Senior Consultant, FINS

🔥 0 minutes ago

🐊 Florida, Kentucky, +1 more states – Remote

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⏰ Full Time

🟠 Senior

💼 Consultant

👻 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

• Support continued growth through nCino engagements • Review, analyze, and evaluate business systems, business requirements, and user needs • Independently formulate and implement complex systems and solutions aligned with client business strategies • Conduct meetings and prepare business process documentation • Perform process flow analysis and technology-enabled process improvement/redesign • Define requirements, develop data models, and create detailed functional designs • Lead specific portions of projects or manage own engagements • Work individually and with Coastal and client team members to achieve customer success • Take direction while showing initiative and leadership when appropriate • Exercise independent judgment on small and medium-sized client engagements or lead key components of larger projects • Perform Salesforce.com administration, configuration, data migration, and integration duties as directed • Facilitate meetings and support brainstorming and consensus building • Seek opportunities to develop professional skills

🎯 Requirements

• 5-7 years of work experience in the field • At least 1 year of consulting experience • Hands-on experience with nCino • Minimum of an active Salesforce Administrator or other Salesforce certification required • Experience with Salesforce.com or similar CRM • Excellent oral and written communication skills • Ability to work independently • Ability to discuss the benefits of a Software as a Service (SaaS) model • Basic knowledge of implementation and configuration of enterprise systems such as CRM or ERP • Ability to learn quickly and think creatively • Team player with strong interpersonal skills and ability to take a leadership role when necessary • Detail-oriented individual with the ability to quickly assimilate and apply new concepts, business models, and technologies • Must have full-time permanent US work authorization • Bachelor’s Degree preferred, or equivalent experience • Technical Background / Degree Program preferred • Business Process • Process Flow Analysis • Requirements Definition • Configuration Workbook • Data Models • Detailed Functional Design • Project Plan • Ability to travel with client or project team as needed • Ability to achieve one technical certification each quarter as specified by immediate supervisor/manager

🏖️ 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 • 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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