Client Partner

Posted Sep 15

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership and implement go-to-market strategies for Tier-1 CBS enterprise accounts.

• Oversee intricate, multi-million-dollar, multi-year digital transformation initiatives.

• Collaborate with Salesforce leadership across various clouds, including Commerce Cloud, Marketing Cloud, Data Cloud, Revenue Cloud, and Service Cloud.

• Work in tandem with TCS Client Partners in a joint paired-coverage model to establish Coastal as the dedicated Salesforce Center of Excellence.

• Discover and secure Salesforce and data transformation opportunities within established CBS enterprise accounts.

• Direct pursuit strategy, proposal creation, commercial modeling, and SOW architecture.

• Partner with Pre-Sales and Delivery Leadership to ensure deal economics align with delivery realities and margin expectations.

• Manage pipeline activities in Salesforce and forecast enterprise pursuits, software influence, and professional services revenue.

• Cultivate and maintain C-level relationships across CBS enterprises.

• Lead billable paid advisory engagements, including True North roadmaps, operating model evaluations, process enhancements, unified commerce roadmaps, and platform rationalization assessments.

• Act as the designated billable Executive Sponsor / Engagement Director on critical programs.

• Facilitate monthly and quarterly executive steering committees with client executives.

• Conduct strategic advisory check-ins during implementation to link pre-sales commitments with delivery execution.

• Safeguard project health and pinpoint Phase 2+ expansion possibilities.

• Counsel client executives on platform consolidation, AI-driven workflows, and data modernization across omnichannel, direct-to-consumer, and B2B service models.


⛳️ Requirements

• 15+ years of experience in enterprise consulting and commercial leadership within the Salesforce ecosystem or enterprise IT services.

• Extensive domain knowledge in Consumer & Business Services (CBS), including Retail, CPG, Travel/Hospitality, or Professional/Business Services.

• Demonstrated success in closing and managing multi-million-dollar, multi-year programs.

• Proven experience in a hybrid “Seller-Doer” capacity, responsible for both enterprise bookings quotas and billable client utilization.

• Strong architectural understanding of enterprise-grade Salesforce solutions, such as Core Cloud, Revenue Cloud/CPQ, Commerce Cloud, Data Cloud, Marketing Cloud, and Service Cloud.

• Familiarity with related ecosystem platforms including Snowflake, MuleSoft, Tableau, and core ERP integrations such as SAP/Oracle.

• Proven history of operating within or alongside a Global Systems Integrator (GSI) like TCS.

• Ability to navigate matrixed pursuit teams and structured co-sell motions with enterprise software partners.

• Capable of leading boardroom discussions, managing RFP orals, and running C-level executive steering committees.

• Willingness to travel approximately 50–75%, including potential international travel.

• Must possess full-time permanent US work authorization.

• Prior experience as a hands-on Management Consultant, Solution Architect, or Delivery Director is preferred.

• Experience in executing structured enterprise discovery methodologies is preferred.

• Hands-on or advisory experience within the Salesforce ecosystem; familiarity with Agentforce and other AI-driven implementations is highly preferred.

• Prior quota-carrying experience in a GSI-affiliated or partner-ecosystem sales organization is preferred.

• Bachelor’s degree or equivalent practical experience is required.


🏝️ Benefits

• Flexible working hours prioritizing life-work balance (in that order!).

• Unlimited Paid Time Off (RTO).

• 401K with company matching.

• Medical, Vision, & Dental insurance coverage.

• Competitive quarterly bonus opportunities.

• Reimbursements for continuing education and certification, particularly within the Salesforce and Snowflake ecosystems.

• Occasional in-house competitions with spot bonuses.

• Monthly All-Hands meetings.

• Open-door leadership policy providing access to mentorship and guidance.

• Opportunities for accelerated growth, networking, as well as career guidance and support.

• Trust, transparency, and respect at all levels of the company.

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