Salesforce Commercial Banking Industry Leader at Plative

<blockquote> <p data-path-to-node="0"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">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.</span></p> <p data-path-to-node="1"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Core Responsibilities</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Go-to-Market and Revenue</span></p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="2"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Define and refine Plative's Salesforce banking value proposition for mid-market and regional banks/credit unions.&nbsp;</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="2"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Partner closely with Salesforce (AEs, RVPs, Industry teams) to create and execute joint account plans in the 300M to multi billion deposit range.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="2"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Support strategic pursuits: discovery, visioning, exec-level pitches, solution storytelling, and deal shaping.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="2"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Create and deliver thought leadership (POVs, webinars, events, content) that positions Plative as a specialist in commercial and retail banking.</span></li> </ul> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Industry Strategy and Offerings</span></p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="3"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Translate banking business drivers (commercial, business, retail, lending, treasury, payments) into Salesforce-led solutions and repeatable offerings.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="3"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Define standard banking plays, reference architectures, and delivery patterns that can be scaled by the broader team.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="3"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Advise on which Salesforce products and partner apps should anchor our banking play (e.g., FSL, FSC, nCino/Loan origination, etc., as relevant).</span></li> </ul> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Internal Leadership</span></p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="4"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Act as the primary internal banking authority for sales, presales, and delivery teams.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="4"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Mentor solution architects and consultants on banking processes, regulations, and best practices.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="4"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Partner with delivery leadership to ensure what we sell is deliverable and sets us up for successful referenceable clients.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="4"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Help define the hiring plan for the future banking team (architects, consultants, PMs) as the practice grows.</span></li> </ul> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Client and Market Engagement</span></p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="5"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Build C level and SVP level relationships at target banks and credit unions.&nbsp;</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="5"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Lead executive workshops to connect banking strategy and operating models to Salesforce capabilities.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="5">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.</li> </ul> <p data-path-to-node="6"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Must-Have Experience&nbsp;</span></p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="6"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><strong data-start="2" data-end="24" data-is-only-node="">AI-native mindset.</strong> 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.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="6"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">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.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="6"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Proven Salesforce financial services experience as an industry strategist, industry executive, practice lead, or equivalent at Salesforce or a Salesforce SI.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="6"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Demonstrated success driving go-to-market and revenue: influencing pipeline, shaping deals, and presenting to executive stakeholders at banks.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="6"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Strong executive presence and communication skills; comfortable in boardroom-level conversations with Salesforce plus bank leadership.</span></li> </ul> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Nice-to-Have Experience</span></p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="7"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Prior responsibility for building or leading a Salesforce banking practice at a consulting/implementation partner.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="7"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Experience managing or overseeing delivery teams (architects, consultants, PMs) for banking projects, even if not hands-on billable.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="7"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Experience in the mid market / regional banking and credit union segment specifically (not only large tier 1 banks).</span></li> </ul> <p data-path-to-node="8"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">What This Role Is Not</span></p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="8"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">This is not a pure project delivery / firefighting role; you will partner with delivery leaders but are not primarily a billable delivery director.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-path-to-node="8"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">This is not a quota-carrying AE role; you will be a key deal shaper and industry face, working alongside sales.</span></li> </ul> </blockquote> <p>&nbsp;</p><div class="content-conclusion"><p></p> <p data-path-to-node="10,0"><strong data-path-to-node="10,0" data-index-in-node="0">How You’ll Embody Our Core Values</strong> At Plative, our core values shape how we work, collaborate, and grow. As part of the team, you will:</p> <ul data-path-to-node="10,1"> <li> <p data-path-to-node="10,1,0,0"><strong data-path-to-node="10,1,0,0" data-index-in-node="0">Put People First:</strong> Build trusted relationships with clients and mentor teammates.</p> </li> <li> <p data-path-to-node="10,1,1,0"><strong data-path-to-node="10,1,1,0" data-index-in-node="0">Grow Together, Win Together:</strong> Share knowledge, celebrate wins, and elevate others.</p> </li> <li> <p data-path-to-node="10,1,2,0"><strong data-path-to-node="10,1,2,0" data-index-in-node="0">Bring Your Authentic Self to Work:</strong> Foster openness, empathy, and integrity in every interaction.</p> </li> <li> <p data-path-to-node="10,1,3,0"><strong data-path-to-node="10,1,3,0" data-index-in-node="0">Take the Path You’ll Be Proud Of:</strong> Deliver excellence, own outcomes, and learn from challenges.</p> </li> <li> <p data-path-to-node="10,1,4,0"><strong data-path-to-node="10,1,4,0" data-index-in-node="0">Push Boundaries, Blow Minds:</strong> Design creative, scalable solutions that drive real impact.</p> </li> </ul> <p><strong data-path-to-node="10,3" data-index-in-node="0">Compensation</strong> Compensation is competitive and benchmarked to the market. Exact ranges vary by region and will be discussed during the initial interview process.</p> <p data-path-to-node="10,2"><strong data-path-to-node="10,2" data-index-in-node="0">AI Disclosure &amp; Hiring Practices</strong> 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.</p> <p data-path-to-node="10,4"><em>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.</em></p> <p></p> <p></p></div>