Coastal

Business Intelligence Analyst

• Document partner controls relevant to Coastal’s ICFR requirements and map them to the Partner ICFR Framework
• Maintain partner ICFR control inventories, alternative control testing documentation, gap tracking, and supporting evidence
• Determine which partner control or control objective requires targeted testing based on identified gaps
• Develop and perform targeted alternative testing procedures using Coastal’s approved methodology
• Perform targeted testing of identified CUEC gaps
• Perform control walkthroughs as needed
• Obtain and evaluate evidence supporting control design and operating effectiveness
• Validate testing populations and sample selections when required
• Prepare testing workpapers covering controls, periods, populations, evidence, testing attributes, results, exceptions, resolutions, and preliminary conclusions
• Identify and escalate control deficiencies, missing evidence, testing exceptions, or insufficient support
• Track remediation and perform follow-up testing
• Support the Fintech Financial Controls Manager in evaluating whether testing addresses identified gaps
• Coordinate with Partner Risk and Internal Control testing teams on SOC, ITGC, CUEC, transaction, or account-level testing matters
• Communicate testing status, exceptions, remediation progress, and financial reporting impacts
• Assist with management and audit reporting as requested

Financial Controls Reporting Analyst

Director

• Help scale the organization and its capabilities through Education industry expertise
• Partner with GTM and Delivery to drive growth strategies around key accounts
• Drive cross-functional growth strategies and influence new logos and existing clients
• Represent Coastal at key industry events and identify new growth opportunities
• Act as the Voice of the Education Industry to prospects, clients, and partners
• Support scoping and estimating of programs and projects
• Lead Advisory/True North engagements
• Guide C-suite university leaders through change management from siloed legacy systems to Education Cloud
• Co-sell, grow, and manage strategic prospects
• Develop competitive analyses to elevate Coastal’s brand
• Educate and enable sales, pre-sales, and customer success teams on sub-verticals and influence Coastal’s point of view
• Partner cross-functionally on content for events, marketing materials, and partnered GTM activities
• Support market-ready solution direction and growth strategy execution
• Partner with Salesforce RVPs and AEs on new opportunities and projects
• Develop GTM plays around Grant-making and Program Management to help NGOs prove ROI to donors
• Build, manage, and foster a team-oriented environment
• Provide leadership, coaching, performance feedback, and resources to associates
• Create estimates aligned with customer requirements, expectations, and deliverables
• Coach, mentor, and grow Market team members
• Travel 25–50% within AMER with occasional international trips

Director – Industry Advisor, EDU

• Help scale the organization and its capabilities
• Partner with GTM and Delivery to drive growth strategies around key accounts
• Drive cross-functional growth strategies and influence new logos and existing clients to show KPIs from engagements with Coastal
• Represent Coastal at key industry events and identify new growth opportunities
• Act as the Voice of FINS to prospects, clients, and partners
• Represent Coastal at Money20/20, focusing on Financial Services Cloud and AI-driven wealth management
• Support scoping and estimating programs and projects
• Guide “True North” sessions for Banking or Insurance executives modernizing legacy core-banking integrations via MuleSoft
• Co-sell, grow, and manage strategic prospects
• Develop competitive analyses and competitive go-to-market strategies
• Educate and enable sales, pre-sales, and customer success teams on sub-verticals and influence Coastal’s point of view
• Partner cross-functionally on content for events, marketing materials, and partnered GTM activities
• Support market-ready solution direction and growth strategy execution
• Engage with Salesforce RVPs and AEs to partner on new opportunities and drive new projects
• Build, manage, and foster a team-oriented environment
• Provide leadership, coaching, performance feedback, and resources to associates
• Create estimates aligned with customer requirements, expectations, and deliverables
• Coach, mentor, and grow Market team members
• Travel as needed to support sales cycles and close business

Director – Industry Advisor, FINS

Consultant

• Support continued growth through nCino engagements
• Review, analyze, and evaluate business systems, business requirements, and user needs
• Independently formulate and implement complex systems and solutions aligned with client business strategies
• Conduct meetings and prepare business process documentation
• Perform process flow analysis and technology-enabled process improvement/redesign
• Define requirements, develop data models, and create detailed functional designs
• Lead specific portions of projects or manage own engagements
• Work individually and with Coastal and client team members to achieve customer success
• Take direction while showing initiative and leadership when appropriate
• Exercise independent judgment on small and medium-sized client engagements or lead key components of larger projects
• Perform Salesforce.com administration, configuration, data migration, and integration duties as directed
• Facilitate meetings and support brainstorming and consensus building
• Seek opportunities to develop professional skills

