Director – Industry Advisor, FINS

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Coastal

WebsiteLinkedInAll Job Openings

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

• Strong industry understanding, structured problem solving, strategic clarity, executive presence (verbal and written), and solutions to drive deliver growth • Represent Coastal at key industry events, identifying new growth opportunities and building relationships with key industry stakeholders • Act as the Voice of FINS to prospects, clients, and partners • Responsible for supporting the scoping and estimating of programs and projects • Guide "True North" sessions for Banking/Lending executives to modernize legacy environments • Co-sell, grow, and manage strategic prospects • Develop competitive analyses designed to elevate Coastal’s brand against competitors • Educate and enable sales, pre-sales, and customer success teams specific to sub-verticals and influence Coastal’s POV • Partner cross-functionally on relevant content for events, marketing materials, and partnered GTM activities • Support market-ready solution direction & growth strategy execution • Engage with Salesforce RVPs and AEs to partner on new opportunities, drive new projects, and become a trusted partner. • Develop competitive GTM strategies for the Banking & Lending sub-verticals. • Proven ability to build, manage and foster a team-oriented environment. • Provide leadership, coaching, performance feedback and resources to associates • Be a clear and consistent communicator with the team and leadership • Work with your team to create estimates aligned with the customer requirements, expectations, and agreed upon deliverables. • Coach, mentor, and grow Market team members • Travel as needed to support the sales cycles to 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 – you will be responsible for growing our Coastal customers • Deep industry expertise with a point of view of sub-verticals • 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 communicator who can easily understand business requirements and think on their feet • Consistent record of building and running robust teams • Self-starter with the ability to multitask in a fast-paced and high-pressure work environment • Strong customer orientation and results-driven leader • Demonstrated ability to analyze and interpret data for value-based discussions • Must have full-time permanent US work authorization • Note – Determination of Senior will be based upon the candidate's previous relevant experience and depth of skills, and will be determined through our skills interview process

🏖️ Benefits

• 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