--- title: 'Salesforce Solutions Architect at Itero Group' canonical: 'https://feeny.ai/job/salesforce-solutions-architect-itero-group-sterling-tam8ybsxaneh' type: 'job' last_seen: '2026-09-11' --- # Salesforce Solutions Architect at Itero Group - **Company:** Itero Group - **Location:** Sterling, VA - **Posted:** 2026-07-31 - **Last confirmed live:** 2026-09-11 - **Apply:** https://job-boards.greenhouse.io/itero-group/jobs/5376899008 ## Job description ## About us 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. 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. ## Responsibilities 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 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. 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. ## About Itero Group ## Company Overview - **One-liner**: Itero Group is a women-owned small business that simplifies complex transformations by aligning strategy, people, process, data, and technology for private and government sector clients. - **Entity Type**: Private - **Headquarters**: Harrisburg, Pennsylvania, United States - **Founded**: 2017 - **Founders**: Erin McKenzie-Brahms (CEO), Mark Brahms (President), Jim Bailoni (CFO), Teresa Bailoni ## Core Business - **Primary industry/industries**: IT Services and IT Consulting, Digital Transformation, Program/Project Management, Agile Consulting - **Target customers**: Federal government agencies, private sector enterprises, and mid-market organizations (B2B, Enterprise, Government) - **Mission or purpose statement**: To deliver measurable outcomes and transformative value for clients while fostering a culture of integrity, empathy, and respect. ## Products & Services For each major offering: - **[Strategic Enablement]**: Advisory service providing clarity, structure, and organizational alignment to launch, scale, or recover transformation efforts. Includes governance frameworks, Agile leadership, AI readiness evaluations, and cross-functional workforce strategies. - **[Accelerated Execution]**: High-velocity delivery teams that build and deploy custom applications, automate workflows, and deliver insight-driven dashboards using proven frameworks. Co-owns outcomes with clients. - **[Assessment & Planning]**: Evaluation of current state, goal definition, and creation of a clear path forward for digital transformation initiatives. - **[Technology Development]**: Custom workflows and platform builds that scale, leveraging partners like Salesforce, ServiceNow, and Functionize (AI-powered QA). - **[Process Optimization]**: Consulting to ensure delivered solutions are adopted and sustainable, including training and support. - **Change Management**: Aligns stakeholders and prepares organizations to move together, turning transformation goals into real outcomes. - **SAFe® Consulting**: Helps enterprises adopt and scale the Scaled Agile Framework (SAFe®) for faster delivery and enterprise agility. - **Salesforce & ServiceNow Implementation**: Partners with these platforms to accelerate implementations, automate workflows, and turn data into action. ## Market Standing - **Valuation/Market Cap**: Not publicly available (private company). - **Key Metric**: Annual Revenue — Not publicly available. Total Funding — Not applicable (bootstrapped/founder-funded). - **Notable Investors/Partners**: Partners include Salesforce, ServiceNow, Functionize (AI testing). Client base includes federal agencies and private enterprises. - **Growth Signals**: Listed as "active" with robust hiring for technical roles (Desktop Support Administrator, Technical Project Manager). Named a "Great Place to Work" for 5 consecutive years (certified through 2023 at least). 4,482 LinkedIn followers (+164.9% yearly growth). Recent news includes leadership additions (COO Roger Harman in 2023, VP Client Delivery James Mitchell in 2023, VP Client Services Amie Carabetta in 2022). ## Competitive Advantages - **Certified Women-Owned Small Business (WOSB)**: Gives them unique access to federal government contract preferences and set-asides. - **Mission-First Hybrid Model**: Operates with the efficiency and speed of a private company while serving the federal sector, a blend few competitors match. - **Comprehensive "One-Stop Shop"**: Covers the full transformation lifecycle from strategic planning through technical delivery, change management, and training — reducing client friction. - **Certified Great Place to Work (5 years)**: Proven employee satisfaction culture, a differentiator for talent in the competitive consulting market. - **Diverse, Experienced Leadership Team**: Leadership includes deep expertise across technology, business, and government sectors, fostering a collaborative and purpose-driven culture. ## Strategic Focus - **People, Culture & Values**: Emphasis on caring about employees, fostering an inclusive, collaborative culture, and giving back (Women in Tech, Veterans, community causes). - **Partnership Ecosystem**: Deepening relationships with Salesforce and ServiceNow, while expanding into AI-driven testing (Functionize). - **Federal & Enterprise Growth**: Leveraging WOSB certification to capture more government contracts while maintaining private sector client work. - **Agile & AI Readiness**: Integrating AI readiness evaluations into consulting, indicating a forward-looking, tech-forward service strategy. ## Why Work Here - **Culture**: Voted a "Great Place to Work" for 5 consecutive years. Core pillars: integrity, innovation, inspiring excellence, respecting the team, driving results, and having fun. - **Hybrid/Remote**: "Hybrid team" model (as stated on LinkedIn) with flexibility. - **Benefits**: Comprehensive medical, dental, vision insurance; 401(k) with 50% company match; PTO; spending accounts; educational opportunities; a formal bereavement policy. - **Company Values in Action**: Has a Diversity & Inclusion Committee, a Community Impact Committee focused on Women in Technology and Veteran Service organizations, donated over $32,500, volunteered 150+ hours, and supports K9s for Warriors (service dogs for veterans). - **Employee Well-being**: Leadership is deeply committed to supporting employees professionally and personally. High employee ratings: Work-Life 4.6/5, Compensation 4.5/5, Culture 4.7/5 overall (31 reviews on LinkedIn). - **Impactful Work**: Teams work on high-stakes digital transformations for federal and private clients, offering project variety and meaning. - **Career Growth**: Active investment in talent development, learning, and internal mobility. ## Sources 1. [iterogroup.com](https://www.iterogroup.com/) 2. [iterogroup.com/who-we-are](https://www.iterogroup.com/who-we-are) 3. [iterogroup.com/careers](https://www.iterogroup.com/careers) 4. [linkedin.com/company/itero-group-llc](https://www.linkedin.com/company/itero-group-llc) 5. [job-boards.greenhouse.io/itero-group](https://job-boards.greenhouse.io/itero-group) ## Other roles at Itero Group - [Data Solution Engineering Lead](https://feeny.ai/job/data-solution-engineering-lead-itero-group-boston-fpbma6p9bf3p) — Boston, MA - [Senior Technical Recruiter](https://feeny.ai/job/senior-technical-recruiter-itero-group-mclean-4ejpwnpxtva2) — Mclean, VA - [Business Analyst](https://feeny.ai/job/business-analyst-itero-group-harrisburg-a9jxe98jyp54) — Harrisburg, PA