Senior Consultant, FINS

AI Engineer

• Embed with client engineering and business leadership to prototype, architect, and deploy custom Agentforce autonomous agents, topics, actions, and guardrails
• Design and implement agent workflows using Einstein 1 Platform, Data Cloud, Apex, Flow, MuleSoft, and external REST endpoints
• Establish evaluation, testing, and observability frameworks to monitor agent accuracy, hallucination rates, latency, and business performance
• Resolve critical deployment bottlenecks in real time on strategic engagements
• Own end-to-end technical architecture for multi-cloud, AI-driven implementations
• Architect real-time Salesforce Data 360 pipelines that unify Snowflake, Databricks, BigQuery, and CRM data
• Produce system sequence diagrams, agent action flows, data schemas, and security/governance frameworks
• Evaluate AI/LLM models, prompt engineering patterns, and Agentforce features
• Build reusable assets, agent templates, and internal accelerators
• Advise C-suite, VP, and Enterprise Architecture stakeholders
• Lead discovery sessions, live agent demonstrations, and architectural design reviews
• Partner with Delivery Leadership and Account Executives to scope, estimate, and validate Agentforce proposals
• Share deployment insights and patterns with internal teams to mature the Agentforce Center of Excellence

AI Architect

Financial Crime

• Conduct quality control audits on team workflow processes and timeliness
• Prepare management summaries of QC reviews, observations, and recommendations
• Independently process complex cases, including fraud rings, high-dollar, and high-risk cases
• Identify AML review and documentation deficiencies, trends, and typologies
• Recommend process enhancements based on QC data
• Maintain knowledge of complex and high-risk banking products, MSBs, private ATM owners, MRBs, and BaaS partners
• Partner with AML QC management and Risk Operations leadership on written procedures and processes
• Assist with enterprise-wide policies, procedures, and risk assessments
• Follow federal AML, BSA, and related regulatory requirements
• Support Financial Crimes Compliance projects
• Shadow and support junior analysts
• Adhere to SLA timelines and Coastal Core Values
• Assist with periodic quantitative and qualitative AML documentation analysis

AML QC Analyst II

Sales

• Build relationships with retail and commercial banks, wealth management firms, and insurance carriers
• Collaborate with teams to design Salesforce solutions that prioritize security and client-centricity
• Engage with C-level stakeholders to grow presence within the FINS new-logo landscape
• Create territory plans aligned with fiscal-year budget cycles and emerging regulatory trends
• Unearth new opportunities through high-level networking and industry forums
• Manage the customer relationship lifecycle
• Bridge legacy core banking systems with modern advisor/client experiences through Salesforce solutions
• Lead discovery conversations covering loan origination, householding, policy management, and automated onboarding
• Present products and services aligned with prospective customers’ goals and objectives
• Provide professional after-sales support
• Maintain forecasting and pipeline management practices
• Mentor and grow junior Business Development resources
• Drive co-prime opportunities with Salesforce FINS-focused RVPs and AEs
• Partner with Business Unit Leadership to align business development with project delivery
• Create estimates aligned with customer requirements and deliverables
• Create and deliver SOWs covering project scope, objectives, requirements, professional fees, and assumptions
• Travel as needed to support sales cycles

