We are seeking a Principal Consultant, specialized in Agentforce Revenue Management to join our growing team. This is a high-impact leadership role designed for a strategic technologist who thrives at the intersection of business architecture and client partnership.
As a Principal Consultant, you won't just implement software; you will act as a visionary for our clients, guiding them through the critical transition from legacy Salesforce CPQ to Revenue Cloud Advanced (RCA). You will be the primary architect for complex engagements, a key player in pre-sales strategy, and a mentor dedicated to elevating our internal functional expertise.
Key Responsibilities:
- Serve as the Lead Solution Designer for projects of any rank or complexity, translating intricate business needs into scalable RCA architectures.
- Facilitate high-level planning and prioritization sessions, focusing on how platform changes impact business processes and long-term ROI.
- Partner with clients to formulate comprehensive change management plans, including training, enablement, communication, and rollout strategies.
- Drive difficult conversations with stakeholders and partner with Delivery Leadership to manage escalations and clarify project scope.
- Identify delivery gaps and develop reusable assets (blueprints, industry templates, best practices) to improve our global delivery methodology.
- Act as a Functional SME in Revenue Cloud (CPQ/RCA/RLM) while maintaining cross-functional expertise in additional Salesforce Clouds or Verticals.
- Design and implement end-to-end solutions covering RCA, Billing, Contract Management, and complex declarative automations.
- Lead complex data migrations and design integrations between Salesforce and external ERP/Accounting systems via point-to-point or middleware (IPaaS) solutions.
- Formulate and communicate a "Point of View" on new Salesforce releases (like Agentforce) and their specific implications for our client base.
- Lead the scoping of new engagements and provide accurate Levels of Effort (LoE) for complex platform customizations.
Qualifications:
- 6+ years of Salesforce Consulting experience, with a minimum of 2+ years specifically focused on Revenue Cloud (CPQ/RLM/RCA) implementations.
- Expert-level knowledge of declarative automation, reporting, and system customization. Proven experience with Revenue Cloud Advanced is highly preferred.
- Deep understanding of Quote-to-Cash processes and the broader Salesforce ecosystem (Sales Cloud, Service Cloud, Billing, CPQ).
- Strong grasp of revenue recognition principles, accounting standards, and best practices in recurring revenue models.
- Proven ability to lead client discussions, influence decision-making, and resolve complex solutioning challenges.
- Excellent communication, problem-solving, and stakeholder management skills.
- Salesforce certifications such as Salesforce Certified Revenue Cloud Consultant and CPQ Specialist are required. Additional certifications (e.g., Data Architecture, Sharing and Visibility, or System Architect) are a significant plus.
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 by building trusted relationships with clients and mentoring teammates.
- Grow Together, Win Together by sharing knowledge, celebrating wins, and elevating others.
- Bring Your Authentic Self to Work by fostering openness, empathy, and integrity in every interaction.
- Take the Path You’ll Be Proud Of by delivering excellence, owning outcomes, and learning from challenges.
- Push Boundaries, Blow Minds by designing creative, scalable solutions that drive real impact.
What Happens Next?
We know that applying for a new role takes time and energy. At Plative, every application is thoughtfully reviewed by real people on our Talent Team. We aim to review applications within 2 weeks. If we think your skills align with what we’re looking for, we’ll be in touch to connect further!
Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
