Jobs · Management

Director (FINS)

Coastal · United States · 1 mo ago
RemoteRemoteManagementFull-time

Job Responsibilities

  • Collaborate with the senior leadership team to innovate and achieve company objectives
  • Develop key accelerators to help increase time to value to our customers and a standardized methodology for onboarding employees and customers
  • Provide guidance, coaching, mentoring, and day-to-day direction for a team of direct reports on a project(s)
  • Handle the performance feedback and annual review processes for direct reports
  • Recruit, select, staff, and train consultants into the practice
  • Build, manage, and foster a team-oriented environment
  • Provide leadership, coaching, performance feedback, and resources to associates
  • Be a clear and consistent communicator with the team and leadership
  • Proactively sense and solve problems as they come

Financial Services Sales

  • New growth opportunities to drive future revenue
  • Work collaboratively with our go-to-market team to identify new opportunities and ensure continued growth success
  • Develop excellent client relationships and build C-Suite relationships
  • Maintain an accurate pipeline of all opportunities - enter, track, and monitor sales opportunities
  • Recommend and implement improvements to achieve sales goals
  • Stay up-to-date with new product offerings from channel partners and incorporate into selling efforts

Financial Services Delivery

  • Oversee the full project lifecycle, scope, budget, timeline, resources, deliverables, issues, and escalations
  • Collaborate with project teams to address potential issues around scope, solutioning, cost, and refine future scoping models to drive better efficiencies
  • Coordinate with Delivery Director to ensure delivery health, including client relationship, margin, utilization, and revenue
  • Escalate point for client and project issues
  • Identify and implement improvements for delivery as we scale and move more into the enterprise/strategic space
  • Track and monitor delivery status
  • Coach, mentor, and motivate delivery leadership and team members to consistently follow defined best practices in delivery methodology, and take proactive actions to ensure green projects and successful customers

Success Factors

  • Grow the practice - sales, revenue, and team size
  • Deliver enterprise-level Salesforce/CRM projects
  • Grow talent from within
  • Expand the relationship with Salesforce and Coastal Cloud
  • Brand recognition

Experience/Skills Required

  • 10+ years of consulting experience in delivery leadership relative to iterative software development, ideally Salesforce
  • Demonstrated success delivering consulting and implementation services
  • 4+ years of experience leading groups of 20+ individuals distributed nationally
  • 8-10+ years of experience delivering business solutions on the Salesforce platform; demonstrated ability to speak to the delivery approaches and considerations for different sizes and scales of projects and clients across Salesforce clouds
  • Experience with the Salesforce.com Go-To Market Channel
  • Excellent communicator who can easily understand business requirements and think on their feet
  • Entrepreneurial self-starter, who is good at setting expectations and managing to timelines and deliverables
  • Full-time permanent US work authorization

Why Coastal, and what we offer

  • Flexible working hours with an emphasis on a life-work balance
  • Remote-friendly - “Live by the beach, work in the Cloud,” plus company office locations in Palm Coast, FL; Atlanta, GA; Tysons, VA; Lexington, KY
  • Unlimited Paid Time Off (RTO), 401K with Company Match, and Medical, Vision, & Dental coverage
  • Competitive quarterly bonus opportunities
  • Continuing education and certification reimbursements, specifically within the Salesforce & Snowflake ecosystems; plus occasional in-house competitions with spot bonuses
  • A flexible and fun team culture!
  • Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events
  • Monthly All-Hands calls to bring the company together, and an 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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