The Plative Talent Community

As Associate Director of Financial Services at Plative, you will report to our Senior Director of Salesforce Delivery and will lead our Salesforce Financial Services consulting practice. Associate Directors at Plative are key members of our leadership team, and are responsible for: (a) maintaining delivery excellence and customer satisfaction throughout client engagements; (b) building and nurturing a high performing delivery team; and (c) driving commercial success of the business. Maintaining Delivery Excellence and Customer Satisfaction: Maintain executive alignment with client leadership, regularly solicit and listen to employee and client feedback with empathy, and support both our employees and clients in proactively addressing critical project issues and risks. Build deep customer loyalty and drive follow-on business beyond initial Salesforce implementations. Champion and advocate for our Plative delivery methodology across your team, ensuring strict compliance and effective use of our leading practices and tools across your full project portfolio. Regularly conduct project design and build reviews in concert with Architecture and PMO leadership to ensure we are solutioning and delivering well and minimizing quality issues, rework and non-billable time on your projects. Building and Nurturing a High Performing Team: Coach and mentor your team members to support their wellbeing & quality of life at Plative; promote continuous skill-up on both technical & soft skills; and advocate for their ongoing career growth and progression. Instill a culture of collaboration and continuous improvement with your team -- soliciting, sharing and building on lessons learned from every project experience so we continue to get stronger as an organization. Make strategic hiring and people management decisions to ensure your team has the right mix of resources to drive both delivery excellence and profitability. This means responsibly balancing talent/skill set levels, geo

The Salesforce Solutions Architect will design, configure, implement, and manage complex solutions after thoroughly analyzing and understanding the business requirements. You will work directly with the client and internal team members to ensure successful implementations. You must be technically capable and confident in your approach to help customers embrace and adopt new technology. The Solutions Architect leads consultative engagements with complex enterprise customers, partnering with key stakeholders to create compelling visions while advising and executing on strategies. They serve as an expert to produce service SOWs and implementation plans using strong interpersonal skills, functional knowledge, and industry experience to deliver customer ROI. As a strong presenter and facilitator, you will obtain customer acceptance by delivering the right strategic vision and driving the difficult conversations necessary to execute business strategies. Responsibilities Solution Design: Lead end-to-end solutions for complex business processes and author comprehensive design documents. Strategic Advice: Recommend "build vs. buy" strategies regarding third-party integrations and demonstrate deep knowledge of the Salesforce product roadmap. Integration Architecture: Work directly with technical leadership to influence integration design decisions as a component of the overall solution to be delivered. Data Strategy: Work directly with data and technical leadership to influence data migration strategy that aligns with desired end state. Solution Ownership: Act as the single solution owner over multi-workstream projects, ensure solution soundness and coordination between project resources, and liaise with customer stakeholders as a consistent voice representing the delivery team. Basic Qualifications 8 years of successful IT experience. 3 years of experience as a Salesforce Architect in a mid-to-large organization. Demonstrated Leadership: Proven ability to drive organizationa

The Delivery Manager at Plative is a tri-functional lead responsible for the success of Salesforce implementation projects. This role sits at the intersection of leadership and execution, requiring a balance of portfolio governance, people management, and hands-on technical contribution. As a key leader in our fast-paced agile environment, you will act as a knowledgeable liaison between business stakeholders and project teams to transform the technology landscape of our clients. Candidates for this role should possess the knowledge and have experience implementing Salesforce.com projects. They should be comfortable acting as a knowledgeable liaison with business stakeholders, possess the ability to uncover business requirements, develop a technical strategy and be able to create and effectively demonstrate solutions that address customer requirements. This position will involve direct reports and is responsible for compliance and adherence of consistent delivery standards. The ideal candidate will provide visible leadership, accountability, and authority over high profile projects and should have an inclination for team building and career advancement of team members. Responsibilities Include: Liaison with clients on an ongoing basis, to maintain and develop the business relationship, and keep projects to a set time frame. Participate in sessions with Salesforce.com customers and other 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 Salesforce.com Sales and Service applications Configuration of Salesforce.com and related third party appl

