Salesforce Delivery Manager | Financial Services
Posted 2 months ago
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. Candidates for this role should possess the knowledge and have experience implementing Salesforce.com projects. They should be comfortable acting as a knowledgeable liaison with business stakeholders, possess the ability to uncover business requirements, develop a technical strategy and be able to create and effectively demonstrate solutions that address customer requirements.
This position will involve direct reports and is responsible for compliance and adherence of consistent delivery standards. The ideal candidate will provide visible leadership, accountability, and authority over high profile projects and should have an inclination for team building and career advancement of team members.
Responsibilities Include:
- 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
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.
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 by building trusted relationships with clients and mentoring teammates.
- Grow Together, Win Together by sharing knowledge, celebrating wins, and elevating others.
- Bring Your Authentic Self to Work by fostering openness, empathy, and integrity in every interaction.
- Take the Path You’ll Be Proud Of by delivering excellence, owning outcomes, and learning from challenges.
- Push Boundaries, Blow Minds by designing creative, scalable solutions that drive real impact.
Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
Plative helps the world’s most disruptive companies bring the future-state of their business to life by developing customized solutions across Salesforce and Oracle NetSuite platforms. Starting with an industry-specific perspective, and with a focus on designing cross-platform solutions, we inspire our customers to transform their systems and processes to enable ongoing innovation. Plative is proudly a Salesforce.com Summit Partner, Salesforce.org Premium Partner, and Top-10 Oracle NetSuite Alliance Partner in North America.
Key team members
Miftah Khan
Ryan Mahadeo
Larry Woo
Lidiane Mocko
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