AISalesforceRecruitment
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Salary not disclosed
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Role overview
Job description
You are the solution half of a two-person deal team. A Client Partner owns the relationship and the commercials. You own everything the customer will buy: the discovery, the design, the demo, the estimate, and the statement of work. Our customers are broker dealers, wealth and asset managers, capital markets and alternatives firms, and financial technology companies. Most have 250 to 2,000 employees. Many are on their second or third attempt at Salesforce. They have been burned, and they can tell within twenty minutes whether you have done this before. Your credibility on that first call earns the second one. What You’ll Actually Do Join scoping calls alongside a Client Partner and run the solution side. Ask the business questions, map what you hear to the FSC data model in real time, and flag where out-of-the-box breaks before the customer finds out in month four. Run discovery with COO
…About this listing
- Listed from Plative's careers site via Greenhouse · last confirmed on the source 25 Oct 2026
- Posted 23 Oct 2026
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What they are looking for
Skills & requirements
Department · Salesforce Sales
Hiring company
Plative
Consulting
Plative is on a mission to improve the performance of our clients through implementing impactful solutions that drive businesses forward. Our clients come to us because they require guidance and expertise from people who have been there, done that, and view themselves as a strategic extension of their team. And we need your help to do it. Why you’ll love it here: The AI Frontier: We’re at the forefront of the agentic revolution. You won’t just be selling and billing hours; you’ll be helping our customers build an autonomous future with the latest Salesforce and NetSuite AI innovations. Elite Pedigree: You’ll work within the top tiers of the Salesforce and NetSuite ecosystems, getting first access to some of the most complex and high-impact projects in the industry. Global Culture & Zero Red Tape: Collaborate with teammates from Vancouver, to New York, to Mumbai in a high-growth environment that moves quickly to deliver for our customers.
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