Director – Industry Advisor, FINS

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

📋 Description

• Strong understanding of the industry, structured problem-solving skills, strategic clarity, and executive presence (both verbal and written) to facilitate growth.

• Represent Coastal at significant industry events, pinpointing new growth opportunities and establishing relationships with key stakeholders in the industry.

• Serve as the Voice of FINS to prospects, clients, and partners.

• Responsible for assisting in the scoping and estimating of programs and projects.

• Lead "True North" sessions for Banking/Lending executives aimed at modernizing outdated environments.

• Collaborate to sell, expand, and manage strategic prospects.

• Create competitive analyses designed to enhance Coastal’s brand against its competitors.

• Educate and empower sales, pre-sales, and customer success teams regarding specific sub-verticals and influence Coastal’s point of view.

• Collaborate cross-functionally on relevant content for events, marketing materials, and co-go-to-market activities.

• Support the direction of market-ready solutions and the execution of growth strategies.

• Engage with Salesforce RVPs and AEs to collaborate on new opportunities, drive new projects, and establish a trusted partnership.

• Develop competitive go-to-market strategies for the Banking & Lending sub-verticals.

• Demonstrated ability to build, manage, and cultivate a team-oriented environment.

• Provide leadership, coaching, performance feedback, and resources to associates.

• Maintain clear and consistent communication with the team and leadership.

• Collaborate with your team to create estimates that align with customer requirements, expectations, and agreed-upon deliverables.

• Coach, mentor, and develop Market team members.

• Travel as necessary to support sales cycles and close business.

⛳️ Requirements

• 8+ years of consulting experience in delivery leadership related to iterative software development, preferably Salesforce, in the FINS industry.

• 5+ years of sales experience.

• Proven track record of portfolio growth – responsible for expanding our Coastal customer base.

• In-depth industry expertise with a perspective on sub-verticals.

• Commitment to fostering long-term relationships with customers and securing business through trusted partnerships.

• Consultative mindset and a dedication to continuous learning in a dynamic environment.

• Understanding of and relationships within the Salesforce portfolio, including newly acquired solutions like Mulesoft, Tableau, Slack, and others.

• Excellent communication skills with the ability to quickly grasp business requirements and respond effectively.

• Consistent history of building and managing strong teams.

• Self-motivated with the capability to multitask in a fast-paced, high-pressure work environment.

• Strong customer focus and results-oriented leadership.

• Proven ability to analyze and interpret data for value-based discussions.

• Must possess full-time permanent authorization to work in the US.

• Note – The determination of seniority will be based on the candidate's relevant prior experience and depth of skills, assessed through our skills interview process.

🏝️ Benefits

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

• Remote flexible work options; along with company office locations in Palm Coast, FL; Atlanta, GA; Tysons, VA; and 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.

• Reimbursement for continuing education and certifications, particularly within the Salesforce and Snowflake ecosystems; occasional in-house competitions with spot bonuses.

• A flexible and enjoyable team culture! We prioritize transparency, support, flexibility, growth, teamwork, fun, and much more.

• Regular team and culture-building activities, both virtual and in-person, including Lunch and Learns, Happy Hours, and team-building events.

• Monthly All-Hands meetings to unite the company, along with an open-door leadership policy that encourages access to mentorship and guidance.

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

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