Client Partner – FINS

Coastal

. Own and execute go-to-market pursuit strategies across Tier-1 Financial Services enterprise accounts .

Posted 9/15/2026full-timeRemote • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in enterprise consulting and commercial leadership within the Salesforce ecosystem, with a strong focus on Financial Services. Proven ability to manage complex digital transformation pursuits and establish C-level relationships while driving revenue growth and strategic advisory engagements.

Highest-signal resume keywords

Salesforce Ecosystem ExpertiseFinancial Services Domain ExperienceMulti-Million-Dollar Program ManagementHybrid Seller-Doer Role ExperienceC-Level Executive Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce Financial Services CloudSalesforce Data CloudSalesforce Service CloudSalesforce Marketing CloudSalesforce Revenue CloudEnterprise ArchitectureProposal DevelopmentCommercial ModelingSOW ArchitecturePipeline Management

Soft Skills

LeadershipCollaborationStrategic AdvisoryCommunicationNegotiation

Tools & Technologies

SalesforceSnowflakeMuleSoftTableauAgentforce AI

Industry Keywords

Financial ServicesBankingWealth ManagementInsuranceFinTechGlobal Systems IntegratorEnterprise IT Services

Tech Stack

Tools & technologies

CloudGuidewireTableau

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

15+ years of enterprise consulting & commercial leadership within the Salesforce ecosystem or enterprise IT services
Deep domain experience in Financial Services (Banking, Wealth Management, Insurance, or FinTech)
Proven track record of closing and governing multi-million-dollar, multi-year programs
Proven experience in a hybrid “Seller-Doer” role with accountability for both an enterprise bookings quota and billable client utilization
Strong architectural understanding of enterprise-grade Salesforce solutions, including Financial Services Cloud / FSC, Core Cloud, Revenue Cloud/CPQ, Data Cloud, Marketing Cloud, and Service Cloud
Familiarity with Snowflake Financial Services Data Cloud, MuleSoft, Tableau, and core banking/insurance integrations such as FIS, Fiserv, Jack Henry, or Guidewire
Proven track record operating within or alongside a Global Systems Integrator such as TCS
Ability to navigate matrixed pursuit teams and structured co-sell motions with enterprise software partners
Ability to command boardrooms, lead RFP orals, and run C-level executive steering committees
Willingness to travel up to approximately 50–75%, including potential international travel
Must have full-time permanent US work authorization
Prior foundational background as a hands-on Management Consultant, Solution Architect, or Delivery Director preferred
Experience running structured enterprise discovery methodologies such as Salesforce “True North,” design thinking workshops, or capability maturity assessments
Hands-on or advisory experience within the Salesforce ecosystem
Experience with Agentforce and other AI-driven implementations strongly preferred
Prior quota-carrying experience within a GSI-affiliated or partner-ecosystem sales organization
Bachelor’s degree or equivalent practical experience preferred

Benefits

Comp & perks

Flexible working hours with an emphasis on a life-work balance (in that order!)
Unlimited Paid Time Off (RTO)
401K with Company Match
Medical, Vision, & Dental coverage
Competitive quarterly bonus opportunities
Continuing education and certification reimbursements, specifically within the Salesforce and Snowflake ecosystems
Occasional in-house competitions with spot bonuses
Monthly All-Hands calls
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