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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce Delivery Consulting with a strong focus on nonprofit governance, customer relationship management, and sales strategy execution. Proven ability to mentor junior team members and manage complex sales cycles while maintaining strong customer relationships.
Highest-signal resume keywords
Salesforce Delivery ConsultingSalesforce Ecosystem ExperienceCustomer Relationship ManagementConsultative MindsetProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesforceSales StrategyBusiness DevelopmentForecastingPipeline ManagementGrant ManagementSOW CreationTerritory PlanningPortfolio GrowthNonprofit Programmatic Goals
Soft Skills
Excellent CommunicationOrganizational SkillsDetail-OrientedMentoringPresentation Skills
Tools & Technologies
MulesoftTableauSlackZoominfoLinkedIn
Industry Keywords
Nonprofit GovernanceFundraising CyclesCustomer Lifecycle ManagementRFP ProcessesCo-prime Opportunities
Tech Stack
Tools & technologiesCloudTableau
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 5+ years proven expertise as a Salesforce Delivery Consultant or similar role
- 5+ years of Sales experience is ideal, but candidates with less sales experience may be considered if they exhibit strong desire and enthusiasm for sales
- Proven portfolio growth experience
- Experience in the Salesforce Ecosystem
- Ability to take ownership and actively drive sales pursuits
- Commitment to building long-term customer relationships and winning business through trusted relationships
- Consultative mindset with an understanding of nonprofit governance, board relations, and fundraising cycles
- Understanding of and relationships within the Salesforce portfolio and solutions such as Mulesoft, Tableau, and Slack
- Excellent communication, preparation, strategy, presentation, and execution skills
- Ability to project manage a sales cycle collaboratively with pre-sales, delivery, SMEs, and industry professionals
- Organizational skills with a detail-oriented approach to complex grant or RFP processes
- Experience with Salesforce, Zoominfo, and LinkedIn
- Must have full-time permanent US work authorization
- Bachelor’s Degree preferred, or equivalent experience
- Experience as a Salesforce Consultant, preferably at an implementation partner
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
