[Remote] Director - Sales (FINS)

Note: The job is a remote job and is open to candidates in USA. Coastal is hiring a Director of Sales focused on financial services to grow its presence with banks, wealth management firms, and insurance carriers. The role develops client relationships and sales opportunities, collaborates on Salesforce solutions and project proposals, and supports customers through the sales and relationship lifecycle.

Responsibilities

• Engage with C-level stakeholders (Chief Risk Officers, VPs of Digital Banking, and Heads of Wealth/Insurance) to grow our presence within the FINS "new logo" landscape
• Create territory plans that align with fiscal year budget cycles and emerging regulatory trends (e.g., ESG reporting, open banking, and data privacy)
• Personally unearth new opportunities through high-level networking and attendance at industry forums like Money20/20 or InsureTech Connect
• Manage the customer relationship lifecycle, ensuring Salesforce solutions bridge the gap between legacy core banking systems and modern advisor/client experiences
• Lead discovery conversations that uncover pain points in loan origination, householding, policy management, and automated onboarding
• Present products and services to prospective customers that align directly to their organizational goals and objectives
• Provide professional after-sales support to enhance the relationships and customers’ dedication and long term success
• Maintain best in class forecasting and pipeline management practices to ensure leadership visibility into the health of your business
• Mentor and grow junior Business Development resources, provide oversight and support for Business Development team
• Engage with Salesforce FINS-focused RVPs and AEs to drive co-prime opportunities and establish Coastal as a preferred partner for complex FSC implementations
• Partner with Coastal Business Unit Leadership throughout the sales process in order to align business development efforts with project delivery
• Work with your team to create estimates aligned with the customer requirements, expectations, and agreed upon deliverables
• Create and deliver SOWs in line with the Coastal methodology accounting for project scope and objectives, requirements, professional fees, and project specific assumptions
• Travel as needed to support the sales cycles to close business

Skills

• Exposure to the Salesforce delivery process
• 5+ years proven expertise as a Salesforce Delivery Consultant, specifically with Financial Services Cloud (FSC) or complex data-heavy implementations
• 5+ years of Sales experience
• Proven Portfolio Growth: Experience navigating the buying process of Tier 1 banks, regional credit unions, or national insurance firms
• Experience in the Salesforce Ecosystem
• Ability to take ownership and responsibility for, and actively drive sales pursuits
• Commitment to building long term relationships with customers and winning business through trusted relationships
• Consultative mindset and a dedication to learning in a dynamic environment
• Understanding of and relationships within the Salesforce portfolio along with newly acquired solutions such as Mulesoft, Tableau, Slack, etc
• Excellent communication, preparation, strategy, presentation and execution skills
• Ability to “project manage” a sales cycle by leading collaboratively and working with other key internal groups - pre-sales, delivery, SMEs and Industry Professionals
• Organizational and time-management skills.  Being detail oriented and process driven is critical to success in this role
• Enthusiastic and passionate
• Experience with Technology: Salesforce, Zoominfo, LinkedIn
• Must have full-time permanent US work authorization
• Hands-on Salesforce consulting experience highly preferred
• Experience in FinTech or Professional Services for FINS is a major plus
• Bachelor's Degree preferred, or equivalent experience
• Experience as a Salesforce Consultant, preferably at an implementation partner

Benefits

• Flexible working hours with an emphasis on a life-work balance (in that order!).
• Remote flexible work; 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.
• 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.
• A flexible and fun team culture; the company values transparency, support, flexibility, growth, teamwork, and fun.
• Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, and team-building events.
• Monthly All-Hands calls to bring the company together.
• 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.

Company Overview