
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.
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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.
• Architect Lead-to-Cash Solutions: Design comprehensive solutions leveraging Revenue Cloud Billing (RCB) features—including Billing Rules, Tax Engines, Payment Gateways, and Revenue Recognition—to meet complex financial requirements. • Technical Documentation: Deliver detailed architecture diagrams specifically focused on the Billing Data Model, GL mapping, and integration touchpoints between Salesforce and downstream ERP systems (e.g., NetSuite, Sage Intacct). • Build & Oversight: Lead the solution design and configuration of Billing objects; estimate effort for complex invoice schedulers, credit notes, and usage-based billing logic. • Integrations & Ecosystem: Evaluate when to use native Revenue Cloud Billing functionality versus partner applications (e.g., Avalara for tax, Stripe/CyberSource for payments) or custom programmatic solutions. • Technical Hands-on Leadership: Perform advanced configuration of Revenue Cloud Billing and Agentforce Revenue Management, including managing the billing lifecycle, payment runs, and data migration of financial records. • Presales & Scoping: Act as the Billing SME to assist Account Executives in scoping complex "Quote-to-Cash" engagements, ensuring technical feasibility of financial requirements. • Mentorship: Stay at the forefront of Revenue Cloud Billing releases and provide internal guidance to consultants on the nuances of the Billing package.
• Salesforce Billing Expertise or Revenue Cloud Billing Expertise: 4-6 years of Salesforce Platform experience with at least 2+ years specifically focused on Salesforce Billing (formerly SteelBrick Billing) and/or Revenue Cloud Billing implementation. • Senior Consultancy: 5+ years experience in a Senior Consultant or Architect role, leading financial transformation projects. • Prior experience with Salesforce payments • Core Competencies: Deep understanding of the Salesforce Revenue Cloud data model, specifically how CPQ Quote Lines transition into Billing Order Products and Invoices. • Required Certifications: Active Salesforce Administrator, CPQ Specialist, and Salesforce Billing Specialist (Superbadge or Certification) are required. • Financial Literacy: Strong understanding of GAAP, ASC 606 revenue recognition standards, and general accounting principles as they relate to SaaS and subscription billing. • Modeling: Ability to create complex Entity Relationship Diagrams (ERDs) illustrating the flow from Opportunity to Invoice and Revenue Schedule. • Stakeholder Management: Experience leading workshops with CFOs, Controllers, and Finance Ops teams to gather requirements. • Work Authorization: Must have full-time permanent US work authorization.
• 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
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