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 ResponsibilitiesStrategic 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.How You’ll Embody Our Core ValuesPush Boundaries and Blow Minds: You don’t settle for the status quo. You identify automation opportunities, leveraging Agentforce to build and deploy autonomous agents that enhance operational efficiency.Put People First: You understand that behind every technical requirement is a stakeholder. You lead discovery sessions and workshops to ensure every voice is heard and every solution is impactful.Bring Your Authentic Self to Work: We value the unique perspective you bring to our delivery teams. We want you to be you, every single day.Take the Path You’ll Be Proud Of: You advise clients with integrity, recommending configurations and best practices for Service and Sales Cloud that ensure long-term success.Grow Together, Win Together: You contribute to project leadership by guiding best practices and supporting junior team members so we all succeed as one team.Required Qualifications5+ 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).

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