Director, Financial Services Delivery — Remote Leadership & Growth

Coastal; United States; Remote; USD 180,000 - 250,000; Full time

Benefits offered by this job

Flexible hours

Remote work

Office locations

Unlimited PTO

401K match

Medical Vision Dental

Quarterly bonus

Education reimbursements

Team culture

Mentorship

Career guidance

Open-door policy

Job summary

Coastal is seeking a high-performing Director, Financial Services to lead delivery leadership across our Salesforce-focused practice. You will drive growth, shape go-to-market strategy, and recruit, staff, and mentor a national team of consultants while maintaining strong client and executive relationships.

This role emphasizes enterprise Salesforce/CRM project delivery, scaling capabilities, and collaborating with the Salesforce ecosystem.

Qualifications

• 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

Responsibilities

• 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
• 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
• 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

Skills

Delivery leadership

Consulting delivery

Team leadership

Salesforce delivery

Salesforce GTM

Communication

Entrepreneurial mindset

US work authorization

Job description

Coastal is seeking a high-performing Director, Financial Services to lead delivery leadership across our Salesforce-focused practice. You will drive growth, shape go-to-market strategy, and recruit, staff, and mentor a national team of consultants while maintaining strong client and executive relationships.

This role emphasizes enterprise Salesforce/CRM project delivery, scaling capabilities, and collaborating with the Salesforce ecosystem.