Description
As a Principal Consultant specialized in Agentforce Revenue Management, you will lead delivery excellence across a portfolio of complex enterprise implementations for our clients. In this role, you will provide visible leadership and ownership over the full revenue lifecycle, turning intricate operational challenges into elegant digital solutions across Revenue Cloud Advanced (RCA) and the broader Salesforce ecosystem. We are looking for a dual-threat professional: a master of sales-facing strategy who can confidently engage Salesforce account teams and answer high-level RevOps questions, who is equally comfortable rolling up their sleeves to act as the lead Solution Designer. If you are a proactive consultant ready to drive pre-sales and delivery outcomes autonomously while building lasting executive partnerships, we invite you to bring your unique perspective to our team.
Key Responsibilities:
- Lead solution design for projects of any rank or complexity, translating intricate business needs into scalable RCA architectures.
- Facilitate high-level planning and prioritization sessions, focusing on how platform changes impact business processes and long-term ROI.
- Act as a primary sales-facing expert to confidently address strategic client inquiries, and align technical RCA solutions with broader Revenue Operations (RevOps) strategies.
- Partner with clients to formulate comprehensive change management plans, including training, enablement, communication, and rollout strategies.
- Drive difficult conversations with stakeholders and partner with Delivery Leadership to manage escalations and clarify project scope.
- Identify delivery gaps and develop reusable assets (blueprints, industry templates, best practices) to improve our global delivery methodology.
- Serve as a Functional SME in Revenue Cloud (CPQ/RCA/RLM) while maintaining cross-functional expertise in additional Salesforce Clouds or Verticals.
- Design and implement end-to-end solutions covering RCA, Billing, Contract Management, and complex declarative automations.
- Manage complex data migrations and design integrations between Salesforce and external ERP/Accounting systems via point-to-point or middleware (IPaaS) solutions.
- Formulate and communicate a "Point of View" on new Salesforce releases (like Agentforce) and their specific implications for our client base.
- Lead the scoping of new engagements and provide accurate Levels of Effort (LoE) for complex platform customizations.
Basic Qualifications:
- 6+ years of Salesforce Consulting experience, with a minimum of 2+ years specifically focused on Revenue Cloud (RCA) implementations.
- Expert-level knowledge of declarative automation, reporting, and system customization. Proven experience with Revenue Cloud Advanced is highly preferred.
- Deep understanding of Quote-to-Cash processes and the broader Salesforce ecosystem (Sales Cloud, Service Cloud, Billing, CPQ).
- Strong grasp of revenue recognition principles, accounting standards, and best practices in recurring revenue models.
- Proven ability to lead client discussions, influence decision-making, and resolve complex solutioning challenges.
- Excellent communication, problem-solving, and stakeholder management skills.
- Salesforce certifications such as Salesforce Certified Revenue Cloud Consultant and CPQ Specialist are required.
Desired Qualifications:
- Additional certifications (e.g., Data Architecture, Sharing and Visibility, or System Architect) are a significant plus.
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:
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Put People First: Build trusted relationships with clients and mentor teammates.
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Grow Together, Win Together: Share knowledge, celebrate wins, and elevate others.
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Bring Your Authentic Self to Work: Foster openness, empathy, and integrity in every interaction.
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Take the Path You’ll Be Proud Of: Deliver excellence, own outcomes, and learn from challenges.
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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.
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.
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