The Principal Salesforce Consultant is a senior, tech-forward leadership role within the Delivery team. This position bridges the gap between functional business consulting and technical architecture, serving as a trusted advisor to enterprise clients. You will lead solution design, advise on technical feasibility, and guide implementation strategies without being responsible for hands-on coding.
This role requires a seasoned expert who can "own the room" with technical stakeholders while translating complex business needs into scalable, high-impact Salesforce solutions.
Key Responsibilities:
- Lead solution design and technical discovery sessions for enterprise-level projects, acting as the primary Architect-leaning lead.
- Act as a trusted advisor to clients, guiding them on what is technically feasible versus what is not recommended based on platform best practices.
- Translate complex business requirements into clear technical blueprints, ensuring solutions are scalable and align with long-term digital transformation goals.
- Lead workshops and provide thought leadership across Sales, Service, and Experience Clouds, ensuring architecture aligns with compliance and security requirements.
- Partner closely with developers and engineering teams to guide integrations and customizations (without performing the coding yourself).
- Support pre-sales efforts by providing strategic input and accurate level-of-effort estimates for complex technical customizations.
- Drive client-facing technical conversations and lead difficult discussions with executive stakeholders to ensure project alignment.
- Coach and mentor team members across functional and technical areas; contribute to internal enablement assets and industry process blueprints.
Required Expertise:
- 10–15 years of Salesforce consulting experience, with a background in Principal Consultant, Solution Architect, or Technical Lead roles.
- Deep functional and technical knowledge of Sales Cloud, Service Cloud, and Experience Cloud.
- Strong understanding of system architecture, including APIs, data flows, and middleware (iPaaS) platforms.
- Proven experience with Salesforce FSC (Financial Services Cloud), specifically within wealth and asset management.
- Advanced skills in declarative automation, reporting, and complex system configurations.
- Expertise in planning complex data migrations and designing point-to-point integrations.
- While industry-agnostic candidates are welcome, experience in CMT (Communications, Media & Tech) or TMT is a significant plus.
What We Look For:
- The ability to push back on client requests with data-driven reasoning and platform-specific best practices.
- A track record of coaching and developing others with a focus on growing the team’s technical maturity.
- Exceptional facilitation skills, with the ability to bridge the gap between business-centric and developer-centric discussions.
What This Role is Not:
- This is not a developer role. There is no requirement for hands-on coding or custom Apex development.
- This not a purely functional role. You must have the technical depth to lead architecture-level discussions.
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: Build trusted relationships with clients and mentor teammates.
Grow Together, Win Together: Share knowledge, celebrate wins, and elevate others.
Bring Your Authentic Self to Work: Foster openness, empathy, and integrity in every interaction.
Take the Path You’ll Be Proud Of: Deliver excellence, own outcomes, and learn from challenges.
Push Boundaries, Blow Minds: Design creative, scalable solutions that drive real impact.
Compensation Compensation is competitive and benchmarked to the market. Exact ranges vary by region and will be discussed during the initial interview process.
AI Disclosure & Hiring Practices Plative uses AI-powered tools to support our recruitment process. However, AI tools never replace human judgment; all hiring decisions are made entirely by our Talent Team.
Plative Inc. is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected characteristic. We are also committed to fair employment practices regarding citizenship and immigration status.
Plative Inc. New York, New York, USA Office
New York, NY, United States
Plative Inc. New York, New York, USA Office
240 Kent Avenue, New York, United States, 11249
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