Client Partner – FINS

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

📋 Description

• Take charge of and implement go-to-market pursuit strategies for Tier-1 Financial Services enterprise accounts.

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

• Collaborate with Salesforce leadership on Financial Services Cloud, Data Cloud, Service Cloud, Marketing Cloud, and Revenue Cloud sales.

• Work alongside TCS Client Partners in a paired-coverage model to position Coastal as the dedicated Salesforce Center of Excellence.

• Discover and leverage Salesforce and data transformation opportunities within established Financial Services enterprise accounts.

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

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

• Manage pipeline within Salesforce, providing accurate forecasts for enterprise pursuits, software influence, and professional services revenue.

• Build and maintain C-level relationships across Financial Services enterprises.

• Guide billable paid strategic roadmaps and discovery sessions.

• Act as the designated, billable Executive Sponsor / Engagement Director on high-stakes initiatives.

• Facilitate monthly and quarterly executive steering committees.

• Conduct billable strategic advisory check-ins during implementation phases.

• Connect pre-sales commitments with execution, safeguard project health, and identify opportunities for Phase 2+ expansion.

• Provide advice to client executives on platform consolidation, AI-driven workflows from Agentforce, and data modernization.

⛳️ Requirements

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

• Extensive domain expertise in Financial Services, including Banking, Wealth Management, Insurance, or FinTech.

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

• Proven ability in a hybrid “Seller-Doer” role, responsible for both an enterprise bookings quota and billable client utilization.

• Strong architectural knowledge of enterprise-grade Salesforce solutions, including Financial Services Cloud / FSC, Core Cloud, Revenue Cloud/CPQ, Data Cloud, Marketing Cloud, and Service Cloud.

• Familiarity with Snowflake Financial Services Data Cloud, MuleSoft, Tableau, and core banking/insurance integrations such as FIS, Fiserv, Jack Henry, or Guidewire.

• A solid track record working within or alongside a Global Systems Integrator like TCS.

• Capability to navigate complex pursuit teams and structured co-selling processes with enterprise software partners.

• Proficient in commanding boardroom discussions, leading RFP presentations, and managing C-level executive steering committees.

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

• Must possess full-time permanent US work authorization.

• Preferred prior experience as a hands-on Management Consultant, Solution Architect, or Delivery Director.

• Familiarity with structured enterprise discovery methodologies, including Salesforce “True North,” design thinking workshops, or capability maturity assessments.

• Hands-on or advisory experience in the Salesforce ecosystem is beneficial.

• Experience with Agentforce and other AI-driven solutions is highly preferred.

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

• A Bachelor’s degree or equivalent practical experience is preferred.

🏝️ Benefits

• Flexible working hours with a focus on life-work balance (in that order!).

• Unlimited Paid Time Off (RTO).

• 401K with Company Match.

• Medical, Vision, & Dental coverage.

• Competitive quarterly bonus opportunities.

• Continuing education and certification reimbursements, particularly within the Salesforce and Snowflake ecosystems.

• Occasional in-house competitions with spot bonuses.

• Monthly All-Hands calls.

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

• Opportunities for rapid growth, networking, and career support.

• Trust, transparency, and respect across all levels of the organization.