Plative · 2 days ago
Salesforce Commercial Banking Industry Leader
United States
Full-time
Remote
Senior LevelPlative is a company focused on enhancing the banking experience through Salesforce solutions. They are seeking a Salesforce Commercial Banking Industry Leader to own and grow their Salesforce banking practice, partnering with Salesforce and shaping complex deals for mid-market and regional banks and credit unions.
Cloud ComputingConsultingCRMEnterprise Resource Planning (ERP)
Responsibilities
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
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)
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
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
Qualification
Required
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
Preferred
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)
Company
Plative
Digital-first management consultancy specialized in Salesforce, NetSuite, and AWS
Founded in 2014
51-200 employees
H1B Sponsorship
Plative has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (3)
2023 (1)
2022 (7)
2021 (2)
Funding
Current Stage
Growth StageLeadership Team
Naushad Parpia
CEO
Paulo Kaiser
Chief Executive Officer
Recent News
2025-08-20
Company data provided by crunchbase