Director – Industry Advisor, FINS

🕒 September 23

🐊 Florida, Kentucky, +1 more states – Remote

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⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 10%

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Logo of Coastal

Coastal

501 - 1000 employees

Founded 2012

💼 Consulting

☁️ SaaS

🤖 Artificial Intelligence

💰 Series unknown on 2020-07

Consulting • SaaS • Artificial Intelligence

Coastal is a professional services consultancy that helps organizations turn Salesforce, Snowflake, data, and AI into measurable business outcomes. Coastal emphasizes outcome-first engagements, cross-cloud delivery teams fluent in industry context, AI-driven accelerators to shorten timelines, and ongoing post-go-live evolution to compound value. Backed by Tata Consultancy Services and highly rated by customers and partners, Coastal focuses on cloud integration, CRM/Salesforce implementations, data & AI platform work, and industry-specific delivery for sectors like public sector, telecom, nonprofit, manufacturing, and high tech.

📋 Description

• Help scale the organization and its capabilities • Partner with GTM and Delivery to drive growth strategies around key accounts • Drive cross-functional growth strategies and influence new logos and existing clients to show KPIs from engagements with Coastal • Represent Coastal at key industry events and identify new growth opportunities • Act as the Voice of FINS to prospects, clients, and partners • Represent Coastal at Money20/20, focusing on Financial Services Cloud and AI-driven wealth management • Support scoping and estimating programs and projects • Guide “True North” sessions for Banking or Insurance executives modernizing legacy core-banking integrations via MuleSoft • Co-sell, grow, and manage strategic prospects • Develop competitive analyses and competitive go-to-market strategies • Educate and enable sales, pre-sales, and customer success teams on sub-verticals and influence Coastal’s point of view • Partner cross-functionally on content for events, marketing materials, and partnered GTM activities • Support market-ready solution direction and growth strategy execution • Engage with Salesforce RVPs and AEs to partner on new opportunities and drive new projects • Build, manage, and foster a team-oriented environment • Provide leadership, coaching, performance feedback, and resources to associates • Create estimates aligned with customer requirements, expectations, and deliverables • Coach, mentor, and grow Market team members • Travel as needed to support sales cycles and close business

🎯 Requirements

• 8+ years of consulting experience in delivery leadership relative to iterative software development, ideally Salesforce, in the FINS industry • 5+ years of sales experience • Proven portfolio growth experience • Deep industry expertise with a point of view of sub-verticals • Commitment to building long-term customer relationships and winning business through trusted relationships • Consultative mindset and dedication to learning in a dynamic environment • Understanding of and relationships within the Salesforce portfolio, including MuleSoft, Tableau, Slack, etc. • Excellent communication skills and ability to understand business requirements and think on your feet • Consistent record of building and running robust teams • Self-starter able to multitask in a fast-paced and high-pressure work environment • Strong customer orientation and results-driven leadership • Demonstrated ability to analyze and interpret data for value-based discussions • Must have full-time permanent US work authorization • Experience leading digital transformation and large-scale change management efforts preferred • Strong understanding of AI preferred • Ability to engage and motivate teams preferred • Bachelor’s Degree preferred, or equivalent experience

🏖️ Benefits

• 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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