Salesforce Practice Director | Commercial Banking & FINS SME
Core
Own and grow Plative's Salesforce banking practice for mid-market and regional banks and credit unions, acting as the face of banking in the market to shape offerings and win complex deals.
Role type
Senior industry-builder practice director (Salesforce Financial Services)
Builds
Salesforce-led solutions and repeatable offerings for commercial, business, retail, lending, treasury, and payments
Domain
Financial Services / Banking / Salesforce
Required skills
AI-native mindset, deep direct banking leadership experience, proven Salesforce financial services industry strategy experience, go-to-market and revenue driving, executive presence, solution storytelling
Preferred skills
Prior responsibility for building a Salesforce banking practice, experience managing delivery teams for banking projects, mid-market/regional banking segment expertise
Technologies
Salesforce (FSL, FSC, nCino)
Responsibilities
Define and refine the Salesforce banking value proposition, partner with Salesforce to execute joint account plans, support strategic pursuits including discovery and exec-level pitches, create thought leadership content, translate banking business drivers into Salesforce solutions, advise on Salesforce products and partner apps, mentor solution architects and consultants, build C-level relationships at target banks, lead executive workshops
Seniority
Senior, hands-on IC with leadership responsibilities