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