Description
Own and grow Plative's Salesforce banking practice for mid-market and regional banks and credit unions. You'll be the face of banking in the market, shaping our offering, partnering with Salesforce, and helping win and shape complex deals. This is a senior, non-billable, industry-builder role with selective billable engagement on early flagship wins.
Core Responsibilities
Go-to-Market and Revenue
- Define and refine Plative's Salesforce banking value proposition for mid-market and regional banks/credit unions.
- Partner closely with Salesforce (AEs, RVPs, Industry teams) to create and execute joint account plans in the 300M to multi billion deposit range.
- Support strategic pursuits: discovery, visioning, exec-level pitches, solution storytelling, and deal shaping.
- Create and deliver thought leadership (POVs, webinars, events, content) that positions Plative as a specialist in commercial and retail banking.
Industry Strategy and Offerings
- Translate banking business drivers (commercial, business, retail, lending, treasury, payments) into Salesforce-led solutions and repeatable offerings.
- Define standard banking plays, reference architectures, and delivery patterns that can be scaled by the broader team.
- Advise on which Salesforce products and partner apps should anchor our banking play (e.g., FSL, FSC, nCino/Loan origination, etc., as relevant).
Internal Leadership
- Act as the primary internal banking authority for sales, presales, and delivery teams.
- Mentor solution architects and consultants on banking processes, regulations, and best practices.
- Partner with delivery leadership to ensure what we sell is deliverable and sets us up for successful referenceable clients.
- Help define the hiring plan for the future banking team (architects, consultants, PMs) as the practice grows.
Client and Market Engagement
- Build C level and SVP level relationships at target banks and credit unions.
- Lead executive workshops to connect banking strategy and operating models to Salesforce capabilities.
- Provide executive-level advocacy for strategic banking clients and lead early-stage implementations as a billable expert to establish a foundation for the future delivery team.
Must-Have Experience
- AI-native mindset. You use AI as everyday leverage in both work and life, with clear opinions on what works and what does not. You stay current on frontier-model progress, go beyond prompting to building lightweight tools and automations, and you enjoy sharing practical, real examples with teammates and clients.
- Deep direct experience working inside a bank or credit union (e.g., Commercial / Business Banking, Retail Banking, Lending, Treasury, Payments) in a leadership or senior individual contributor role.
- Proven Salesforce financial services experience as an industry strategist, industry executive, practice lead, or equivalent at Salesforce or a Salesforce SI.
- Demonstrated success driving go-to-market and revenue: influencing pipeline, shaping deals, and presenting to executive stakeholders at banks.
- Strong executive presence and communication skills; comfortable in boardroom-level conversations with Salesforce plus bank leadership.
Nice-to-Have Experience
- Prior responsibility for building or leading a Salesforce banking practice at a consulting/implementation partner.
- Experience managing or overseeing delivery teams (architects, consultants, PMs) for banking projects, even if not hands-on billable.
- Experience in the mid market / regional banking and credit union segment specifically (not only large tier 1 banks).
What This Role Is Not
- This is not a pure project delivery / firefighting role; you will partner with delivery leaders but are not primarily a billable delivery director.
- This is not a quota-carrying AE role; you will be a key deal shaper and industry face, working alongside sales.
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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