
501 - 1000 Mitarbeiter
Gegründet 2012
💼 Beratung
☁️ SaaS
🤖 Künstliche Intelligenz
💰 Series unknown im 2020-07
Consulting • SaaS • Artificial Intelligence
Coastal ist eine professionelle Beratungsagentur, die Organisationen dabei hilft, Salesforce, Snowflake, Daten und KI in messbare Geschäftsergebnisse umzuwandeln. Coastal setzt auf ergebnisorientierte Engagements, bereichsübergreifende Teams mit Branchenkenntnissen, KI-gestützte Beschleuniger zur Verkürzung von Zeitplänen und kontinuierliche Weiterentwicklung nach dem Go-Live, um den Wert zu steigern. Unterstützt von Tata Consultancy Services und hoch bewertet von Kunden und Partnern, konzentriert sich Coastal auf Cloud-Integration, CRM/Salesforce-Implementierungen, Daten- & KI-Plattformarbeiten und branchenspezifische Dienstleistungen für Sektoren wie öffentlichen Dienst, Telekommunikation, Nonprofit-Bereich, Fertigung und Hightech.
🔥 vor 10 Stunden
🗣️🇺🇸🇬🇧 Englisch erforderlich
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501 - 1000 Mitarbeiter
Gegründet 2012
💼 Beratung
☁️ SaaS
🤖 Künstliche Intelligenz
💰 Series unknown im 2020-07
Consulting • SaaS • Artificial Intelligence
Coastal ist eine professionelle Beratungsagentur, die Organisationen dabei hilft, Salesforce, Snowflake, Daten und KI in messbare Geschäftsergebnisse umzuwandeln. Coastal setzt auf ergebnisorientierte Engagements, bereichsübergreifende Teams mit Branchenkenntnissen, KI-gestützte Beschleuniger zur Verkürzung von Zeitplänen und kontinuierliche Weiterentwicklung nach dem Go-Live, um den Wert zu steigern. Unterstützt von Tata Consultancy Services und hoch bewertet von Kunden und Partnern, konzentriert sich Coastal auf Cloud-Integration, CRM/Salesforce-Implementierungen, Daten- & KI-Plattformarbeiten und branchenspezifische Dienstleistungen für Sektoren wie öffentlichen Dienst, Telekommunikation, Nonprofit-Bereich, Fertigung und Hightech.
• Engage with C-level stakeholders (Chief Risk Officers, VPs of Digital Banking, and Heads of Wealth/Insurance) to grow our presence within the FINS "new logo" landscape. • Create territory plans that align with fiscal year budget cycles and emerging regulatory trends (e.g., ESG reporting, open banking, and data privacy). • Personally unearth new opportunities through high-level networking and attendance at industry forums like Money20/20 or InsureTech Connect. • Manage the customer relationship lifecycle, ensuring Salesforce solutions bridge the gap between legacy core banking systems and modern advisor/client experiences. • Lead discovery conversations that uncover pain points in loan origination, householding, policy management, and automated onboarding. • Present products and services to prospective customers that align directly to their organizational goals and objectives • Provide professional after-sales support to enhance the relationships and customers’ dedication and long term success. • Maintain best in class forecasting and pipeline management practices to ensure leadership visibility into the health of your business. • Mentor and grow junior Business Development resources, provide oversight and support for Business Development team • Engage with Salesforce FINS-focused RVPs and AEs to drive co-prime opportunities and establish Coastal as a preferred partner for complex FSC implementations. • Partner with Coastal Business Unit Leadership throughout the sales process in order to align business development efforts with project delivery. • Work with your team to create estimates aligned with the customer requirements, expectations, and agreed upon deliverables. • Create and deliver SOWs in line with the Coastal methodology accounting for project scope and objectives, requirements, professional fees, and project specific assumptions. • Travel as needed to support the sales cycles to close business
• 5+ years proven expertise as a Salesforce Delivery Consultant, specifically with Financial Services Cloud (FSC) or complex data-heavy implementations. • 5+ years of Sales experience; experience in FinTech or Professional Services for FINS is a major plus. • Proven Portfolio Growth: Experience navigating the buying process of Tier 1 banks, regional credit unions, or national insurance firms. • Experience in the Salesforce Ecosystem • Ability to take ownership and responsibility for, and actively drive sales pursuits. • Commitment to building long term relationships with customers and winning business through trusted relationships • Consultative mindset and a dedication to learning in a dynamic environment • Understanding of and relationships within the Salesforce portfolio along with newly acquired solutions such as Mulesoft, Tableau, Slack, etc. • Excellent communication, preparation, strategy, presentation and execution skills • Ability to “project manage” a sales cycle by leading collaboratively and working with other key internal groups - pre-sales, delivery, SMEs and Industry Professionals • Organizational and time-management skills. Being detail oriented and process driven is critical to success in this role • Enthusiastic and passionate • Experience with Technology: Salesforce, Zoominfo, LinkedIn • Must have full-time permanent US work authorization • Ability to travel as required
• Flexible working hours with an emphasis on a life-work balance (in that order!) • Remote flexible work; plus company office locations in Palm Coast, FL; Atlanta, GA; Tysons, VA & Lexington, KY; travel as required to client locations • Unlimited Paid Time Off (RTO), 401K with Company Match, and Medical, Vision, & Dental coverage • Competitive quarterly bonus opportunities • Continuing education and certification reimbursements, specifically within the Salesforce and Snowflake ecosystems; plus occasional in-house competitions with spot bonuses • A flexible and fun team culture! We value transparency, support, flexibility, growth, teamwork, fun, and so much more • Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events • Monthly All-Hands calls to bring the company together, and an open-door leadership policy with access to mentorship and guidance • Opportunities for accelerated growth, networking, and career guidance and support • Trust, transparency and respect across all levels of the company
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