
501 - 1000 employés
Fondée en 2012
💼 Conseil
☁️ SaaS
🤖 Intelligence artificielle
💰 Series unknown en 2020-07
Consulting • SaaS • Artificial Intelligence
Coastal est un cabinet de conseil en services professionnels qui aide les organisations à transformer Salesforce, Snowflake, les données et l'IA en résultats commerciaux mesurables. Coastal met l'accent sur des engagements orientés vers les résultats, des équipes de livraison inter-cloud maîtrisant le contexte sectoriel, des accélérateurs pilotés par l'IA pour réduire les délais, et une évolution continue après la mise en ligne pour augmenter la valeur. Soutenu par Tata Consultancy Services et très bien noté par les clients et partenaires, Coastal se concentre sur l'intégration cloud, les implémentations CRM/Salesforce, les travaux sur les plateformes de données et d'IA, et la livraison spécifique au secteur pour des domaines comme le secteur public, les télécommunications, les organisations à but non lucratif, la fabrication et la haute technologie.
🕒 il y a 1 mois
🗣️🇺🇸🇬🇧 Anglais requis
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501 - 1000 employés
Fondée en 2012
💼 Conseil
☁️ SaaS
🤖 Intelligence artificielle
💰 Series unknown en 2020-07
Consulting • SaaS • Artificial Intelligence
Coastal est un cabinet de conseil en services professionnels qui aide les organisations à transformer Salesforce, Snowflake, les données et l'IA en résultats commerciaux mesurables. Coastal met l'accent sur des engagements orientés vers les résultats, des équipes de livraison inter-cloud maîtrisant le contexte sectoriel, des accélérateurs pilotés par l'IA pour réduire les délais, et une évolution continue après la mise en ligne pour augmenter la valeur. Soutenu par Tata Consultancy Services et très bien noté par les clients et partenaires, Coastal se concentre sur l'intégration cloud, les implémentations CRM/Salesforce, les travaux sur les plateformes de données et d'IA, et la livraison spécifique au secteur pour des domaines comme le secteur public, les télécommunications, les organisations à but non lucratif, la fabrication et la haute technologie.
• Build relationships with retail and commercial banks, wealth management firms, and insurance carriers • Collaborate with teams to design Salesforce solutions that prioritize security and client-centricity • Engage with C-level stakeholders to grow presence within the FINS new-logo landscape • Create territory plans aligned with fiscal-year budget cycles and emerging regulatory trends • Unearth new opportunities through high-level networking and industry forums • Manage the customer relationship lifecycle • Bridge legacy core banking systems with modern advisor/client experiences through Salesforce solutions • Lead discovery conversations covering loan origination, householding, policy management, and automated onboarding • Present products and services aligned with prospective customers’ goals and objectives • Provide professional after-sales support • Maintain forecasting and pipeline management practices • Mentor and grow junior Business Development resources • Drive co-prime opportunities with Salesforce FINS-focused RVPs and AEs • Partner with Business Unit Leadership to align business development with project delivery • Create estimates aligned with customer requirements and deliverables • Create and deliver SOWs covering project scope, objectives, requirements, professional fees, and assumptions • Travel as needed to support sales cycles
• 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 • 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; detail oriented and process driven • Enthusiastic and passionate • Experience with Salesforce, Zoominfo, LinkedIn • Must have full-time permanent US work authorization • Bachelor’s Degree preferred, or equivalent experience • Experience as a Salesforce Consultant, preferably at an implementation partner • Travel as needed to support the sales cycles to close business
• Flexible working hours with an emphasis on a life-work balance (in that order!) • Remote flexible work • Unlimited Paid Time Off (RTO) • 401K with Company Match • Medical, Vision, & Dental coverage • Competitive quarterly bonus opportunities • Continuing education and certification reimbursements, specifically within the Salesforce and Snowflake ecosystems • Occasional in-house competitions with spot bonuses • A flexible and fun team culture • Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events • Monthly All-Hands calls • 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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