Director – Industry Advisor, FINS

Coastal

. Help scale the organization and its capabilities .

Posted 9/23/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates extensive experience in consulting and delivery leadership within the Financial Services industry, with a strong focus on Salesforce solutions and digital transformation. Proven ability to build and manage high-performing teams while driving growth strategies and fostering long-term customer relationships.

Highest-signal resume keywords

Salesforce Consulting ExperienceDelivery LeadershipFinancial Services Industry ExpertiseGrowth Strategy DevelopmentTeam Management and Leadership

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Iterative Software DevelopmentDigital TransformationData AnalysisCompetitive AnalysisChange Management

Soft Skills

Excellent CommunicationCustomer OrientationConsultative MindsetSelf-StarterTeam Motivation

Tools & Technologies

SalesforceMuleSoftTableauSlackAI-Driven Solutions

Industry Keywords

Financial ServicesGrowth StrategiesKey AccountsLegacy Core-Banking IntegrationsMarket-Ready Solutions

Tech Stack

Tools & technologies

CloudTableau

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

8+ years of consulting experience in delivery leadership relative to iterative software development, ideally Salesforce, in the FINS industry
5+ years of sales experience
Proven portfolio growth experience
Deep industry expertise with a point of view of sub-verticals
Commitment to building long-term customer relationships and winning business through trusted relationships
Consultative mindset and dedication to learning in a dynamic environment
Understanding of and relationships within the Salesforce portfolio, including MuleSoft, Tableau, Slack, etc.
Excellent communication skills and ability to understand business requirements and think on your feet
Consistent record of building and running robust teams
Self-starter able to multitask in a fast-paced and high-pressure work environment
Strong customer orientation and results-driven leadership
Demonstrated ability to analyze and interpret data for value-based discussions
Must have full-time permanent US work authorization
Experience leading digital transformation and large-scale change management efforts preferred
Strong understanding of AI preferred
Ability to engage and motivate teams preferred
Bachelor’s Degree preferred, or equivalent experience

Benefits

Comp & perks

Flexible working hours with an emphasis on a life-work balance (in that order!)
Remote flexible work
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
A flexible and fun team culture
Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events
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