Principal Salesforce Consultant

4 days ago

Canada Plative Full time

As a Principal 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 Salesforce.com capabilities across the Financial Services industry. You will act as a knowledgeable liaison with client executive stakeholders, uncover business requirements, develop technical strategies, and create effective solutions that address the client’s requirements. As part of the Plative's Delivery team, you will be building out and executing a roadmap for our client’s Salesforce journey across multiple Salesforce products.


Responsibilities Include:

  • Liaise with Financial Services clients to maintain and develop business relationships, ensure satisfaction with services, and identify growth opportunities in the industry
  • Lead discovery sessions with clients to gather business, functional, and technical requirements, and run sessions with internal team members for business process analysis
  • Take a hands-on approach to architecture, troubleshooting, and providing solutions for business requirements, while collaborating with internal team members to deliver quality work and address project limitations and risks early
  • Provide on-demand learning assistance to clients, including navigation, workflows, and saved search creation, while configuring and customizing Salesforce.com core products
  • Manage and facilitate project delivery, build necessary components, and develop strategies for data migration and system integration
  • Guide testing approaches for internal QA and UAT, and lead client relationships to design and execute tailored CRM roadmaps that align strategies with business objectives to enhance customer engagement and drive growth
  • Work with multiple clients simultaneously to deliver innovative enhancements and solutions, while leading project management duties to ensure the success of client engagements, following the Plative project methodology.


Basic Qualifications:

  • 7-10 years of Salesforce experience in a consulting environment, including proficiency with Salesforce Flows and relevant certifications (Salesforce Administrator, Financial Services Cloud Accredited, Sales/Service/Experience Cloud Consultant)
  • Project management experience with the ability to lead and manage a team of cross-functional consultants in project delivery
  • Excellent client and customer relationship management skills, with a proven ability to work under pressure, meet deadlines, and handle multiple projects simultaneously
  • Creative problem-solving skills to develop new ideas and approaches for client issues


Desired Qualifications:

  • Experience with Wealth and Asset Management Firms
  • Data visualization experience with Tableau or CRM Analytics (CRMA)
  • Understanding of related third party tools within the Financial Services space
  • Delivered numerous complex Salesforce projects


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.

  • Principal Salesforce Consultant

    4 days ago

    Canada Plative Full time

    As a Principal 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 Salesforce.com capabilities across the Financial Services industry. You will act as a knowledgeable liaison with...

  • Principal Salesforce Financial Services Expert

    4 days ago

    Canada Plative Full time

    Job Title: Principal Salesforce Financial Services Expert Job Description:We are seeking an experienced Principal Salesforce Financial Services Expert to join our team at Plative. The ideal candidate will have a deep understanding of the Salesforce.com platform and its applications in the financial services industry. About Us:At Plative, we are committed to...

  • Salesforce Consultant

    4 weeks ago

    Canada TalentVault Network Inc. Full time

    TalentVault Network Inc. is seeking highly skilled Salesforce Consultants with expertise in both French and English to join our team.We estimate the salary for this role to be around $85,000 - $110,000 per year, depending on experience and qualifications.Job Description:Salesforce Consultants will work closely with clients to understand their business needs...

  • Salesforce Loyalty Management Consultant

    3 weeks ago

    Canada, CA OSF Digital Full time

    OSF Digital is a leading digital transformation firm with a global footprint in 30+ countries and nearly 2200 employees. Our passion is in helping businesses leverage commerce, marketing, sales, service, analytics, loyalty, and digital experience solutions. With rapidly growing, global expertise in enterprise connected commerce, OSF seamlessly guides brands...

  • Salesforce Loyalty Management Consultant

    4 days ago

    Canada OSF Digital Full time

    OSF Digital is a leading digital transformation firm with a global footprint in 30+ countries and nearly 2200 employees. Our passion is in helping businesses leverage commerce, marketing, sales, service, analytics, loyalty, and digital experience solutions. With rapidly growing, global expertise in enterprise connected commerce, OSF seamlessly guides brands...

  • Salesforce Loyalty Management Consultant

    4 days ago

    Canada OSF Digital Full time

    OSF Digital is a leading digital transformation firm with a global footprint in 30+ countries and nearly 2200 employees. Our passion is in helping businesses leverage commerce, marketing, sales, service, analytics, loyalty, and digital experience solutions. With rapidly growing, global expertise in enterprise connected commerce, OSF seamlessly guides brands...

  • Salesforce Loyalty Management Consultant

    4 days ago

    Canada OSF Digital Full time

    OSF Digital is a leading digital transformation firm with a global footprint in 30+ countries and nearly 2200 employees. Our passion is in helping businesses leverage commerce, marketing, sales, service, analytics, loyalty, and digital experience solutions. With rapidly growing, global expertise in enterprise connected commerce, OSF seamlessly guides brands...

  • Salesforce Solutions Architect

    11 hours ago

    Canada AllCloud Full time

    Managed Services - Salesforce Solutions ArchitectLocation: RemoteJob Type: Full-time, PermanentAbout AllCloudAllCloud is a global professional services company providing organizations with cloud enablement and transformation tools. As an AWS Premier Consulting Partner and audited MSP, a Salesforce Platinum Partner, and a Snowflake Premier Partner, AllCloud...

