Jobs at Plative Inc.

Own and grow Plative’s high-tech practice across Salesforce, NetSuite, and Claude. Define industry offerings, lead strategic pursuits and executive workshops, shape revenue and lead-to-cash solutions, publish thought leadership, and build relationships with technology-sector executives. The role serves as the internal high-tech authority, mentors consultants, partners with delivery leadership, and develops the plan for a future practice team without direct reports or project-delivery ownership.

Own Plative’s NetSuite alliance strategy by building relationships with NetSuite and SDN partners, generating referrals, enabling partner representatives, managing events, tracking leads, and reporting on pipeline and partner KPIs. The role requires strong knowledge of the NetSuite ecosystem, Salesforce proficiency, relationship-building skills, self-direction, and data-driven decision-making. It is work-from-anywhere with travel to partner meetings, field events, and industry conferences.

Owns the solution side of Salesforce presales engagements for financial-services clients. Responsibilities include discovery, FSC solution design, tailored demos, estimates, SOW creation, integration recommendations, regulatory translation, AI and data-readiness scoping, co-selling, and delivery handoff. The role requires strong Salesforce FSC fluency, financial-services domain knowledge, integration expertise, consulting presales experience, and the ability to manage multiple concurrent pursuits.

Grow the Salesforce practice by sourcing and closing new opportunities, expanding existing accounts through cross-selling and upselling, and maintaining a healthy sales pipeline and accurate forecasts. Build relationships with Salesforce stakeholders and executive clients, develop account plans, partner with solution architects and engineering, and present business-value-focused Salesforce solutions. Collaborate on pursuits, proposals, and Statements of Work while applying disciplined sales methodologies.

Plative is accepting profiles for future opportunities across consulting, project management, solution architecture, development, client partnerships, and leadership. The firm delivers AI-enabled CRM, ERP, and data warehousing implementations. Candidates should bring relevant industry insight, collaborative values, adaptability, and interest in shaping innovative client solutions. Submitted profiles remain in the priority talent pool for 12 months, with mentorship and status updates provided.

Leads Plative’s Salesforce Financial Services consulting practice, overseeing delivery excellence, customer satisfaction, team development, staffing, utilization, profitability, and practice growth. Builds executive client relationships, resolves escalations, reviews project quality, mentors consultants, supports hiring and performance management, and partners with Sales and Marketing on new business, go-to-market strategy, project scoping, and commercial success.

Lead client-facing NetSuite ERP and custom implementation projects from kickoff through rollout. Manage stakeholders, timelines, budgets, risks, resources, escalations, and project reporting. Coordinate technical teams to translate business requirements into solution designs, integrations, and data transfers. Deliver client presentations and business reviews while maintaining client relationships and satisfaction. The role includes implementations, enhancements, integrations, support, and Salesforce build-out ownership.