Senior Salesforce Consultant

As a Senior Salesforce Consultant - Financial Services at Plative, the selected individual will advise and implement Salesforce solutions for our portfolio of Financial Services clients. Candidates should possess deep knowledge of the Salesforce.com capabilities across the Financial Services industry and act as a knowledgeable liaison with client executive stakeholders. They will uncover business requirements, develop technical strategies, and create effective solutions that address the client’s needs. As part of the Plative Innovation Services team, this role will build out and execute a long‑term innovation roadmap for our client’s Salesforce journey across multiple Salesforce products. Responsibilities Liaise with Financial Services clients on an ongoing basis to maintain and develop the business relationship, ensure satisfaction with services provided, and identify opportunities for further growth. Lead discovery sessions with clients to gather business, functional, and technical requirements. Run sessions with internal team members to deeply understand business requirements and perform business process analysis. Take a hands‑on approach to architecture, troubleshooting, and providing solutions/fixes for simple and complex business requirements. Collaborate with internal team members to deliver quality work and raise project limitations and risks early. Provide on‑demand learning assistance to clients, including navigation, workflows, and saved search creation. Configure and customize Salesforce.com core products, including Agentforce Sales and Agentforce Service. Manage and facilitate project delivery and build components as necessary. Develop and contribute to data migration and/or system integration strategy. Guide testing approach, both for internal QA and User Acceptance Testing (UAT). Work with multiple clients simultaneously to deliver innovative enhancements and solutions. Lead and facilitate project management duties to drive the success of client engagements, following the Plative Innovate Services project methodology. Basic Qualifications Three to five years of Salesforce experience and experience within a consulting environment. Salesforce Agentforce Sales, Agentforce Service, and/or Experience Cloud Consultant Certification. Proficiency with Salesforce Flows. Ability to be creative and develop new ideas or approaches for client issues. Ability to work under pressure, meet deadlines, and work on multiple projects simultaneously. Excellent client skills and customer relationship management skills. Ability to lead and manage a team of cross‑functional consultants in the delivery of a project. Desired Qualifications Experience with Wealth and Asset Management Firms. Data visualization experience with Tableau or CRM Analytics (Data 360). Understanding of related third‑party tools within the Financial Services space. Delivered numerous complex Salesforce projects. How You’ll Embody Our Core Values 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. 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. Seniority level Mid‑Senior level Employment type Full‑time Job function Consulting, Finance, and Information Technology Industries IT Services and IT Consulting, Business Consulting and Services, and Software Development Location: Greater Montreal Metropolitan Area Referrals increase your chances of interviewing at Plative by 2x. #J-18808-Ljbffr