Coastal · 1 day ago
Director - Financial Services
United States
Full-time
Remote
Director/Executive
10+ years expCoastal 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 and provides transformational leadership across the board for our customers.
Cloud ComputingCloud ManagementConsultingInformation Technology
No H1B
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
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
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
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
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
Qualification
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
Company
Coastal
ISG’s top-ranked Salesforce & AI consultancy. 5/5 Salesforce AppExchange rating, with 500+ reviews. 3 Salesforce Partner Innovation Awards.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Sverica Capital
2025-12-10Acquired
2020-06-04Series Unknown
Leadership Team
L
Laura Sandman
VP, Delivery, Manufacturing Auto Energy & Retail Consumer Goods
Recent News
Business Standard India
2026-01-19
2026-01-13
2026-01-12
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