  • Salesforce Solutions Architect

    1 day ago

    Canada AllCloud Full time

    Managed Services - Salesforce Solutions Architect Location: Remote Job Type: Full-time, Permanent About AllCloud AllCloud is a global professional services company providing organizations with cloud enablement and transformation tools. As an AWS Premier Consulting Partner and audited MSP, a Salesforce Platinum Partner, and a Snowflake Premier Partner,...

  • Salesforce Solutions Architect

    1 day ago

    Canada, CA AllCloud Full time

    Managed Services - Salesforce Solutions ArchitectLocation: RemoteJob Type: Full-time, PermanentAbout AllCloudAllCloud is a global professional services company providing organizations with cloud enablement and transformation tools. As an AWS Premier Consulting Partner and audited MSP, a Salesforce Platinum Partner, and a Snowflake Premier Partner, AllCloud...

  • Salesforce Solutions Architect

    1 day ago

    Canada AllCloud Full time

    Managed Services - Salesforce Solutions ArchitectLocation: RemoteJob Type: Full-time, PermanentAbout AllCloudAllCloud is a global professional services company providing organizations with cloud enablement and transformation tools. As an AWS Premier Consulting Partner and audited MSP, a Salesforce Platinum Partner, and a Snowflake Premier Partner, AllCloud...

  • Architecte Solution Salesforce

    6 months ago

    Canada SII Technologies GmbH HR-Service Full time

    Partenaire technologique des grandes entreprises depuis 1979, le Groupe SII est au cœur de l'économie de l'innovation avec 10 000 collaborateurs, une présence internationale dans 20 pays, et un chiffre d’affaires supérieur à 520 millions de dollars canadiens. SII Canada, installée à Montréal et Toronto, a pour objectif d'apporter des solutions à...

  • Salesforce Solution Architect

    4 weeks ago

    Canada, CA Droisys Full time

    About CompanyDroisys is an innovation technology company focused on helping companies accelerate their digital initiatives from strategy and planning through execution. We leverage deep technical expertise, Agile methodologies, and data-driven intelligence to modernize systems of engagement and simplify human/tech interaction.Amazing things happen when we...

  • Salesforce Solution Architect

    5 days ago

    Canada Droisys Full time

    About CompanyDroisys is an innovation technology company focused on helping companies accelerate their digital initiatives from strategy and planning through execution. We leverage deep technical expertise, Agile methodologies, and data-driven intelligence to modernize systems of engagement and simplify human/tech interaction.Amazing things happen when we...

  • Salesforce Solution Architect

    4 days ago

    Canada Droisys Full time

    About Company Droisys is an innovation technology company focused on helping companies accelerate their digital initiatives from strategy and planning through execution. We leverage deep technical expertise, Agile methodologies, and data-driven intelligence to modernize systems of engagement and simplify human/tech interaction. Amazing things happen when we...

  • Salesforce Solution Architect

    5 days ago

    Canada Droisys Full time

    About CompanyDroisys is an innovation technology company focused on helping companies accelerate their digital initiatives from strategy and planning through execution. We leverage deep technical expertise, Agile methodologies, and data-driven intelligence to modernize systems of engagement and simplify human/tech interaction.Amazing things happen when we...

  • Principal Consultant

    3 days ago

    Canada Compugen Inc Full time

    **Job Title** - Principal Consultant - Modern Workspace **Vacancy No** - VN535 **Work Location** - Any location Canada **Job Details** **Principal Consultant, Modern Workspace** **Overview**: - Compugen is looking for a - **Principal Consultant** to join our Modern Workspace Consulting Practice.- Compugen's Modern Workspace practice works with our...

  • Salesforce Solution Designer

    4 weeks ago

    Canada Infotek Consulting Services Inc. Full time

    We are seeking a highly experienced Salesforce Functional Architect to join our team at Infotek Consulting Services Inc.Job Description:The successful candidate will be responsible for designing and implementing Salesforce solutions that align with business requirements and technical strategies.This role involves collaborating with stakeholders to gather...

  • Salesforce Consultant

    7 days ago

    Ontario, Canada, Canada Hirextra -World's First Staffing Aggregator Full time

    Salesforce nCino BACanada (ET Zone candidate only Remote )11 years + resumeJob Description:Responsibilities:Collaborate with stakeholders to gather and analyze business requirements for the nCino platform.Translate business needs into functional specifications and detailed requirements.Configure and customize the nCino platform to align with business...

  • Sr. Salesforce Developer

    1 month ago

    Canada Integrate 2 Cloud Full time

    Company DescriptionIntegrate 2 Cloud Apps is a Toronto-based Salesforce.com System Integrator with over 9 years of experience in delivering cloud services and automation solutions across various business functions. I2C has delivered over 900+ projects for Global and National organizations. It is one of the fastest growing Salesforce partner with Marketing...