Director – Sales, FINS

Client Partner

• Own and execute go-to-market pursuit strategies across Tier-1 CBS enterprise accounts
• Manage complex, multi-million-dollar, multi-year digital transformation pursuits
• Co-sell with Salesforce leadership across Commerce Cloud, Marketing Cloud, Data Cloud, Revenue Cloud, and Service Cloud
• Align with TCS Client Partners in a joint paired-coverage model to position Coastal as the dedicated Salesforce Center of Excellence
• Identify and capture Salesforce and data transformation whitespace within established CBS enterprise accounts
• Lead pursuit strategy, proposal development, commercial modeling, and SOW architecture
• Collaborate with Pre-Sales and Delivery Leadership to align deal economics with delivery realities and margin targets
• Maintain pipeline management within Salesforce and forecast enterprise pursuits, software influence, and professional services revenue
• Establish and nurture C-level relationships across CBS enterprises
• Lead billable paid advisory engagements, including True North roadmaps, operating model assessments, process optimizations, unified commerce roadmaps, and platform rationalization studies
• Serve as named billable Executive Sponsor / Engagement Director on high-stakes programs
• Lead monthly and quarterly executive steering committees with client executives
• Maintain strategic advisory check-ins during implementation to bridge pre-sales commitments with delivery execution
• Protect project health and identify Phase 2+ expansion opportunities
• Advise client executives on platform consolidation, AI-driven workflows, and data modernization across omnichannel, direct-to-consumer, and B2B service models

• Engage with executive-level leaders at national and regional nonprofits to grow the customer base and win new-logo business
• Create detailed business and territory plans to attain annual goals and quotas alongside the BDR team
• Unearth new opportunities through outbound outreach and industry networking, including Dreamforce and NTC/NTEN
• Manage the entire customer relationship lifecycle from prospecting through contract execution and project completion support
• Lead discovery conversations covering nonprofit programmatic goals, fundraising hurdles, and constituent engagement objectives
• Present Salesforce products, including Nonprofit Cloud and Grant Management, aligned with organizations’ theory of change and strategic plans
• Provide professional after-sales support to strengthen customer relationships and long-term success
• Maintain forecasting and pipeline management practices for leadership visibility
• Mentor and grow junior Business Development resources and provide team oversight and support
• Engage with Salesforce Nonprofit/HED RVPs and AEs to drive co-prime opportunities within the Salesforce.org ecosystem
• Partner with Coastal Business Unit Leadership to align business development efforts with project delivery
• Create estimates and SOWs accounting for nonprofit budget constraints, grant-dependent timelines, and compliance requirements
• Create and deliver SOWs in line with the Coastal methodology, including scope, objectives, requirements, fees, and assumptions
• Travel as needed to support sales cycles and close business

Director – Sales

• Own and execute go-to-market pursuit strategies across Tier-1 Financial Services enterprise accounts
• Manage complex, multi-million-dollar, multi-year digital transformation pursuits
• Co-sell with Salesforce leadership across Financial Services Cloud, Data Cloud, Service Cloud, Marketing Cloud, and Revenue Cloud
• Align with TCS Client Partners in a joint, paired-coverage model to position Coastal as the dedicated Salesforce Center of Excellence
• Identify and capture Salesforce and data transformation whitespace within established Financial Services enterprise accounts
• Lead pursuit strategy, proposal development, commercial modeling, and SOW architecture
• Collaborate with Pre-Sales and Delivery Leadership to align deal economics with delivery realities and margin targets
• Maintain pipeline management within Salesforce and accurately forecast enterprise pursuits, software influence, and professional services revenue
• Establish and nurture C-level relationships across Financial Services enterprises
• Lead billable paid strategic roadmaps and discovery engagements
• Serve as named, billable Executive Sponsor / Engagement Director on high-stakes programs
• Lead monthly and quarterly executive steering committees
• Maintain billable strategic advisory check-ins during implementation
• Bridge pre-sales commitments with delivery execution, protect project health, and identify Phase 2+ expansion opportunities
• Advise client executives on platform consolidation, Agentforce AI-driven workflows, and data modernization

Client Partner – FINS

• Own and execute go-to-market pursuit strategies across Tier-1 TMT enterprise accounts
• Manage complex, multi-million-dollar, multi-year digital transformation pursuits
• Co-sell with Salesforce leadership across Communications Cloud, Media Cloud, and Revenue Cloud
• Align with TCS Client Partners in a joint paired-coverage model to position Coastal as the dedicated Salesforce Center of Excellence
• Identify and capture Salesforce and data transformation whitespace within established TMT enterprise accounts
• Lead pursuit strategy, proposal development, commercial modeling, and SOW architecture
• Collaborate with Pre-Sales and Delivery Leadership to align deal economics with delivery realities and margin targets
• Maintain disciplined pipeline management within Salesforce and accurately forecast enterprise pursuits, software influence, and professional services revenue
• Establish and nurture C-level relationships across TMT enterprises
• Lead billable paid strategic roadmaps and discovery engagements
• Serve as the named, billable Executive Sponsor / Engagement Director on high-stakes programs
• Lead monthly and quarterly executive steering committees
• Maintain billable strategic advisory check-ins during implementation
• Bridge pre-sales commitments with delivery execution, protect project health, and identify Phase 2+ expansion opportunities
• Advise client executives on platform consolidation, AI-driven workflows, and data modernization

