Remote Salesforce FSC Growth Director

Coastal

United States

Hybrid

USD 180,000 - 260,000

Full time

6 days ago
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Benefits offered by this job

Remote flexible work
Bonus opportunities
Education reimbursements
Medical, Vision, Dental

Job summary

Coastal is seeking a Director of Sales (FINS focus) to drive growth in the financial services sector. You will build relationships with retail and commercial banks, wealth managers, and insurers, and design Salesforce solutions prioritizing security and client-centricity.

The role requires hands-on Salesforce consulting experience, familiarity with regulated data, and the ability to navigate KYC requirements while leading a high-performing team.

Qualifications

  • 5+ years as Salesforce Delivery Consultant with FSC or complex data-heavy implementations.
  • 5+ years of sales experience in FinTech or Professional Services for FINS is a plus.
  • Proven portfolio growth with Tier 1 banks, regional credit unions, or national insurers.
  • Experience in the Salesforce Ecosystem.
  • Must have full-time permanent US work authorization.

Responsibilities

  • Engage with C-level stakeholders to grow our presence in the FINS new logo landscape.
  • Create territory plans aligned with fiscal year cycles and regulatory trends.
  • Uncover opportunities through networking and industry events.
  • Manage customer relationships to bridge legacy banking systems with modern advisor experiences.
  • Lead discovery conversations to identify pain points in origination, onboarding, and policy management.
  • Present products and services aligned to customer goals.
  • Provide post-sales support to strengthen relationships and ongoing success.
  • Maintain accurate forecasting and pipeline visibility for leadership.
  • Mentor junior Business Development resources and oversee the team.
  • Engage with Salesforce FINS-focused leaders to drive co-prime opportunities.
  • Partner with Coastal Leadership to align BD with project delivery.
  • Create estimates aligned with customer requirements and deliverables.
  • Create and deliver SOWs per Coastal methodology.
  • Travel as needed to support sales cycles.

Skills

Sales experience
Salesforce FSC
Portfolio growth
Relationship building
Consultative selling
Project management
Communication skills

Education

Bachelor’s Degree

Tools

Salesforce
ZoomInfo
LinkedIn
Mulesoft
Tableau
Slack

Job description

Coastal is seeking a Director of Sales (FINS focus) to drive growth in the financial services sector. You will build relationships with retail and commercial banks, wealth managers, and insurers, and design Salesforce solutions prioritizing security and client-centricity.

The role requires hands-on Salesforce consulting experience, familiarity with regulated data, and the ability to navigate KYC requirements while leading a high-performing team.

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