Senior Salesforce Project Manager | Financial Services

As a Senior Salesforce Project Manager, you will be responsible for managing a portfolio of Salesforce implementation projects with a wide variety of clients. Candidates for this role should possess strong Salesforce platform implementation and delivery experience and integration capabilities. We are looking for a collaborative partner to lead diverse teams through the full project lifecycle, turning intricate business challenges into elegant Salesforce solutions.

If you possess a deep mastery of the Salesforce ecosystem and a passion for mentoring teams and building lasting executive partnerships, we invite you to bring your unique perspective to our delivery team.

Responsibilities

Include: Manage complex Salesforce implementation projects across the full lifecycle Coordinate with internal projects teams and clients on an ongoing basis to ensure project health and delivery excellence. 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. Communicate reports regarding project status, risk management and escalation of issues.

Requirements

are effectively incorporated into design specifications, multi-platform integrations and data transfers Prepare for and lead discovery meetings and workshops with clients to discover pain points and business objectives Be client advocate to resolve and manage escalations to ensure client partnership endures Basic

Qualifications

: 5-10 years hands-on project management experience within a consulting environment 3+ years hands-on technical experience implementing Salesforce Experience running large scale, enterprise-level projects ($1M+) Experience in working with C Level executives Strong English fluency Strong relationship management skills, including working in a fast paced environment and interacting with senior management Strong skills in financial and budget management and IT governance processes Proven experience using enterprise Project Management tools such as Daptiv, Microsoft Project, Smart Sheets, or equivalent Proven experience using agile work management tools such as Jira Desired

: In-depth technical knowledge of the Salesforce platform Delivered numerous complex Salesforce projects with various Salesforce Clouds, including Financial Services Cloud (FSC) Several Salesforce certifications 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

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.