Senior Consultant (FINS)
Coastal · United States · 1 mo ago
RemoteRemoteConsultingFull-time
We are looking for a Senior Consultant to help us support our continued growth, focused specifically on nCino engagements. The Senior Consultant reviews, analyzes, and evaluates business systems, business requirements and user needs. They are able to independently formulate and implement more complex systems / solutions that meet client business strategies. The Senior Consultant is responsible for conducting meetings and preparing business process documentation, process flow analysis, technology-enabled process improvement/redesign, requirements definition, data modeling and detailed functional design. This person begins to demonstrate expertise in major / minor areas. The Senior Consultant relies on instructions and pre-established guidelines to perform the functions of the job. The Senior Consultant is able to lead specific portions of projects or manage their own engagements. Role Responsibilities: Works effectively individually and with Coastal and client team members to achieve customer successTakes direction from project team members and immediate supervisor, but takes initiative and shows leadership when appropriateIs able to exercise independent judgment on small and medium sized client engagements, or take a lead role on key components of a larger projectDemonstrates the ability to perform Salesforce.com administration / configuration / data migration / integration duties as directedIs able to effectively facilitate meetings and demonstrate brainstorming / consensus building skills Experience/Skills Required: 5-7 years of work experience in the field and at least 1 year of consulting experienceHands-on experience with nCinoTechnical Background / Degree Program preferredMinimum of an active Salesforce Administrator or other Salesforce certification requiredAble to discuss experience with Salesforce.com or similar CRMPossesses excellent oral and written communication skillsAbility to work independentlyAble to discuss the benefits of a Software as a Service (SaaS) modelBasic Knowledge of implementation and configuration of enterprise systems such as CRM or ERPAbility to learn quickly and think creativelyTeam player with strong interpersonal skills and ability to take a leadership role when necessaryDetail-oriented individual with the ability to quickly assimilate and apply new concepts, business models, and technologiesMust have full-time permanent US work authorizationNote – Determination of Senior will be based upon the candidate's previous relevant experience and depth of skills, and will be determined through our skills interview process Additional Preferred Experience/Skills: Bachelor’s Degree preferred, or equivalent experienceBusiness ProcessProcess Flow AnalysisRequirements DefinitionConfiguration WorkbookData ModelsDetailed Functional DesignProject PlanSeeks opportunities to develop professional skillsAchieves one technical certification each quarter as specified by immediate supervisor/managerTravels with client or project team as needed Why Coastal, and what we offer: Flexible working hours with an emphasis on a life-work balance (in that order!)Remote flexible work; plus 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, and Medical, Vision, & Dental coverage Competitive quarterly bonus opportunitiesContinuing education and certification reimbursements, specifically within the Salesforce and Snowflake ecosystems; plus occasional in-house competitions with spot bonusesA flexible and fun team culture! We value transparency, support, flexibility, growth, teamwork, fun, and so much moreFrequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building eventsMonthly All-Hands calls to bring the company together, and an open-door leadership policy with access to mentorship and guidanceOpportunities for accelerated growth, networking, and career guidance and supportTrust, transparency and respect across all levels of the company Coastal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.