Senior Consultant (FINS)

Coastal; United States; Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Flexible working hours

Remote flexible work

Unlimited PTO

401K with company match

Medical, Vision, & Dental coverage

Job summary

Coastal is seeking a Senior Consultant to support growth with a focus on nCino engagements. You will review, analyze, and evaluate business systems, requirements, and user needs, and independently implement complex solutions.

You will lead parts of projects and manage engagements, while driving technology-enabled process improvements. The role emphasizes Salesforce administration, data migration, integration, and effective stakeholder communication.

Qualifications

• 5-7 years of work experience in the field with consulting experience
• Hands-on experience with nCino and Salesforce
• Active Salesforce Administrator or comparable certification

Responsibilities

• Lead portions of projects or manage engagements
• Conduct meetings and prepare business process documentation
• Perform process analysis and data modeling
• Collaborate with coastal and client teams to ensure success

Skills

leadership

independent work

communication

problem solving

Education

Bachelor’s Degree preferred

Salesforce certification

Tools

nCino

Salesforce

CRM

Job description

We are looking for a Senior Consultant to help us support our continued growth, focused specifically on nCino engagements. The Senior Consultant reviews, analyzes, and evaluates business systems, business requirements and user needs. They are able to independently formulate and implement more complex systems / solutions that meet client business strategies. The Senior Consultant is responsible for conducting meetings and preparing business process documentation, process flow analysis, technology-enabled process improvement/redesign, requirements definition, data modeling and detailed functional design. This person begins to demonstrate expertise in major / minor areas. The Senior Consultant relies on instructions and pre-established guidelines to perform the functions of the job. The Senior Consultant is able to lead specific portions of projects or manage their own engagements.

Role Responsibilities:

• Works effectively individually and with Coastal and client team members to achieve customer success
• Takes direction from project team members and immediate supervisor, but takes initiative and shows leadership when appropriate
• Is able to exercise independent judgment on small and medium sized client engagements, or take a lead role on key components of a larger project
• Demonstrates the ability to perform Salesforce.com administration / configuration / data migration / integration duties as directed
• Is able to effectively facilitate meetings and demonstrate brainstorming / consensus building skills

Experience/Skills Required:

• 5-7 years of work experience in the field and at least 1 year of consulting experience
• Hands-on experience with nCino
• Technical Background / Degree Program preferred
• Minimum of an active Salesforce Administrator or other Salesforce certification required
• Able to discuss experience with Salesforce.com or similar CRM
• Possesses excellent oral and written communication skills
• Ability to work independently
• Able to discuss the benefits of a Software as a Service (SaaS) model
• Basic Knowledge of implementation and configuration of enterprise systems such as CRM or ERP
• Ability to learn quickly and think creatively
• Team player with strong interpersonal skills and ability to take a leadership role when necessary
• Detail-oriented individual with the ability to quickly assimilate and apply new concepts, business models, and technologies
• Must have full-time permanent US work authorization
• Note – Determination of Senior will be based upon the candidate's previous relevant experience and depth of skills, and will be determined through our skills interview process

Additional Preferred Experience/Skills:

• Bachelor’s Degree preferred, or equivalent experience
• Business Process
• Process Flow Analysis
• Requirements Definition
• Configuration Workbook
• Detailed Functional Design
• Project Plan
• Seeks opportunities to develop professional skills
• Achieves one technical certification each quarter as specified by immediate supervisor/manager
• Travels with client or project team as needed

Why Coastal, and what we offer:

• Flexible working hours with an emphasis on a life-work balance (in that order!)
• Remote flexible work; 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.