Director (FINS)
Director (FINS)
Coastal is looking for a high performing Director, Financial Services to join our team. The Director, Financial Services impacts the way our Financial Services team delivers customer solutions, collaborates as a team, and provides transformational leadership across the board for our or customers. The Director of Financial Services plays a significant role in creating meaningful work for our consultants by creating new growth opportunities to drive future revenue; driving strategic relationship of market channels with Salesforce and Partners; defining processes and innovating on accelerators that help drive better engagement with customers. Additionally, the Director of Financial Services will work to recruit, hire, staff and train consultants into the practice. The Director of Financial Services will play a significant role in taking the organization to the next level of performance, helping to scale the organization and capabilities. Success is measured for this role by the achievement of sales & revenue goals and the achievement of individual utilization targets.
Role Responsibilities:
Financial Services Practice
Strategy: Collaborate with the senior leadership team to innovate and achieve company objectives
Strategy: 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
Support recruitment, selection, staffing and onboarding of consultants to projects; assist in qualifying opportunities and work with people managers and consultants to assess project fit
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; working collaboratively with our go to market team to identify new opportunities and ensure continued growth success
Drive strategic relationship of market channels with Salesforce and Partners
Develops excellent client relationships and builds Client C-Suite relationships
Maintains an accurate pipeline of all opportunities - entering, tracking and monitoring sales opportunities
Recommending & implementing improvements to achieve sales goals
Provides value in complex negotiations & the closing of new business
Staying abreast of new product offerings from channel partners and incorporating into selling efforts
Financial Services Delivery
Oversee full project lifecycle, scope, budget, timeline, resources, deliverables, issues and escalations
Collaborate with project teams to address potential issues around scope, solutioning, cost, and refines future scoping models to drive better efficiencies
Coordinate with Delivery Director to ensure delivery health, including client relationship, margin, utilization, revenue
Escalation point for client and project issues
Identify and implement improvements for delivery as we scale and move more into the enterprise/strategic space
Tracking and monitoring 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
Become an enterprise consultancy - deliver enterprise level Salesforce/CRM projects
Develop the team - 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
Must have full-time permanent US work authorization
Why Coastal, and what we offer:
Flexible working hours with an emphasis on a life-work balance (in that order!)
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! We value transparency, support, flexibility, growth, teamwork, fun, and so much more
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
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.
Coastal is looking for a high performing Director, Financial Services to join our team. The Director, Financial Services impacts the way our Financial Services team delivers customer solutions, collaborates as a team, and provides transformational leadership across the board for our or customers. The Director of Financial Services plays a significant role in creating meaningful work for our consultants by creating new growth opportunities to drive future revenue; driving strategic relationship of market channels with Salesforce and Partners; defining processes and innovating on accelerators that help drive better engagement with customers. Additionally, the Director of Financial Services will work to recruit, hire, staff and train consultants into the practice. The Director of Financial Services will play a significant role in taking the organization to the next level of performance, helping to scale the organization and capabilities. Success is measured for this role by the achievement of sales & revenue goals and the achievement of individual utilization targets.
Role Responsibilities:
Financial Services Practice
Strategy: Collaborate with the senior leadership team to innovate and achieve company objectives
Strategy: 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
Support recruitment, selection, staffing and onboarding of consultants to projects; assist in qualifying opportunities and work with people managers and consultants to assess project fit
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; working collaboratively with our go to market team to identify new opportunities and ensure continued growth success
Drive strategic relationship of market channels with Salesforce and Partners
Develops excellent client relationships and builds Client C-Suite relationships
Maintains an accurate pipeline of all opportunities - entering, tracking and monitoring sales opportunities
Recommending & implementing improvements to achieve sales goals
Provides value in complex negotiations & the closing of new business
Staying abreast of new product offerings from channel partners and incorporating into selling efforts
Financial Services Delivery
Oversee full project lifecycle, scope, budget, timeline, resources, deliverables, issues and escalations
Collaborate with project teams to address potential issues around scope, solutioning, cost, and refines future scoping models to drive better efficiencies
Coordinate with Delivery Director to ensure delivery health, including client relationship, margin, utilization, revenue
Escalation point for client and project issues
Identify and implement improvements for delivery as we scale and move more into the enterprise/strategic space
Tracking and monitoring 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
Become an enterprise consultancy - deliver enterprise level Salesforce/CRM projects
Develop the team - 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
Must have full-time permanent US work authorization
Why Coastal, and what we offer:
Flexible working hours with an emphasis on a life-work balance (in that order!)
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! We value transparency, support, flexibility, growth, teamwork, fun, and so much more
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
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.