Salesforce Consultant

At Plative, we believe in the power of human-centered innovation. We’re looking for a highly motivated and detail-oriented Salesforce Consultant to join our team of Plativites. In this role, you’ll design and deliver scalable Salesforce solutions by translating complex business needs into high-impact implementations. You will serve as a strategic lead in helping customers adopt Salesforce Service and Sales Cloud, with a core focus on pioneering Agentforce solutions.

Key Responsibilities

• Strategic Partnership: Partner with clients to improve performance and business outcomes using the Salesforce platform.
• Trusted Advisor: Serve as a trusted advisor, recommending new Salesforce features and enhancements while proactively addressing technical and functional objections.
• Discovery & Documentation: Lead discovery sessions to gather requirements, conduct workshops, and manage implementation backlogs.
• Solution Design: Document workflows, use cases, and user stories for system enhancements. Support "build vs. buy" decisions for third-party applications and integrations.
• Delivery Excellence: Design and deliver solutions including customizations, automation, and integrations. Collaborate closely with delivery teams to configure, test, and deploy.
• Quality Assurance: Develop and execute test cases to ensure solutions meet business requirements; document issues and work with teams to resolve them.
• Project Leadership: Manage time effectively across multiple client projects and lead high-impact solution demonstrations.

Required Qualifications

• 5+ years of Salesforce consulting experience, with demonstrated leadership in requirements gathering and solution design.
• Strong hands-on experience leading end-to-end Salesforce implementations.
• Deep understanding of Salesforce core data model, security, automation, and configuration.
• Hands-on experience with Salesforce Flows and declarative automation.
• Experience delivering complex Salesforce projects in a client-facing environment.
• Strong communication, facilitation, and presentation skills.
• Ability to learn quickly, collaborate effectively, and thrive in a fast-paced consulting environment.

Nice to Have (Not Required)

• Experience with Salesforce Field Service Lightning (FSL).
• Experience with Financial Services Cloud and Non Profit Cloud.
• Exposure to quoting, pricing, or order-to-cash processes.
• Experience working within the Technology, Media, and Telecommunications (TMT) and Consumer Business Services (CBS) sectors.
• 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.

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.