
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.
• Define and execute the FINS practice growth strategy with executive leadership • Innovate and deploy industry-specific accelerators for banking, wealth management, and insurance clients • Establish standardized delivery methodologies for high-compliance environments, including PII/PCI privacy, auditability, and validation standards • Manage delivery teams to achieve annual utilization targets while contributing personally on high-stakes engagements • Serve as a billable advisor or delivery executive during critical project phases, discovery sessions, and steering committee milestones • Identify and resolve scope, architecture, and cost risks on enterprise client accounts • Lead, coach, provide performance feedback, and conduct annual reviews for senior directors, architects, and delivery leads • Oversee recruitment, interview loops, onboarding, staffing, and training for specialized FINS consulting talent • Foster collaboration across nationally distributed delivery teams • Track and optimize billability, project margin, solution quality, and client satisfaction metrics • Drive communication among internal stakeholders, delivery teams, and client executives • Build best practices, participate in the Center of Excellence, develop the consulting pyramid, mentor team members, and optimize internal teams
• 10+ years of consulting experience in delivery leadership related to iterative software development, ideally Salesforce • 5+ years of deep domain experience serving Financial Services and Insurance clients across banking, lending, wealth/asset management, P&C, or life insurance • 4+ years leading groups of 20+ individuals distributed nationally • 8–10+ years delivering business solutions on the Salesforce platform across Salesforce clouds • Salesforce.com Platform certification and associated accreditation • Excellent communication skills and ability to understand business requirements and think on your feet • 2+ years of channel management experience • Entrepreneurial self-starter able to set expectations and manage timelines and deliverables • Full-time permanent US work authorization • Bachelor's degree preferred, or equivalent experience
• Flexible working hours with an emphasis on a life-work balance • 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, and 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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