The Salesforce Client Partner - will be responsible for continuing to grow our Salesforce practice by sourcing and closing opportunities from their extensive network of Salesforce connections and relationships. As a Client Partner, you will also cross-sell and up-sell into an existing book of business by building and maintaining client relationships, conducting business reviews, and pitching new projects to deliver business value. Our ideal candidate is a creative problem-solver who thinks outside the box, is willing to partner with Salesforce on joint pursuits to win deals, and collaborates with a cross-functional internal team to write the Statement of Work (SOW) and present to business leaders. Responsibilities Include: Develop new relationships and leverage existing relationships with Salesforce AEs, RVPs, and AVPs to source and close new pursuits. Partner with Salesforce teams to develop and present solutions to customers across these various industries. Produce and consistently manage a healthy pipeline of 3X your monthly quota with accurate next steps and close dates in as close to real-time as possible. Maintain an accurate forecast of your business, reporting on Commit, Most Likely, and Best Case opportunities on a rolling 90-day period with high fidelity. Develop and maintain account plans, tier your accounts, and cover your territory of existing accounts to reliably generate upsell pipeline. Partner with Plative Solution Architects, delivery leadership, and engineering to uncover business processes, user stories, and use cases for Salesforce pursuits. Simplify complex Salesforce architecture proposals into clear, actionable insights that highlight business impact and resonate with executive leadership. Basic Qualifications: AI-native mindset. You use AI as everyday leverage in both work and life, with clear opinions on what works and what does not. You stay current on frontier-model progress, go beyond prompting to building lightweight tools and au

As a Delivery Manager at Plative, you will own the delivery outcomes of a pod of NetSuite consultants and serve as a trusted advisor to your clients. You will report to the Director of NetSuite Delivery and are responsible for: (a) maintaining delivery excellence and customer satisfaction throughout client engagements; (b) coaching and developing a high-performing delivery team; and (c) supporting commercial success through strong project execution and presales partnership. Plative is a fast-paced, agile environment and the Delivery Manager will have a significant impact in transforming the technology landscape at our client and partner organizations. Project Oversight & Delivery Leadership: Track and manage project activity across timeline, scope, budget, risks, team capacity, and delivery quality across multiple concurrent engagements; proactively identify delivery trends and prevent issues before they escalate. Build executive credibility with client stakeholders; understand their business goals and project priorities, and help them think strategically about implementation roadmap, adoption, value realization, and future opportunities. Establish and maintain consistent project governance including status reporting, RAID logs, project plans, stakeholder alignment, and decision tracking; strengthen governance standards across your pod. Partner with Solution Architects and consultants to ensure scope, requirements, and solution direction align; anticipate misalignment early and help shape solutions that are realistic, valuable, and commercially sound. Serve as the escalation point for your team internally and for your clients externally; own escalations with urgency, structure, and professionalism, and de-escalate complex situations to restore confidence. Monitor client sentiment proactively and address concerns before they escalate; use sentiment insights to improve delivery experience, retention, and expansion potential. Handle difficult customer and internal

As a Senior NetSuite Project Manager at Plative, you will take ownership of client success across NetSuite ERP and custom engagements. This is a high-visibility, client-facing role for an accountable project leader who can bridge the gap between technical teams and business stakeholders to ensure seamless solution delivery. Operating within the Pacific Time Zone, you will lead high-profile implementations from kickoff through rollout, driving stakeholder alignment, risk management, and delivery excellence at every step. Responsibilities: Liaison with clients on an ongoing basis, to maintain and develop the business relationship, and keep projects to a set time frame Actively manage stakeholders; expectations, resource alignment, and possible conflicting priorities across projects Ensure adherence to Plative delivery structure and project management methodology during implementation of the solution Deliver strategic business and project reviews to educate clients on proposed solutions Communicate reports regarding budget ownership, project status, risk management and escalation of issues Coordinate IT project teams to ensure that client business requirements are effectively incorporated into design specifications, multi-platform integrations and data transfers Be a client advocate to resolve and manage escalations to ensure client satisfaction This position has minimal travel and occasional presence to clients’ sites Work on NetSuite related projects including new implementations, enhancements, integrations, support and ownership of SFDC build out Create and deliver presentations on technical concepts, project work plans, delivery approach, milestones, and results to client stakeholders Basic Qualifications Full, life-cycle implementation experience with NetSuite across multiple industry verticals 3+ years Project Management experience and within consulting environment At least 4 years of hands-on experience with NetSuite implementations Demonstrated expe