Senior Technical Project Manager | Financial Services

Posted Yesterday
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11 Locations
Remote
Senior level
Information Technology • Software • Consulting
The Role
Manage a portfolio of complex, enterprise Salesforce implementation projects across the full lifecycle. Lead cross-functional teams, coordinate clients and stakeholders, manage budgets, resources, risks, and escalations, and ensure business requirements are incorporated into Salesforce designs, integrations, and data transfers. Facilitate discovery workshops, communicate project status, maintain delivery standards, and build executive client relationships while mentoring team members.
Summary Generated by Built In

As a Senior Technical Project Manager, you will be responsible for managing a portfolio of Salesforce implementation projects with a wide variety of clients. Candidates for this role should possess strong Salesforce platform implementation and delivery experience and integration capabilities. We are looking for a collaborative partner to lead diverse teams through the full project lifecycle, turning intricate business challenges into elegant Salesforce solutions. If you possess a deep mastery of the Salesforce ecosystem and a passion for mentoring teams and building lasting executive partnerships, we invite you to bring your unique perspective to our delivery team.

Responsibilities Include:

  • Manage complex Salesforce implementation projects across the full lifecycle
  • Coordinate with internal projects teams and clients on an ongoing basis to ensure project health and delivery excellence.
  • Actively manage stakeholders' expectations, resource alignment, and possible conflicting priorities across projects
  • Ensure adherence to Plative's delivery structure and project management methodology during implementation of the solution.
  • Communicate reports regarding project status, risk management and escalation of issues.
  • Coordinate project teams to ensure that client business requirements are effectively incorporated into design specifications, multi-platform integrations and data transfers
  • Prepare for and lead discovery meetings and workshops with clients to discover pain points and business objectives
  • Be client advocate to resolve and manage escalations to ensure client partnership endures

Basic Qualifications:

  • 5-10 years hands-on project management experience within a consulting environment 
  • 3+ years hands-on technical experience implementing Salesforce
  • Experience running large scale, enterprise-level projects ($1M+)
  • Experience in working with C Level executives
  • Strong English fluency
  • Strong relationship management skills, including working in a fast paced environment and interacting with senior management
  • Strong skills in financial and budget management and IT governance processes
  • Proven experience using enterprise Project Management tools such as Daptiv, Microsoft Project, Smart Sheets, or equivalent
  • Proven experience using agile work management tools such as Jira

Desired Qualifications:

  • In-depth technical knowledge of the Salesforce platform
  • Delivered numerous complex Salesforce projects with various Salesforce Clouds, including Financial Services Cloud (FSC)
  • Several Salesforce certifications

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:

  • Put People First: Build trusted relationships with clients and mentor teammates.

  • Grow Together, Win Together: Share knowledge, celebrate wins, and elevate others.

  • Bring Your Authentic Self to Work: Foster openness, empathy, and integrity in every interaction.

  • Take the Path You’ll Be Proud Of: Deliver excellence, own outcomes, and learn from challenges.

  • 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.

Skills Required

  • 5-10 years of hands-on project management experience in a consulting environment
  • 3+ years of hands-on experience implementing Salesforce
  • Experience managing large-scale enterprise projects valued at $1 million or more
  • Experience working with C-level executives
  • Strong English fluency
  • Strong relationship management skills in fast-paced environments with senior management interaction
  • Strong financial and budget management skills
  • Knowledge of IT governance processes
  • Experience using enterprise project management tools such as Daptiv, Microsoft Project, Smartsheet, or equivalent
  • Experience using agile work management tools such as Jira
  • In-depth technical knowledge of the Salesforce platform
  • Experience delivering complex Salesforce projects across multiple Salesforce Clouds, including Financial Services Cloud
  • Several Salesforce certifications
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The Company
170 Employees
Year Founded: 2014

What We Do

Plative is an award-winning Salesforce and NetSuite consulting partner helping companies become AI-native through connected systems, unified data, and intelligent automation. The company delivers enterprise technology consulting and implementation services across Salesforce and NetSuite ecosystems, supporting organizations with business transformation, cloud applications, data integration, and scalable operational workflows. Its mission is to help businesses improve efficiency, customer engagement, and decision-making by connecting core platforms and applying modern AI capabilities.

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