Salesforce Associate Director | Financial Services
Salesforce Associate Director | Financial Services
Posted 2 days ago
SENIORITY
Manager
About the role
- Minimum of 5 years managing complex Salesforce projects
- Minimum of 3 years of practice management and leadership experience
- Knowledge and experience with both waterfall and agile project methodologies.
- Strong executive presence and ability to interact with C suite
- Ability to handle client escalations, strategic alignment conversations and conflict resolution at executive levels
- Direct experience with Salesforce.com, Discovery Data, Broadridge, and SS&C products
- Experience spearheading digital transformation projects for Financial service organizations 2+ years of people management experience
- Experience creating datasets and stories on BI platforms like Tableau, PowerBI or QlikFormal Agile methodology and/or design thinking training
- Salesforce Sales Cloud CertificationSalesforce Service Cloud CertificationSalesforce Financial Service Cloud Certification
- Project management experience
- How you’ll be measured:
- Practice growth
- Contribution margin
- Team utilization and maintaining billable targets
- Customer satisfaction score
- 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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
