Principal Salesforce Consultant | Core
Senior client-facing Salesforce leadership role in Plative's Delivery team, based in LATAM: lead solution design, technical discovery, and architecture-level advisory for enterprise clients across Sales, Service, and Experience Clouds (including Financial Services Cloud), while mentoring consultants. It is an architect-advisor position, not a hands-on coding role.
- Compensation
- Not disclosed
- Location
- LATAM
- Work setup
- Not specified
- Seniority
- Principal
- Employment
- Not specified
- Experience
- 10+ years
- Category
- Software engineering
- Posted
Skills
Must have
- 10–15 years of Salesforce consulting experience in Principal Consultant, Solution Architect, or Technical Lead roles
- Deep functional and technical knowledge of Sales Cloud, Service Cloud, and Experience Cloud
- Strong understanding of system architecture, including APIs, data flows, and middleware (iPaaS) platforms
- Proven experience with Salesforce FSC (Financial Services Cloud), specifically within wealth and asset management
- Advanced skills in declarative automation, reporting, and complex system configurations
- Expertise in planning complex data migrations and designing point-to-point integrations
- Ability to push back on client requests with data-driven reasoning and platform-specific best practices
- Track record of coaching and developing others to grow the team's technical maturity
- Exceptional facilitation skills bridging business-centric and developer-centric discussions
Nice to have
- Experience in CMT (Communications, Media & Tech) or TMT industries
Full description
The Principal Salesforce Consultant is a senior, tech-forward leadership role within the Delivery team. This position bridges the gap between functional business consulting and technical architecture, serving as a trusted advisor to enterprise clients. You will lead solution design, advise on technical feasibility, and guide implementation strategies without being responsible for hands-on coding.
This role requires a seasoned expert who can "own the room" with technical stakeholders while translating complex business needs into scalable, high-impact Salesforce solutions.
Key Responsibilities:
- Lead solution design and technical discovery sessions for enterprise-level projects, acting as the primary Architect-leaning lead.
- Act as a trusted advisor to clients, guiding them on what is technically feasible versus what is not recommended based on platform best practices.
- Translate complex business requirements into clear technical blueprints, ensuring solutions are scalable and align with long-term digital transformation goals.
- Lead workshops and provide thought leadership across Sales, Service, and Experience Clouds, ensuring architecture aligns with compliance and security requirements.
- Partner closely with developers and engineering teams to guide integrations and customizations (without performing the coding yourself).
- Support pre-sales efforts by providing strategic input and accurate level-of-effort estimates for complex technical customizations.
- Drive client-facing technical conversations and lead difficult discussions with executive stakeholders to ensure project alignment.
- Coach and mentor team members across functional and technical areas; contribute to internal enablement assets and industry process blueprints.
Required Expertise:
- 10–15 years of Salesforce consulting experience, with a background in Principal Consultant, Solution Architect, or Technical Lead roles.
- Deep functional and technical knowledge of Sales Cloud, Service Cloud, and Experience Cloud.
- Strong understanding of system architecture, including APIs, data flows, and middleware (iPaaS) platforms.
- Proven experience with Salesforce FSC (Financial Services Cloud), specifically within wealth and asset management.
- Advanced skills in declarative automation, reporting, and complex system configurations.
- Expertise in planning complex data migrations and designing point-to-point integrations.
- While industry-agnostic candidates are welcome, experience in CMT (Communications, Media & Tech) or TMT is a significant plus.