Contract. Highlights an 80% Physical, 8% Hybrid, and 12% Remote job distribution, with an average salary of $98,862 per year, or $47.5 per hour.

Salesforce Solutions Architect

Itero Group

Sterling, VA • On-site

$68.25 - $84.75/hr

Full-time

Posted 21 days ago

Job description

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.

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