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Department: Delivery

Senior Salesforce Consultant – Financial Services



About Us:

At Plative, our mission is to make a global impact by improving our client’s performance.

Plative Inc. is a digital-first management consulting firm with a global footprint that offers advisory, professional services, and project implementation to some of the world’s leading companies across Financial Services, Professional Services, Nonprofit, Technology, Media, and Manufacturing industries.

Plative is a Gold partner, Premium partner, Oracle NetSuite Alliance partner, and Amazon Web Services Consulting Network partner.

Job Description:

As a Senior Salesforce Consultant – Financial Services at Plative, you will be advising and implementing Salesforce solutions to our portfolio of financial services clients. Candidates for this role should possess a deep knowledge of the capabilities in the capital markets and asset management space and high-level knowledge of common industry-specific integrations. You will act as a knowledgeable liaison with client executive stakeholders, uncover business requirements, develop a technical strategy, and create effective solutions that address the client’s requirements. Plative is a fast-paced, agile environment, so you will be involved from project inception to completion and be the facilitator of change for our clients.

Responsibilities Include:

  • Liaison with clients on an ongoing basis, to maintain and develop the business relationship, ensure satisfaction with services provided, and identify opportunities for further growth.
  • Participate in sessions with team members to understand business Requirements and Business Processes Analysis.
  • Document detailed business, functional & technical requirements.
  • Manage and facilitate project delivery and build components as necessary.
  • Manage end-to-end delivery of complex solutions to multiple clients.
  • Configure and customize Sales and Service applications
  • Configuration of and related third party applications
  • Develop and contribute to data migration and/or system integration strategy.
  • This position has minimal travel and occasional presence to clients’ sites

Basic Qualifications:

  • 3+ years Salesforce experience and within a consulting environment
  • 2+ years with financial services industry exposure
  • Functional understanding of investment banking, private equity, and hedge funds
  • A deep desire to increase your business acumen 
  • Authentic interest in capital markets 
  • Basic understanding of common integrations like Preqin, S&P CapIQ, Pitchbook, and others
  • Salesforce Administrator (ADM201) Certification

Desired Qualifications:

  • In-depth technical backend knowledge of the Salesforce platform
  • Proficiency with Salesforce Visual Flows and Process Builder
  • Delivered numerous complex Salesforce project
  • Salesforce Sales Cloud Consultant Certification
  • Salesforce Financial Services Cloud experience 

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.

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