Client Partner

🔥 20 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🤝 Client Partner

👻 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

• Own and execute go-to-market pursuit strategies across Tier-1 CBS enterprise accounts • Manage complex, multi-million-dollar, multi-year digital transformation pursuits • Co-sell with Salesforce leadership across Commerce Cloud, Marketing Cloud, Data Cloud, Revenue Cloud, and Service Cloud • Align with TCS Client Partners in a joint paired-coverage model to position Coastal as the dedicated Salesforce Center of Excellence • Identify and capture Salesforce and data transformation whitespace within established CBS enterprise accounts • Lead pursuit strategy, proposal development, commercial modeling, and SOW architecture • Collaborate with Pre-Sales and Delivery Leadership to align deal economics with delivery realities and margin targets • Maintain pipeline management within Salesforce and forecast enterprise pursuits, software influence, and professional services revenue • Establish and nurture C-level relationships across CBS enterprises • Lead billable paid advisory engagements, including True North roadmaps, operating model assessments, process optimizations, unified commerce roadmaps, and platform rationalization studies • Serve as named billable Executive Sponsor / Engagement Director on high-stakes programs • Lead monthly and quarterly executive steering committees with client executives • Maintain strategic advisory check-ins during implementation to bridge pre-sales commitments with delivery execution • Protect project health and identify Phase 2+ expansion opportunities • Advise client executives on platform consolidation, AI-driven workflows, and data modernization across omnichannel, direct-to-consumer, and B2B service models

🎯 Requirements

• 15+ years of enterprise consulting & commercial leadership within the Salesforce ecosystem or enterprise IT services • Deep domain experience in Consumer & Business Services (CBS), including Retail, CPG, Travel/Hospitality, or Professional/Business Services • Proven track record of closing and governing multi-million-dollar, multi-year programs • Proven experience in a hybrid “Seller-Doer” role with accountability for both an enterprise bookings quota and billable client utilization • Strong architectural understanding of enterprise-grade Salesforce solutions: Core Cloud, Revenue Cloud/CPQ, Commerce Cloud, Data Cloud, Marketing Cloud, and Service Cloud • Familiarity with adjacent ecosystem platforms including Snowflake, MuleSoft, Tableau, and core ERP integrations such as SAP/Oracle • Proven track record operating within or alongside a Global Systems Integrator (GSI) like TCS • Ability to navigate matrixed pursuit teams and structured co-sell motions with enterprise software partners • Capable of commanding boardrooms, leading RFP orals, and running C-level executive steering committees • Willingness to travel up to approximately 50–75%, including potential international travel • Must have full-time permanent US work authorization • Prior foundational background as a hands-on Management Consultant, Solution Architect, or Delivery Director preferred • Experience running structured enterprise discovery methodologies preferred • Hands-on or advisory experience within the Salesforce ecosystem; Agentforce and other AI-driven implementations strongly preferred • Prior quota-carrying experience within a GSI-affiliated or partner-ecosystem sales organization preferred • Bachelor's degree or equivalent practical experience

🏖️ Benefits

• Flexible working hours with an emphasis on a life-work balance (in that order!) • 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 • 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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