[Remote] Salesforce Principal Consultant - Financial Services
Note: The job is a remote job and is open to candidates in USA. Plative is a company that specializes in Salesforce solutions, and they are seeking a Salesforce Principal Consultant to lead solution design and strategic planning for clients in the financial services sector. This role involves guiding teams through complex transformations and ensuring exceptional delivery outcomes while maintaining compliance and security standards.
Responsibilities
• Scope engagements and support pre-sales efforts by providing strategic input and accurate level of effort estimates for complex customizations
• Act as a Solution Designer for projects of any size and complexity
• Facilitate client discussions on strategic planning, road mapping, and prioritization with a focus on business process impact and measurable benefits
• Lead solution workshops and provide thought leadership on Salesforce FSC capabilities for wealth and asset management
• Partner with clients to create change management plans including training, enablement, communication, and rollout strategies
• Translate client business needs into clear business and technical requirements
• Lead difficult conversations with clients while partnering with Delivery Leadership to ensure alignment
• Ensure architecture aligns with compliance, regulatory, and security requirements in financial services
• Stay current on Salesforce roadmap, wealth and asset management industry trends, and emerging technologies
• Coach and enable team members across functional areas to grow their expertise
• Develop and publish original content for internal enablement and external marketing purposes
• Maintain a point of view on new Salesforce features and articulate their relevance and potential impact to clients
• Proactively identify and champion improvements to Plative’s delivery methodology based on lessons learned from projects and teams
• Create and share reusable assets such as process blueprints, industry templates, and platform best practices
• Support talent development by interviewing candidates for key roles and cross-training existing resources
• Contribute to marketing efforts by developing thought leadership content on technology, business insights, industry trends, and customer best practices
Skills
• Recognized functional subject matter expert in at least one Salesforce Cloud or vertical solution
• Proven expertise in Salesforce FSC (Financial Services Cloud)
• Functional expertise across additional Salesforce Clouds or verticals
• Advanced skills in declarative automation, reporting, and system customizations
• Strong knowledge of point-to-point integrations and middleware (iPaaS) platforms
• Experience planning and executing complex data migrations
• Excellent communication and stakeholder management skills, with the ability to bridge business and technical discussions
• Proven ability to lead enterprise-level Salesforce projects end-to-end
• Strong communication and facilitation skills to engage executive stakeholders
• A collaborative leadership style with a track record of coaching and developing others
• Thought leadership mindset with the ability to create impactful content for clients and the market
Company Overview
• Digital-first management consultancy specialized in Salesforce, NetSuite, and AWS It was founded in 2014, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is http://www.plative.com/.
Company H1B Sponsorship
• Plative has a track record of offering H1B sponsorships, with 2 in 2025, 3 in 2024, 1 in 2023, 7 in 2022, 2 in 2021. Please note that this does not guarantee sponsorship for this specific role.
Apply Now
Apply Now
Responsibilities
• Scope engagements and support pre-sales efforts by providing strategic input and accurate level of effort estimates for complex customizations
• Act as a Solution Designer for projects of any size and complexity
• Facilitate client discussions on strategic planning, road mapping, and prioritization with a focus on business process impact and measurable benefits
• Lead solution workshops and provide thought leadership on Salesforce FSC capabilities for wealth and asset management
• Partner with clients to create change management plans including training, enablement, communication, and rollout strategies
• Translate client business needs into clear business and technical requirements
• Lead difficult conversations with clients while partnering with Delivery Leadership to ensure alignment
• Ensure architecture aligns with compliance, regulatory, and security requirements in financial services
• Stay current on Salesforce roadmap, wealth and asset management industry trends, and emerging technologies
• Coach and enable team members across functional areas to grow their expertise
• Develop and publish original content for internal enablement and external marketing purposes
• Maintain a point of view on new Salesforce features and articulate their relevance and potential impact to clients
• Proactively identify and champion improvements to Plative’s delivery methodology based on lessons learned from projects and teams
• Create and share reusable assets such as process blueprints, industry templates, and platform best practices
• Support talent development by interviewing candidates for key roles and cross-training existing resources
• Contribute to marketing efforts by developing thought leadership content on technology, business insights, industry trends, and customer best practices
Skills
• Recognized functional subject matter expert in at least one Salesforce Cloud or vertical solution
• Proven expertise in Salesforce FSC (Financial Services Cloud)
• Functional expertise across additional Salesforce Clouds or verticals
• Advanced skills in declarative automation, reporting, and system customizations
• Strong knowledge of point-to-point integrations and middleware (iPaaS) platforms
• Experience planning and executing complex data migrations
• Excellent communication and stakeholder management skills, with the ability to bridge business and technical discussions
• Proven ability to lead enterprise-level Salesforce projects end-to-end
• Strong communication and facilitation skills to engage executive stakeholders
• A collaborative leadership style with a track record of coaching and developing others
• Thought leadership mindset with the ability to create impactful content for clients and the market
Company Overview
• Digital-first management consultancy specialized in Salesforce, NetSuite, and AWS It was founded in 2014, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is http://www.plative.com/.
Company H1B Sponsorship
• Plative has a track record of offering H1B sponsorships, with 2 in 2025, 3 in 2024, 1 in 2023, 7 in 2022, 2 in 2021. Please note that this does not guarantee sponsorship for this specific role.
Apply Now
Apply Now