Job Specifications
As a Salesforce Consultant - Financial Services at Plative, you will design and deliver scalable Salesforce solutions by translating business needs into high-impact implementations. You will play a key role in helping customers adopt Salesforce Service and Sales Cloud, with a core focus on implementing Agentforce solutions. In this role, you will build and deploy autonomous AI agents that streamline workflows and enable seamless human-to-agent handoffs, ensuring our clients stay at the forefront of AI-driven customer success. You will work directly with clients and internal delivery teams to ensure successful outcomes, helping customers adopt Salesforce Service and Sales Cloud with confidence.
Responsibilities
Partner with clients to improve performance and business outcomes using the Salesforce platform.
Participate in discovery sessions and business discussions with stakeholders to gather requirements and define solutions.
Advise clients on Salesforce Service Cloud and Sales Cloud capabilities, configurations, and best practices.
Identify automation opportunities, leveraging Agentforce to build and deploy autonomous agents that enhance operational efficiency across Service and Sales Clouds.
Design and deliver Salesforce solutions, including customizations, automation, integrations, and third-party tools.
Conduct workshops, document requirements, and manage implementation backlogs.
Collaborate closely with delivery teams to configure, test, and deploy Salesforce solutions.
Conduct solution demonstrations, communicating business value while addressing technical and functional questions.
Act as a functional advisor, recommending new Salesforce features and enhancements.
Support build vs. buy decisions for third-party applications and integrations.
Contribute to project success by following best practices and collaborating with the broader delivery team.
Required Qualifications
2-4 years of Salesforce consulting experience, with experience in requirements gathering and solution design.
Experience supporting end-to-end Salesforce Service Cloud and Sales Cloud implementations.
Hands-on experience with Agentforce to build, configure, and deploy autonomous AI agents to streamline service and sales workflows.
Strong understanding of Salesforce core data model, security, automation, and configuration.
Hands-on experience with Salesforce Flows and declarative automation.
Experience delivering Salesforce projects in a client-facing environment.
Effective communication, facilitation, and presentation skills.
Ability to learn quickly, collaborate effectively, and thrive in a fast-paced consulting environment.
Nice to Have (Not Required)
Exposure to quoting, pricing, or order-to-cash processes.
Integration experience between Salesforce and ERP systems such as NetSuite.
Familiarity with document generation or e-signature tools (e.g., Conga, Nintex, DocuSign).
How You’ll Embody Our Core Values
At Plative, our core values shape how we work, collaborate, and grow. As part of the team, you will:
Put People First by building trusted relationships with clients and mentoring teammates.
Grow Together, Win Together by sharing knowledge, celebrating wins, and elevating others.
Bring Your Authentic Self to Work by fostering openness, empathy, and integrity in every interaction.
Take the Path You’ll Be Proud Of by delivering excellence, owning outcomes, and learning from challenges.
Push Boundaries, Blow Minds by designing creative, scalable solutions that drive real impact.
What Happens Next?
We know that applying for a new role takes time and energy. At Plative, every application is thoughtfully reviewed by real people on our Talent Team. We aim to review applications within 2 weeks. If we think your skills align with what we’re looking for, we’ll be in touch to connect further!
Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
About the Company
Plative helps the world's most disruptive companies bring the future-state of their business to life by developing customized solutions across Salesforce and Oracle NetSuite platforms. Starting with an industry-specific perspective, and with a focus on designing cross-platform solutions, we inspire our customers to transform their systems and processes to enable ongoing innovation.
Plative is proudly a Salesforce.com Summit Partner, Salesforce.org Premium Partner, and Top-10 Oracle NetSuite Alliance Partner in North America...
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