Client Advisor

Coastal; Remote; USD 80,000 - 100,000; Full time

Job summary

A dynamic consulting firm is seeking a Client Advisor to build and maintain client relationships. The role involves managing the sales cycle and requires expertise in Salesforce, with at least five years in business development or a similar field. The ideal candidate should be organized, consultative, and have excellent communication skills. The firm offers a flexible work environment, unlimited paid time off, and a competitive bonus structure.

Benefits

Unlimited Paid Time Off

401K with Company Match

Medical, Vision, & Dental coverage

Flexible working hours

Team culture activities

Qualifications

• 5+ years in a Business Development or similar sales/consulting role.
• Proven success in growing portfolios and generating leads.
• Experience with the Salesforce ecosystem preferred.

Responsibilities

• Engage with executive-level buyers to grow partnerships.
• Manage the sales cycle from lead generation to delivery.
• Present services to align with customer objectives.

Skills

Business Development

Salesforce expertise

Communication skills

Consultative mindset

Organizational skills

Education

Bachelor's Degree

Tools

Salesforce

Zoominfo

LinkedIn

Job description

Coastal is looking to hire a Client Advisor with expertise in the following areas: High Tech, Consumer & Business Services, Nonprofit, Education, Public Sector, Manufacturing, Financial Services, & Healthcare & Life Sciences.

The Client Advisor will be responsible for building and maintaining relationships with both current and prospective clients while collaborating with our Business Development and Delivery teams throughout the sales cycle. We’re looking for candidates that have exposure to the Salesforce delivery process (Hands‑on Delivery experience as a Salesforce consultant highly preferred!) that are able to build trust quickly with our clients.

Responsibilities

• Engage with executive-level buyers and prospects throughout the region to grow our Coastal Cloud brand
• Create detailed business and territory plans to facilitate the attainment of annual goals
• Manage the entire sale-to-delivery cycle from finding a customer to securing a business contract to completing delivery
• Unearth net new sales opportunities through networking and turn them into long-term partnerships
• Present services to current and prospective customers that align directly with their organizational goals and objectives
• Provide professional after-sales support to enhance the relationships and customers’ dedication and long-term success
• Collaborate, coordinate, and network to drive the best solutions forward to customers
• Maintain a transparent and active pipeline to support sales goals and objectives
• Set strategic direction, actively drive sales, and collaborate with our leaders to respond and win work
• Engage with Salesforce RVPs and AEs to partner on new opportunities, drive new projects, and become a trusted partner
• Partner with the Managing Director throughout the presales process aligning business development efforts with delivery
• Partner with Business Development Specialists and Advisors to optimize inbound lead intake and ensure proper transition through the lead-to-opportunity process
• Strategize with current clients to ensure future phases are mapped out and accounted for in the revenue forecast
• Create estimates aligned with the customer’s requirements, expectations, and agreed-upon deliverables
• Create and deliver SOWs in line with the Coastal Cloud methodology accounting for project scope and objectives, requirements, professional fees, and project-specific assumptions
• Travel as needed to support the sales cycles to close business

Required Skills, Education And Experience

• Proven expertise as a Business Development Manager/Senior Account Executive or similar role in sales/consulting role; more than five (5) years meeting or exceeding quota
• Proven Portfolio Growth – you will be responsible for growing our Coastal Cloud presence across multiple targets by generating, shaping, and capturing leads
• Ability to take ownership and responsibility for, and actively drive sales pursuits and responses.
• Consultative mindset and a dedication to learning in a dynamic environment
• Understanding of and relationships within the Salesforce portfolio along with newly acquired solutions such as Mulesoft, Tableau, Slack, etc.
• Excellent communication, preparation, strategy, presentation, and execution skills
• Ability to “project manage” a sales cycle by collaboratively leading and working with other key internal groups – pre‑sales, delivery, SME and Industry Professionals
• Organizational and time-management skills
• Enthusiastic and passionate
• Experience with Technology: Salesforce, Zoominfo, LinkedIn
• Must have full-time permanent U.S. work authorization

Additional Requirements

• Bachelor’s Degree preferred, or equivalent experience
• Experience in the Salesforce Ecosystem is highly preferred
• Salesforce Associate and/or Administrator Certification Required (upon hire or to be obtained within 6 months)
• Salesforce Sales Cloud Consultant Certification and/or Salesforce Service Cloud Consultant Certification nice to have

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.