Director - Industry Advisor (FINS)

The Industry Advisor (FINS focus) will be instrumental in taking the organization to the next level of performance, helping to scale the organization and its capabilities. This individual will have a deep understanding and experience in the Financial Services & Insurance industries, partnering with GTM and Delivery to drive growth strategies around our key accounts. The Industry Advisor is responsible for driving cross-functional growth strategies and influencing both new logos and existing clients to show key performance indicators from their engagements with Coastal.

Role Responsibilities

Strong industry understanding, structured problem solving, strategic clarity, executive presence (verbal and written), and solutions to drive deliver growth

Represent Coastal at key industry events, identifying new growth opportunities and building relationships with key industry stakeholders

Act as the Voice of FINS to prospects, clients, and partners

Represent Coastal at Money20/20, focusing on Financial Services Cloud (FSC) and AI-driven wealth management.

Responsible for supporting the scoping and estimating of programs and projects

Guide "True North" sessions for Banking or Insurance executives to modernize legacy core-banking integrations via MuleSoft.

Co-sell, grow, and manage strategic prospects

Develop competitive analyses designed to elevate Coastal’s brand against competitors

Educate and enable sales, pre-sales, and customer success teams specific to sub-verticals and influence Coastal’s POV

Partner cross-functionally on relevant content for events, marketing materials, and partnered GTM activities

Support market-ready solution direction & growth strategy execution

Engage with Salesforce RVPs and AEs to partner on new opportunities, drive new projects, and become a trusted partner.

Develop competitive GTM strategies for the Insurance Brokerage or Private Equity sub-verticals.

Proven ability to 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

Work with your team to create estimates aligned with the customer requirements, expectations, and agreed upon deliverables.

Coach, mentor, and grow Market team members

Travel as needed to support the sales cycles to close business

Experience/Skills Required

8+ years of consulting experience in delivery leadership relative to iterative software development, ideally Salesforce, in the FINS industry

5+ years of Sales experience

Additional Preferred Experience/Skills

Experience leading digital transformation and large-scale change management efforts

Strong understanding of AI

Ability to engage and motivate teams

Bachelor’s Degree preferred, or equivalent experience

Why Coastal, and what we offer

Flexible working hours with an emphasis on a life-work balance (in that order!)

Remote flexible work; “Live by the beach, work in the Cloud,” 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 opportunities

Continuing education and certification reimbursements, specifically within the Salesforce and 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.

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