Client Partner – TMT

• Own and execute go-to-market pursuit strategies across Tier-1 MAE enterprise accounts
• Manage complex, multi-million-dollar, multi-year digital transformation pursuits
• Co-sell with Salesforce leadership across Manufacturing Cloud, Automotive Cloud, Energy & Utilities Cloud, Revenue Cloud, Data Cloud, and Field Service
• Align with TCS Client Partners in a joint paired-coverage model to position Coastal as the dedicated Salesforce Center of Excellence
• Identify and capture Salesforce and data transformation whitespace within established MAE enterprise accounts
• Lead pursuit strategy, proposal development, commercial modeling, and SOW architecture
• Collaborate with Pre-Sales and Delivery Leadership to align deal economics with delivery realities and margin targets
• Maintain pipeline management within Salesforce and accurately forecast enterprise pursuits, software influence, and professional services revenue
• Establish and nurture C-level relationships across MAE enterprises
• Guide executive stakeholders through strategic decision-making and digital transformation roadmaps
• Lead billable paid strategic roadmap and discovery engagements
• Serve as named, billable Executive Sponsor / Engagement Director on high-stakes programs
• Lead monthly and quarterly executive steering committees with client executives
• Maintain billable strategic advisory check-ins during implementation
• Bridge pre-sales commitments with delivery execution, protect project health, and identify expansion opportunities
• Advise client executives on platform consolidation, Agentforce workflows, and data modernization

Client Partner – MAE

Technical Lead

• Serve as the principal technical expert supporting sales, solution engineering, and GTM teams to scope, estimate, and close complex integration deals
• Define and maintain technical Points-of-View, market offerings, and architectural blueprints for enterprise integration and hyperautomation
• Build, maintain, and showcase reusable demo assets on the MuleSoft Anypoint Platform
• Analyze market dynamics, competitive ecosystems, and emerging integration patterns to inform product strategy and service offerings
• Author thought leadership content, white papers, and technical blogs
• Lead end-to-end architectural design, API-led connectivity strategies, and complex integration implementations across client portfolios
• Drive requirements discovery, API lifecycle management, performance tuning, and security policy configuration across multi-cloud environments
• Oversee multi-disciplinary delivery teams and establish technical standards, code quality frameworks, and governance best practices
• Partner with client C-suite, enterprise architects, and business stakeholders to align technology solutions with business outcomes
• Mentor, upskill, and scale internal consulting teams on MuleSoft standards, API-led design principles, and modern application networks
• Build internal accelerators, code frameworks, and reusable API patterns
• Foster a high-performance culture grounded in technical excellence, continuous learning, and CI/CD best practices

Technical Practice Lead, MuleSoft

• Build relationships with high-growth SaaS companies, media conglomerates, and telecom providers
• Collaborate with Business Development and Delivery teams to address subscription economy and digital service delivery challenges
• Engage C-level stakeholders at technology and media firms to drive digital transformation and win new logo accounts
• Create business and territory plans based on TMT market trends
• Develop net new sales opportunities through networking, VC/PE connections, and industry events
• Manage the entire customer relationship lifecycle
• Lead discovery conversations regarding technical debt, recurring revenue, churn reduction, and agile scalability
• Present Salesforce solutions aligned with TMT business objectives
• Provide professional after-sales support to enhance customer lifetime value and platform adoption
• Maintain sales forecasting and pipeline management
• Mentor junior Business Development resources
• Co-sell with Salesforce TMT-focused RVPs and AEs
• Partner with Coastal Leadership to align business development with agile delivery and DevOps environments
• Work with the team to create estimates and SOWs for phased MVP rollouts, API-first integrations, and rapid deployment schedules
• Travel as needed