Senior Enterprise Client Partner, FinServ & Salesforce

Coastal; United States; Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Flexible working hours

Unlimited Paid Time Off

401K with company match

Medical, Vision, & Dental coverage

Quarterly bonus opportunities

Education reimbursements

Job summary

Coastal is seeking an experienced Enterprise Client Partner (FINS) to accelerate growth in Financial Services accounts. The role blends sales leadership with billable advisory work, partnering with TCS and Salesforce to win transformative programs and embed governance post-sale.

The candidate should bring 15+ years in enterprise consulting within Financial Services, deep Salesforce ecosystem knowledge, and a proven track record of multi-year, multi-million-dollar programs.

Qualifications

• 15+ years of enterprise consulting & commercial leadership in Salesforce ecosystem or enterprise IT services.
• Experience as a hybrid Client Partner or MD/Leader with enterprise bookings quota and billable utilization.
• Strong executive communications and C-suite relationship management.
• Familiarity with multi-cloud architectures and data platforms in FS sector.

Responsibilities

• Own and execute go-to-market pursuit strategies across Tier-1 Financial Services accounts.
• Co-sell with Salesforce leadership and align with TCS for a two-in-a-box model.
• Lead paid advisory engagements and executive steering committees.
• Maintain pipeline and forecast long-cycle enterprise pursuits.
• Drive enterprise program governance and post-sale advisory roadmaps.

Skills

Enterprise leadership

Seller-Doer

Sales leadership

C-Suite engagement

US work authorization

Travel readiness

Salesforce ecosystem

Financial Services domain

Education

Bachelor's degree or equivalent practical experience

Tools

Salesforce FSC

Snowflake

MuleSoft

Tableau

Job description

Coastal is seeking an experienced Enterprise Client Partner (FINS) to accelerate growth in Financial Services accounts. The role blends sales leadership with billable advisory work, partnering with TCS and Salesforce to win transformative programs and embed governance post-sale.

The candidate should bring 15+ years in enterprise consulting within Financial Services, deep Salesforce ecosystem knowledge, and a proven track record of multi-year, multi-million-dollar programs.