Salesforce Delivery Manager | Financial Services

About the Position

We are seeking a Salesforce Delivery Manager for Financial Services to lead Salesforce implementation projects. Transform client technology landscapes with strong leadership and technical expertise.

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.

Responsibilities

• 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 applications.
• Develop and contribute to data migration and/or system integration strategy.
• Actively manage stakeholders' expectations, resource alignment, and possible conflicting priorities across projects.
• Ensure adherence to Plative’s delivery structure and project management methodology during implementation of the solution.
• Deliver strategic business reviews to educate clients on key platform trends and considerations.
• Communicate reports regarding project status, risk management and escalation of issues.
• Be client advocate to resolve and manage escalations to ensure client partnership endures.
• Weekly 1-1 / project reviews with direct reports.
• Mentorship and career guidance for team members, includes but not limited to tour of duty, quarterly goals and learning and development sessions.
• Involvement in refining processes, procedures and strategic initiatives across the delivery organization.
• Ensuring adherence of process and procedures across delivery pod - utilization, forecasts and time-entry.
• Providing weekly updates on project and team members to the director of delivery.
• This position has minimal travel and occasional presence to clients’ sites.

Requirements

• Basic Qualifications

  • Bachelors Degree or MBA.
  • 5+ years of working as a consultant with the Salesforce.com platform.
  • 3+ years Project Management experience within consulting environment.
  • Experience in the Financial Services (Wealth Asset Management, Capital Markets) verticals.
  • In-depth technical backend knowledge of the Salesforce platform.
  • Delivered numerous complex Salesforce projects.

• Desired Qualifications

  • Salesforce Sales Cloud Certification.
  • Salesforce Service cloud Certification.
  • Proven track record of managing direct reports and complex project portfolios.

We Offer

• Competitive salary benchmarked to the market.
• Opportunity to work in a fast-paced, agile environment.
• Professional development opportunities.
• Collaborative and inclusive work culture.

About the Company

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.

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.