Director – Sales, FINS

🕒 September 22

🐊 Florida, Kentucky, +1 more states – Remote

🐊 Florida – Remote 🐎 Kentucky – Remote ⚔️ Virginia – Remote

⏰ Full Time

🔴 Lead

🤑 Sales

👻 Ghost score 17%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• 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

🎯 Requirements

• 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

🏖️ 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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