Director – Sales, FINS

Coastal

. Build relationships with retail and commercial banks, wealth management firms, and insurance carriers .

Posted 9/22/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Salesforce Delivery Consulting with a focus on Financial Services Cloud, driving sales pursuits and managing customer relationships effectively. Possesses strong communication, organizational, and project management skills to align business development with client needs.

Highest-signal resume keywords

Salesforce Delivery ConsultingFinancial Services Cloud (FSC)Sales Experience in FinTechCustomer Relationship ManagementProject Management of Sales Cycles

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce Solutions DesignData-Heavy ImplementationsForecasting and Pipeline ManagementCreating Estimates and SOWsLoan OriginationPolicy ManagementAutomated OnboardingTerritory PlanningNetworking and Relationship BuildingConsultative Sales Approach

Soft Skills

Excellent Communication SkillsOrganizational SkillsTime-Management SkillsDetail OrientedEnthusiastic and Passionate

Tools & Technologies

Salesforce EcosystemMulesoftTableauSlackZoominfoLinkedIn

Industry Keywords

Retail BanksCommercial BanksWealth Management FirmsInsurance CarriersC-Level StakeholdersFINS New-Logo LandscapeRegulatory TrendsProfessional ServicesTier 1 BanksRegional Credit Unions

Tech Stack

Tools & technologies

CloudTableau

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5+ years proven expertise as a Salesforce Delivery Consultant, specifically with Financial Services Cloud (FSC) or complex data-heavy implementations
5+ years of Sales experience; experience in FinTech or Professional Services for FINS is a major plus
Experience navigating the buying process of Tier 1 banks, regional credit unions, or national insurance firms
Experience in the Salesforce Ecosystem
Ability to take ownership and responsibility for, and actively drive sales pursuits
Commitment to building long term relationships with customers and winning business through trusted relationships
Consultative mindset and a dedication to learning in a dynamic environment
Understanding of and relationships within the Salesforce portfolio along with newly acquired solutions such as Mulesoft, Tableau, Slack, etc.
Excellent communication, preparation, strategy, presentation and execution skills
Ability to “project manage” a sales cycle by leading collaboratively and working with other key internal groups - pre-sales, delivery, SMEs and Industry Professionals
Organizational and time-management skills; detail oriented and process driven
Enthusiastic and passionate
Experience with Salesforce, Zoominfo, 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
Travel as needed to support the sales cycles to close business

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